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Associate Private Banker

ExperiencedNo visa sponsorship
Macquarie logo

at Macquarie

Investment Banking

Posted 7 days ago

No clicks

**Associate Private Banker Macquarie** Leverage Macquarie's investment expertise as an Associate Private Banker. Support business development, onboard clients, and maintain compliance. Key responsibilities involve preparing advice documents, assisting in client meetings, and ensuring exceptional client experiences. This full-time role requires a high achievement drive, financial advice passion, and relevant work experience. Tertiary qualifications in Commerce, Banking, or Finance are preferred. Join Macquarie for a rewarding career with diverse benefits, hybrid work options, and inclusive organizational culture.

Compensation
Not specified AUD

Currency: $ (AUD)

City
Sydney
Country
Australia

Full Job Description

  • Jobs

  • Featured jobs

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Associate Private Banker

Additional office locations
Sydney
Job ID
22258
Date
25-May-2026
Permanent - Full time, Junior
Job category
Wealth Management
Apply now
Share
  • Email
We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth solutions.
We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, youre 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?

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As an Associate Private Banker, you will play a key role in delivering Macquarie Private Banks expertise to clients by leveraging its investment insights, research, and disciplined risk management approach. You will support business development by identifying prospective clients, helping onboard them, and coordinating their ongoing engagement, while working closely with a Senior Private Banker to ensure a high-quality, timely, and personalised client experience.

In this role, you will prepare detailed and professionally presented review and forward-looking advice documents, support client meetings as a polished and personable second chair, and ensure accurate follow-up of actions. You will build trusted relationships as a primary point of contact, deliver tailored investment and strategic solutions in collaboration with the Senior Private Banker, and liaise with clients broader adviser networks. Throughout, you will provide an exceptional end-to-end client experience while maintaining strict adherence to all compliance and regulatory standards.

What you offer

Press space or enter keys to toggle section visibility

  • High achievement drive with a strong motivation to deliver results
  • Genuine passion for financial advice and exceeding client expectations
  • Proactive, thoughtful approach with a focus on reliability and follow-through
  • Commitment to delivering a premium client experience
  • Tertiary qualifications in Commerce, Banking, Finance, or a related discipline, with strong academic results
  • Demonstrated experience in creating appropriate and compliant financial advice (e.g. in an associate or paraplanning role).

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

Press space or enter keys to toggle section visibility

At Macquarie, youre empowered to shape a career thats 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

Press space or enter keys to toggle section visibility

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 thats buying a home, growing a business or investing to manage wealth.

Inclusion at Macquarie

Press space or enter keys to toggle section visibility

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.

Associate Private Banker

Compensation

Not specified AUD

City: Sydney

Country: Australia

Macquarie logo
Investment Banking

7 days ago

No clicks

at Macquarie

ExperiencedNo visa sponsorship

**Associate Private Banker Macquarie** Leverage Macquarie's investment expertise as an Associate Private Banker. Support business development, onboard clients, and maintain compliance. Key responsibilities involve preparing advice documents, assisting in client meetings, and ensuring exceptional client experiences. This full-time role requires a high achievement drive, financial advice passion, and relevant work experience. Tertiary qualifications in Commerce, Banking, or Finance are preferred. Join Macquarie for a rewarding career with diverse benefits, hybrid work options, and inclusive organizational culture.

Full Job Description

  • Jobs

  • Featured jobs

  • Back to search

Associate Private Banker

Additional office locations
Sydney
Job ID
22258
Date
25-May-2026
Permanent - Full time, Junior
Job category
Wealth Management
Apply now
Share
  • Email
We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth solutions.
We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, youre 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?

Press space or enter keys to toggle section visibility

As an Associate Private Banker, you will play a key role in delivering Macquarie Private Banks expertise to clients by leveraging its investment insights, research, and disciplined risk management approach. You will support business development by identifying prospective clients, helping onboard them, and coordinating their ongoing engagement, while working closely with a Senior Private Banker to ensure a high-quality, timely, and personalised client experience.

In this role, you will prepare detailed and professionally presented review and forward-looking advice documents, support client meetings as a polished and personable second chair, and ensure accurate follow-up of actions. You will build trusted relationships as a primary point of contact, deliver tailored investment and strategic solutions in collaboration with the Senior Private Banker, and liaise with clients broader adviser networks. Throughout, you will provide an exceptional end-to-end client experience while maintaining strict adherence to all compliance and regulatory standards.

What you offer

Press space or enter keys to toggle section visibility

  • High achievement drive with a strong motivation to deliver results
  • Genuine passion for financial advice and exceeding client expectations
  • Proactive, thoughtful approach with a focus on reliability and follow-through
  • Commitment to delivering a premium client experience
  • Tertiary qualifications in Commerce, Banking, Finance, or a related discipline, with strong academic results
  • Demonstrated experience in creating appropriate and compliant financial advice (e.g. in an associate or paraplanning role).

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

Press space or enter keys to toggle section visibility

At Macquarie, youre empowered to shape a career thats 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

Press space or enter keys to toggle section visibility

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 thats buying a home, growing a business or investing to manage wealth.

Inclusion at Macquarie

Press space or enter keys to toggle section visibility

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.