Private Wealth Manager
An excellent opportunity has arisen for a Private Banker/Wealth Manager to join a team that services a professional services group of clients in the Emerging HNW space (threshold is $1m of cash and investible assets).
- CBD location, Sydney
- Financial institution with a global influential presence
- Private Banking, servicing an Emerging HNW portfolio of clients
Responsibilities
- A hybrid role between managing around 140 professional service clients and winning new clients through new business development, cross sell and referrals
- Collaborating with other partners (Risk, DCM, Advisory, ECM) across the bank to ensure an effective and value adding strategy is identified, whilst mitigating against any risks
- Submitting lending proposals to the credit teams. Evidence debt serviceability of new to bank and existing clients via detailed credit analysis
- On-board in a seamless fashion any new to bank clients
Prerequisites
- Minimum of 1-4 DFP qualifications completed
- Proven business development experience
- Demonstrable, strong communication skills to be applied to internal stakeholders and clients
- Strong credit analysis experience (PL, Balance sheet and Cashflow statements)
- Demonstrable relationship management experience and wealth management/private banking experience
- The role would suit candidates with 4-5 years of experience
- University degree in Business, Commerce, Economics or a related discipline
- A deep understanding of the Private Banking landscape across ANZ region
- Foreign languages are of interest but are not essential
Compensation
- Salary range is between $100-125k, plus Superannuation and a per annum bonus
Please submit your CV to jamess@porterallen.com.au
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