Private Banker - HNW Clients

This role is responsible for managing and expanding relationships with a portfolio of high-net-worth and family office clients. As a trusted adviser, you’ll deliver tailored financial strategies across both banking and wealth management, ensuring clients receive responsive and high-quality service. The role requires navigating internal teams and resources to meet client goals while upholding a strong risk and compliance mindset.

Primary Responsibilities:

• Manage a portfolio of affluent clients, focusing on relationship longevity, financial performance, and client satisfaction
• Identify opportunities to deepen engagement, enhance profitability, and deliver growth across funds under management and revenue streams
• Provide clear, timely guidance on lending and investment solutions, ensuring they align with client objectives and regulatory standards
• Work closely with internal experts—including credit, investment, and operational teams—to coordinate efficient and seamless service delivery
• Maintain rigorous oversight of transaction execution and portfolio governance
• Proactively seek out new client relationships through strategic networking and business development initiatives
• Prioritise a client-first approach, ensuring every interaction contributes to a premium experience.

Role Requirements:

• Established banking and lending experience.
• Strong understanding of credit processes, policy and credit skills including commercial debt knowledge.
• Proven experience working in banking.
• RG146

*PR or Australian citizenship required.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Bianca Loughran on +61 2 8289 3122 for a confidential discussion.