at Macquarie
Investment BankingPosted 6 days ago
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**Lead Private Banker (24350) - Senior Role in Wealth Management** - **Responsibilities**: Lead high-net-worth client relationships, deliver tailored investment advice, originate opportunities, collaborate with specialists, and shape team standards. - **Required Skills**: Proven wealth management expertise, business development acumen, established networks, leadership ability, exceptional communication skills, and FASEA registration. - **Experience**: Senior level with a track record of delivering compliant wealth strategies, acquiring new clients, and growing assets under management. - **Location**: Brisbane (with additional office locations) - **Employment Type**: Permanent - Full time - **Benefits**: Macquarie offers a range of benefits, including wellbeing leave, parental leave, volunteer leave, and learning & development opportunities.
- Compensation
- Not specified
- City
- Brisbane
- Country
- Australia
Currency: Not specified
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Lead Private Banker
What role will you play?
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What you offer
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- Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia.
- A proven track record of delivering compliant, tailored wealth strategies and investment advice to high-net-worth and ultra-high-net-worth clients.
- Demonstrated success in acquiring new clients, growing assets under management and achieving business development targets through referrals, networking and proactive market engagement.
- A strong commercial mindset with the ability to identify, pursue and convert new business opportunities while delivering exceptional client outcomes.
- Established professional networks and referral relationships, or a demonstrated ability to build and leverage influential networks that generate consistent client opportunities.
- Proven leadership capability, including mentoring, coaching and influencing colleagues to drive high performance and collaboration.
- Exceptional relationship management skills, with the ability to build trusted, long-term partnerships with clients and key external stakeholders.
- Outstanding presentation, communication and influencing skills, both in client interactions and written deliverables.
- A reputation as a trusted adviser with strong market credibility and the ability to represent Macquarie Private Bank in the market.
What we offer
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- 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
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Inclusion at Macquarie
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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.
