Private Executive
Core
Manage portfolios of High Net Worth, Ultra High Net Worth, and Family Office clients, delivering tailored banking, lending, and wealth solutions.
Role type
Senior Private Banking Executive (High Net Worth)
Builds
Integrated banking, lending, and wealth solutions for sophisticated individuals and families
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
High Net Worth client relationship management, complex lending and transactional banking, credit policy and risk management, professional network development, credit decision-making
Preferred skills
Business or commercial lending experience, RG146 Tier 1 and Tier 2 accreditation
Technologies
None stated
Responsibilities
Manage a portfolio of High Net Worth and Family Office clients across Victoria; Support clients with complex lending and transactional banking; Build deep and enduring client relationships; Grow portfolio by identifying new opportunities; Collaborate with specialists across the bank; Maintain strong risk and compliance disciplines
Seniority
Senior, hands-on IC