Private Banker
Private Banker
Commonwealth Private
Perth CBD
CAN YOU changethe way a company does business?
DO YOU want to work in a growing and successful business that has authentic and visionary leaders?
Who are we?
Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities.
You will:
You will be responsible for developing and managing relationships with high net worth individuals. Our clients are to be provided with a full range of financial services, products and innovative solutions. You will work collaboratively with the Private Wealth Managers within the team to achieve superior client outcomes.
Key dutiesinclude:
- Developing and managing the relationships with a group of high net worth individuals/clients
- Maximising the revenue earned from every client relationship
- Being responsible for the overall marketing and cross-sell of products toyour clients
- Providing feedback to the product groups to ensure that products are suitable and innovative for the client base
- Managing and developing team members within your area of responsibility
- Provide support and assistance to the Executive Manager in meeting the overall business targets for the team.
You are:
- You will have excellent sales and interpersonal skills
- Prior experience in a relationship management role
- Good understanding of traditional and Financial Markets' investment products
- Accounting and regulatory knowledge
- Some knowledge of equities markets
- Good understanding of taxation and superannuation implications for high net worth individuals
- Lending experience, so as to maximise opportunities but retain a good quality portfolio
Diploma of Financial Planning/Tertiary qualifications in a business related discipline would be an advantage.
You will be backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group and supported by an engaged and forward thinking leadership team.
Please apply online today.
Advertised:
30 Aug 2013 W. Australia Standard Time
Leave a Reply
You must be logged in to post a comment.