In-Demand Private banker Jobs in Victoria

Client Service Associate
Macquarie Group Limited —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Financial services
- Time management
- Annual leave
- Work from home
Associate Private Banker
ANZ Banking Group —Melbourne VIC
- Full-time
- Management
- Communication skills
3d
Private Banker
ANZ Banking Group —Melbourne VIC
- Full-time
- Business development
- Communication skills
- Time management
2d
Private Wealth Adviser
ANZ Banking Group —Melbourne VIC
- Full-time
- Financial services
Mobile Banker- Geelong
Bank of Queensland —Melbourne VIC
- Full-time
- Parental leave
- Employee assistance program
Senior Private Banker
Westpac Group —Melbourne VIC
- Full-time
- Business development
Senior Mobile Banker - Melbourne
Bank of Queensland —Melbourne VIC
- Full-time
- Parental leave
- Employee assistance program
Reach Legal Consultant | Banking & Finance Lawyer | Melbourne
Ashurst LLP —Melbourne VIC
- Full-time
- Management
- Negotiation
9d
Team Lead - Cashflow Solutions
ANZ Banking Group —Melbourne VIC
- Full-time
- Leadership
2d
Regional Director - Broker Partnerships, VIC
ANZ Banking Group —Melbourne VIC
- Analysis skills
- Leadership
5d
Mobile Bankers
Bank of Queensland —Melbourne VIC
- Full-time
- Parental leave
- Employee assistance program

More jobs to discover

Find similar jobs that you might be interested in.

Client Service Associate
Macquarie Group Limited —Melbourne VIC
You will provide high-quality client service and administrative support to our Bankers and clients alike, including answering queries and providing information…
Associate Private Banker
ANZ Banking Group —Melbourne VIC
Sound knowledge of credit, risk and compliance frameworks. Strong attention to detail, a disciplined approach to execution and a commitment to maintaining the…
3d

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Client Service Associate

Macquarie Group Limited -
Melbourne VIC

Apply Now

Job Details

Permanent | Full-time

Benefits

Matched giving program
Annual leave
Work from home
Parental leave
Employee assistance program
Paid volunteer leave
Salary packaging

Qualifications

Management
Financial services
Time management

Full Job Description

Join our high performing team and provide client service and administrative support to a dedicated team of Macquarie Private Bankers. You will become familiar with the Private Bank clients, as well as the process of advising and portfolio construction.

We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you’re empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

You will provide high-quality client service and administrative support to our Bankers and clients alike, including answering queries and providing information and working across the broader Banking and Financial services division to enable the resolution of client queries. You will be responsible for ensuring client information is accurate and maintained within our CRM and assist with the preparation of client documentation including Client Service Agreements, Wholesale Client Letters, File Notes, Records of Advice. Along with managing the onboarding of new clients, facilitating portfolio implementation, and assisting with ongoing portfolio and client management you will also facilitate all administrative aspects associated with supporting the client relationship.

What you offer

Passion for delivering an exceptional client experience and the ability to foster strong client relationships with a strong motivation to build a career within Private Banking.
Prior experience supporting advisors within the Wealth Management, Financial Services or relevant industry experience with a solid understanding of the workings of financial products and platforms.
A high attention to detail, willingness to learn and strong stakeholder management skills.
A proactive mind set and excellent time management skills.

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

What we offer

At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:

1 wellbeing leave day per year
Up to 5 additional service bonus leave days per year
Up to 20 weeks’ paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks’ paid leave for non-primary caregivers
2 days of paid volunteer leave and donation matching
Up to 12 months’ gender affirmation leave, including 6 weeks’ paid leave
Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
Access to a wide range of salary packaging options
Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
Hybrid and flexible working arrangements, dependent on role
Reimbursement for work from home equipment

About Banking and Financial Services

Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that’s buying a home, growing a business or investing to manage wealth.

Inclusion at Macquarie

We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.

We provide reasonable adjustments to individuals who may need support during the recruitment process and employment. If you require an adjustment, please let us know during the application process.

Apply Now

Refine Your Search

private banker jobs in victoria

Client Service Associate

Associate Private Banker

Private Banker

Private Wealth Adviser

Mobile Banker- Geelong

Senior Private Banker

Senior Mobile Banker - Melbourne

Reach Legal Consultant | Banking & Finance Lawyer | Melbourne

Team Lead - Cashflow Solutions

Regional Director - Broker Partnerships, VIC

Mobile Bankers

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I want to receive the latest job alert for private banker in victoria

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What we offer

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