Associate Private Banker

As a Private Banker access investment expertise, research, insights, lateral thinking, robust risk management and consistent monitoring that Macquarie applies to every client and situation. Contribute to business development activities and identify and welcome new clients to Macquarie Private Bank.
At Macquarie, we are working to create lasting value for our communities, our clients and our people. We are a global financial services group operating in 34 markets and with 54 years of unbroken profitability. You'll be part of a supportive team where everyone - no matter what role - contributes ideas and drive outcomes.
What role will you play?
Initially working closely with an experienced Senior Private Banker, you will develop bespoke investment and strategic advice to high-net-worth individuals and their families. You will be involved in preparing review documents, be the '2nd chair' in client meetings and deliver go forward advice documents always adhering to all compliance and regulatory standards. You will look to build relationships and trust with clients to become their first point of contact. You will proactively deliver or co-ordinate Macquarie's various solutions and liaise with other Macquarie divisions, accountants, lawyers and other trusted advisers, to provide an exceptional and seamless client experience.
What you offer

• Tertiary qualifications (with strong academic results) in a commerce, banking, finance, or a related discipline
• Track record of creating appropriate and compliant financial advice, potentially through an associate or paraplanning role
• Thorough attention to detail and ability to take responsibility for delivery of outcomes
• Polished presentation, both personal and in deliverables
• Ability to build strong trusted relationships.

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.
Benefits
Macquarie employees can access a wide range of benefits which, depending on eligibility criteria and location, include:

• Hybrid and flexible working arrangements
• Wellbeing and service bonus leave
• Up to 20 weeks paid parental leave as well as benefits to support you as you transition to life as a working parent
• Paid volunteer leave and donation matching
• Range of benefits to support your physical, psychological and financial wellbeing

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, purchasing a car or investing to manage wealth.
Our commitment to Diversity, Equity and Inclusion
We are committed to providing a working environment that embraces diversity, equity, and inclusion. We encourage people from all backgrounds to apply for a role regardless of their identity, including gender, race, ethnicity, cultural identity, nationality, age, sexual orientation, gender identity, intersex status, marital or family status, neurodiversity, religion or belief, disabilities, or socio-economic background.
If you require adjustments to your working arrangements or the recruitment process, please let us know when applying.
About Macquarie
A career at Macquarie means you'll have the opportunity to develop new skills, explore interesting fields and do challenging work that will impact the lives of people around the world-whether it's accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we're empowering people to innovate and invest for a better future.
Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
Find out more at
Job no: BFS-975703
Work type: Permanent - Full time
Location: Brisbane
Category: Business Development & Sales, Private Banking & Wealth Management
Group: Banking and Financial Services
Division: Wealth Management
Recruiter: Sijia Dong
Opening Date: 16/1/2024
We will email you new jobs that match this search.
Great, we can send you jobs like this, if this is your first time signing up, please check your inbox to confirm your subscription.
The email address was invalid, please check for errors.
You must agree to the privacy statement Subscribe Recaptcha
Privacy agreement
Search results
Brisbane
Exciting opportunity to join Macquarie's Private Bank and work closely with an experienced Senior Private Banker!
Current opportunities
Brisbane
Exciting opportunity to join Macquarie's Private Bank and work closely with an experienced Senior Private Banker!
Campaigns
Loading...
© Macquarie Group Limited / Script for LinkedIn Tag and Instructions Below:/