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 number of recent promotions opportunities now exist for a couple of Assistant Private Bankers to support the Relationship Managers.
As Assistant Private Banker you will be responsible for:
Â· Building relationships with Clients and understanding client s requirements.
Â· Assisting RM's in structuring lending deals.
Â· Prepare and send through documentation for credit approval.
Â· Liaise with and coordinate with valuers and solicitors
Â· Maintain all product files accordance with the Bank's compliance requirements.
Â· Working closely with advisers for cross referral opportunities
To be considered, ideally you will be degree qualified and be working towards RG146 certified. You will have developed your career as an Assistant Relationship Manager in Corporate, Commercial, Private Bank, Advice or from within a stockbroking environment. For one of the positions you will need to have some knowledge of Business and Consumer Lending products and have the ability to structure lending proposals. The ability to analyse and interpret financial statements, strong time management, verbal and written communication skills and strong sales and customer relationship building skills is essential. This is an outstanding opportunity to join Private Bank as an Assistant Private Banker and further develop your career with a lending and investment environment.
To enquire further about this opportunity, please phone Natasha Diamond on 03 9016 9335 or email your resume to firstname.lastname@example.org