Associate Director
vor 4 Wochen
Associate Director - Private BankCommonwealth Bank of Australia, Brisbane, Australia
Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals.
Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market-leading products and innovative investment opportunities.
We are backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group, helping our clients achieve the best possible outcomes.
We have Private Bankers and Private Wealth Managers specializing in banking, lending strategic advice, investments, and insurance located right across Australia.
Our vision is to be the private bank successful Australians recommend.
About the opportunity
Due to ongoing success and growth, we are seeking self-motivated and professional private/business bankers to join an already high-performing QLD Ultra High Net Wealth Team as an Associate Director. This newly created role is a senior position within the UHNW team and will provide clear specialization and segmentation into the UHNW market.
Additionally, you will: Manage a portfolio of UHNW customers and work with them on their current and future financial goals.Guide customers through key milestones in their home buying, asset acquisition, and investment process with seamless communication.Structure applications for loans, credit cards, and other products, managing through the process to completion and keeping your customers updated throughout this process.Work with your networks to introduce new clients into Commonwealth Private to enjoy our whole of wallet opportunities.Research the broader market, and economic and industry changes affecting customers and the Group.Share best practices with colleagues through coaching and capability uplift sessions.Support customers by taking action on feedback and correcting any service breaks to drive improvement.Support internal stakeholders with information to assist the end-to-end service of your clients.Work in partnership with the UHNW director in managing UHNW clients with a focus on patch growth while managing a portfolio of their own. To be successful in this role you will have: Proven complex consumer & commercial lending experience, knowledge of ultra-high net worth client needs, and ideally a network of clients and referrers.Recent experience in a similar role from within Private Banking, Business/Commercial Banking, or similar.Experience in residential and commercial lending, including complex lending structures and the ability to interpret complex financials.A demonstrated ability to develop new networks and maintain effective relationships with ultra-high net worth clients.Tertiary qualifications in Commerce, Business, or a related field (preferred).RG146 (preferred).If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application.
We're keen to support you with the next step in your career.
Advertising End Date: 16/10/2024
Job ID: REQ220668
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