Our client is a leading Financial Institution with an exceptional reputation for delivering outstanding service and solutions to their clients.
Due to a recent relocation, our client is seeking an experienced Private Banker to develop, retain and grow this mature ultra HNW portfolio. Your main role will be to assist clients in managing their wealth, providing complex and strategic direction and advice. Your role will be to build a solid understanding of your client's financial requirements taking into consideration both investment and gearing strategies, estate planning and tax advice.
To be considered, ideally you will be degree qualified and PS146 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.
This is a great opportunity for an individual who wants to join a progressive Financial Institution. To be successful with this type of portfolio, you will need to be confident, articulate and possess a strong personality and possess a deep understanding of the industry and have the ability to converse with your clients on a very sophisticated manner. Excellent attention to detail and a strong client service philosophy will set you apart from other Private Bankers.
To enquire further about this opportunity, please phone Natasha Diamond on 03 9016 9335 or email your resume to firstname.lastname@example.org