Private Banking Client Services Rep
vor 2 Wochen
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, where you will gain exposure to financial markets, client servicing, and the operational backbone of a fast-paced Private Banking desk. Key Responsibilities Private Banker Support Act as a key point of coordination between the Private Bankers, internal operations teams, clients, and third-party providers Support daily workflow for advisers including diary coordination, internal follow-ups, and task tracking Prepare briefing packs for internal and client meetings including portfolio summaries, research, valuations, and investment recommendations Client Service & Communication Manage inbound Private Client queries via phone and email with professionalism and urgency Assist with client onboarding, KYC, and account maintenance processes Coordinate follow-ups from client meetings including preparation of investment paperwork, account updates, and instruction processing Liaise with clients’ accountants or external advisers regarding portfolio documentation and tax-related reporting Administration & Documentation Assist with preparation and submission of investment applications, corporate action instructions, and compliance documentation Maintain up-to-date records of client preferences, investment holdings, and meeting notes Coordinate the distribution of holding statements, quarterly performance reports and transaction summaries Market Support Assist with basic trading execution support including order monitoring, pricing queries and trade confirmations Provide general market research support including pulling product data, company updates and market summaries Skills & Experience Required Qualifications Tertiary qualification in Finance, Commerce, Economics or Business is preferred but not essential Ideally financial markets, financial planning or advisory focused education would be well-regarded Experience Ideally 2–6 years of post-graduate experience in a professional services or financial services environment, ideally with a focus on Private Wealth, Private Banking or Financial Planning Prior experience supporting financial advisers or client service teams in wealth management, private banking, or investment platforms is highly regarded Skills Outstanding written and verbal communication skills High level of attention to detail and organisational ability Strong client service ethic and ability to manage client relationships professionally Competency in Microsoft Office (Excel, Word, Outlook); experience with financial software (e.g., IRESS, Xplan, or similar private wealth platforms) would be advantageous Ability to prioritise competing tasks and operate effectively under pressure in a team environment This is an exceptional opportunity to work for a global firm in a Private Banking client services support function, alongside a team of high-performing Private Bankers. Our client is open to an applicant who is seeking to remain in a support position in the team, or an applicant who is keen to progress and develop toward being a junior Private Banker. #J-18808-Ljbffr
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Private Banking Client Services Specialist
vor 2 Wochen
Council of the City of Sydney, Österreich Anton Murray Consulting VollzeitA global private banking firm in Sydney seeks a Private Banking Client Services Rep to support senior Private Bankers in a premium client-focused environment. This role involves coordinating between teams, managing client inquiries, and assisting with client onboarding and documentation. Candidates should have experience in financial services and strong...
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Private Banking Client Services Associate – Brisbane
vor 3 Wochen
City of Brisbane, Österreich Macquarie Bank Limited VollzeitA 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...
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Council of the City of Sydney, Österreich Australia and New Zealand Banking Group Limited VollzeitA 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...
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Customer Service Rep
vor 2 Wochen
Council of the City of Sydney, Österreich Randstad Australia VollzeitCustomer Service Rep – Randstad Australia We are partnering with a global automotive distributor. This company values teamwork, delivery focus and prioritises customer service. About the Job Temp role with potential up to 6 months and beyond. Immediate start – handle volume, stay calm under pressure and care about solving problems. Build relationships,...
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Relationship Executive – Private Banking
vor 2 Wochen
Council of the City of Sydney, Österreich Bendigo Bank VollzeitA 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...
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Council of the City of Sydney, Österreich Australia and New Zealand Banking Group Limited (ANZ) VollzeitA 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...
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Council of the City of Sydney, Österreich Australia And New Zealand Banking Group Limited (Anz) VollzeitA 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...
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Private Banking Associate: Client Care
Vor 2 Tagen
City of Melbourne, Österreich Westpac VollzeitA 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...
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Institutional Banking Client Services Associate
vor 2 Wochen
Council of the City of Sydney, Österreich Commonwealth Bank VollzeitDo 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...
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Associate Private Banker
Vor 4 Tagen
City of Melbourne, Österreich Westpac VollzeitA leading Australian bank located in Melbourne seeks an Associate Private Banker for a full-time position. In this 12-month role, you will provide exceptional service to high-net-worth clients, working closely with Private Bankers to ensure client needs are met. Ideal candidates should have a passion for client service, relevant experience in banking or...
