Senior Private Wealth Specialist
Drive growth in high-net-worth (HNW) client acquisition. Collaborate with Global Investment Services Directors to deliver tailored investment solutions. Permanent opportunity with a leading financial institution.
What Do I Need?
To excel in this role, you’ll need:
1. Proven experience in building deep client relationships in the HNW/UHNW sector (Private Banking, Investment, or Private Wealth).
2. A track record of successful client acquisition and business development within the Banking, Investment, or Wealth industry.
3. Strong expertise in delivering holistic banking, wealth, and investment solutions for private clients.
4. Demonstrated ability to collaborate effectively across teams and business segments.
5. Sound risk and compliance knowledge, including AML/KYC obligations and client due diligence.
Aboriginal and Torres Strait Islander Peoples are encouraged to apply. To apply please click apply or call Alexander Cox on 03 8628 2117 for a confidential discussion.
About the Job
Contract Type: FULL_TIME
Focus: Private Wealth Management
Workplace Type: Hybrid
Experience Level: Director
Location: Melbourne
Specialism: Banking & Financial Services
Industry: Banking
Salary: Negotiable
Job Reference: 2045090/001
Date posted: 6 March 2025
Consultant: Alexander Cox
Come join our global team of creative thinkers, problem solvers, and game changers. We offer accelerated career progression, a dynamic culture, and expert training.
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