- Adelaide CBD
- Focused on HNW & UHNW advice clients
- Attractive six figure salary plus a strong bonus structure
Highly sophisticated and specialised private bank team within a Big 4 bank. It offers a full range of wealth, investment, and lending advice. This is a high calibre team built on success. Providing wealth and investment advice to HNW and UHNW clients and family groups.
This is a senior role, providing complex investment advice to HNW and UHNW clients and family groups. Leveraging your strong relationship management skills to work alongside the private bank team to provide a broad range of investment advice to new and existing clients.
- Providing wholesale investment advice to a wide range of clients
- Build strong relationships with top-end clients
- Develop key internal stakeholder relationships across the business
- Be proactive in the areas of marketing and networking
Skills & Experience
- Extensive experience dealing with HNW & UHNW clients
- Comprehensive knowledge of the wholesale investment offering
- Ability to build strong relationships with internal referral partners
- In-depth understanding of Capital Markets and Wealth Management
- Relationship management and new business development skills within Private Banking
- FASEA approved degree or graduate diploma
What’s on Offer
This is a rare opportunity with a highly respected private bank to take on a senior role that has a market-leading base/bonus structure as well as a positive work-life balance. You will be surrounded and supported by experienced qualified professionals who enjoy a workplace driven by success and growth.
Click on the APPLY button or contact Steve Kelly on 0404 103 899.