Private Banking Client Services Specialist

Sydney Wealth Management Permanent An exceptional opportunity has arisen for a Private Banking Client Services Rep (CSR) to join a prominent global private banking client in Sydney, supporting a small group of senior Private Bankers in a premium client-focused private wealth environment. This role offers a valuable entry point into private wealth management,...

A leading financial services group in Brisbane seeks a dedicated professional to provide client service and administrative support to its Private Banking team. Key responsibilities include managing client relationships, ensuring accuracy in client information, and assisting with documentation. Ideal candidates come with experience in Wealth Management and a...

A leading banking institution is seeking a Relationship Lending Manager to support and manage Market Risk for their Private Banking sector. This role involves advising Senior Private Bankers, managing Loan to Valuation Ratios, and ensuring effective Risk Monitoring & Reporting of client positions. The ideal candidate should have significant experience in...

Company Description Alcove Private is a Sydney-based firm specializing in private banking and strategic lending for Australia’s most successful individuals and families. The firm builds tailored lending and capital strategies designed to align with clients' broader financial goals, leveraging extensive relationships with private banks, fund managers, and...

A global financial services group in Melbourne is seeking a dedicated professional to provide client service and administrative support to Private Bankers. The role includes managing client information, preparing documentation, and fostering strong client relationships. Ideal candidates have prior experience in Wealth Management and a passion for exceptional...

A reputable financial institution in New South Wales seeks a talented individual for the Private Banking Services team. The role involves cultivating client relationships, exceeding revenue targets, and contributing to strategic discussions. Ideal candidates will have a proven track record in banking and business development. Flexible work options are...

A leading financial services company in Sydney is seeking a Private Advice Assistant to support exceptional client experiences in the Private Bank division. The role involves coordinating tailored advice strategies for high-net-worth clients, building strong internal relationships, and providing exceptional service through various channels. Ideal candidates...

A leading financial services company in Sydney is seeking a Private Advice Assistant to enhance client experiences in the Private Bank division. The role involves coordinating advice strategies, building relationships, and providing exceptional service. Ideal candidates need a diploma in financial planning and strong communication skills. The company...

A leading bank in Melbourne is seeking an Associate Private Banker to deliver outstanding client service and support high-net-worth clients. The ideal candidate will partner with Private Bankers, manage client needs, and coordinate lending solutions. Applicants should have a passion for client relationships, experience in banking or wealth management, and...

Do work That Matters. Institutional Banking Client Services (IBCS) is a dynamic, multi-faceted operations team that partners with Institutional Banking and Markets (IB&M) to deliver Transaction Banking solutions to Institutional Banking and Corporate clients. This is a great entry level role into Operations or Institutional Banking and learning about...