Private Banking Client Services Specialist

A 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...

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 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...

Senior Private Wealth Specialist /001) Melbourne, Australia Drive growth in high-net-worth (HNW) client acquisition. Collaborate with Global Investment Services Directors to deliver tailored investment solutions. Permanent opportunity with a leading financial institution. What Do I Need? To excel in this role, you’ll need: Proven experience in building...

A 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...

A leading financial institution in Melbourne seeks an Associate Adviser for Private Banking. This role involves supporting Senior Private Bankers, preparing high-quality financial advice, and engaging with clients. The ideal candidate has strong academic qualifications in finance or a related field, with proven experience in delivering compliant financial...

A prominent Australian bank is seeking an experienced Associate Private Banker based in Melbourne. In this full-time role, you will support high-net-worth clients by providing exceptional service and seamless experiences. You will partner closely with Private Bankers to address day-to-day client needs. The ideal candidate will have experience in banking or...

A financial services firm in Melbourne is seeking a Business Banking Specialist in a full-time hybrid role. The specialist will manage relationships with business clients and deliver tailored financial solutions while ensuring compliance with regulations. Candidates should have strong skills in relationship management and financial analysis. A Bachelor's...

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...