Our client is a leading Australian Financial Institution with an exceptional reputation for delivering outstanding service and solutions to their clients. This Private Bank is well established and has a very strong reputation amongst HNW individuals. Due to a recent promotion an opportunity now exists for a Mandarin and Cantonese speaking Relationship Manager/Private Banker to take over and manage this existing and highly successful portfolio.
As Private Banker you will be responsible for:
To be considered, ideally you will be degree qualified and PS146 or RG146 certified. You will have developed your career within Private, Wealth, Corporate or Institutional banking. Some experience in Investment or Wealth may assist you in providing complex financial and holistic solutions to your client portfolio. Having some exposure to Investment and gearing strategies, estate planning and tax advice will be an advantage however not essential.
To enquire further about this opportunity, please phone Natasha Diamond on 03 9016 9335 or email your resume to email@example.com