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Private Bank Associate Account Manager

ExperiencedNo visa sponsorship
Macquarie logo

at Macquarie

Investment Banking

Posted 2 days ago

No clicks

**Private Bank Associate Account Manager (22409)** Drive business development and manage high-net-worth clients. Qualify inbound prospects and oversee seamless banking solutions. Proven sales experience needed, with excellent communication skills and client focus. Certifications in finance and knowledge of Salesforce a plus. Competitive benefits and flexible work arrangements. Join our global financial services group empowering wealth clients.

Compensation
Not specified

Currency: Not specified

City
Sydney
Country
Australia

Full Job Description

  • Jobs

  • Featured jobs

  • Back to search

Private Bank Associate Account Manager

Additional office locations
Sydney
Job ID
22409
Date
29-May-2026
Permanent - Full time, Mid-level
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

You will drive business development by qualifying inbound, outbound and web-to-lead prospects, ensuring a high conversion rate for both Banking Solutions and Private Bank Advice teams.

In parallel, you will manage and nurture a portfolio of nation-wide High-Net-Worth deposit clients (typically $1m+), acting as their primary point of contact and overseeing the seamless delivery of a suite of banking solutions. By building deep client relationships and collaborating closely with internal teams and advisers, you will deliver an exceptional, end-to-end client experience with a focus on supporting their banking needs.

Your success in the role will be underpinned by ensuring all client requests are handled accurately and efficiently, and that records are maintained in line with internal policies and regulatory standards.

What you offer

Press space or enter keys to toggle section visibility

  • Passion for delivering exceptional client experiences and building a career in private banking
  • Experience in financial services or wealth management, with strong investment/financial advice knowledge
  • Proven success in sales roles, with the ability to influence and engage stakeholders
  • Excellent communication skills with a proactive, energetic approach
  • Strong knowledge of consumer and business lending policies and principles
  • RG146 certified, with a commitment to growing wealth expertise
  • Certificate IV in Finance and Mortgage Broking (desirable)
  • Proficiency in Salesforce (highly regarded)
  • Strong drive to grow in private banking and contribute to a collaborative team
  • Tertiary qualifications in Commerce, Banking, Finance, or a related field.

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.

Our commitment to diversity, equity and inclusion

Press space or enter keys to toggle section visibility

We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. To learn more, contact our team by clicking here.

Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.

Private Bank Associate Account Manager

Compensation

Not specified

City: Sydney

Country: Australia

Macquarie logo
Investment Banking

2 days ago

No clicks

at Macquarie

ExperiencedNo visa sponsorship

**Private Bank Associate Account Manager (22409)** Drive business development and manage high-net-worth clients. Qualify inbound prospects and oversee seamless banking solutions. Proven sales experience needed, with excellent communication skills and client focus. Certifications in finance and knowledge of Salesforce a plus. Competitive benefits and flexible work arrangements. Join our global financial services group empowering wealth clients.

Full Job Description

  • Jobs

  • Featured jobs

  • Back to search

Private Bank Associate Account Manager

Additional office locations
Sydney
Job ID
22409
Date
29-May-2026
Permanent - Full time, Mid-level
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

You will drive business development by qualifying inbound, outbound and web-to-lead prospects, ensuring a high conversion rate for both Banking Solutions and Private Bank Advice teams.

In parallel, you will manage and nurture a portfolio of nation-wide High-Net-Worth deposit clients (typically $1m+), acting as their primary point of contact and overseeing the seamless delivery of a suite of banking solutions. By building deep client relationships and collaborating closely with internal teams and advisers, you will deliver an exceptional, end-to-end client experience with a focus on supporting their banking needs.

Your success in the role will be underpinned by ensuring all client requests are handled accurately and efficiently, and that records are maintained in line with internal policies and regulatory standards.

What you offer

Press space or enter keys to toggle section visibility

  • Passion for delivering exceptional client experiences and building a career in private banking
  • Experience in financial services or wealth management, with strong investment/financial advice knowledge
  • Proven success in sales roles, with the ability to influence and engage stakeholders
  • Excellent communication skills with a proactive, energetic approach
  • Strong knowledge of consumer and business lending policies and principles
  • RG146 certified, with a commitment to growing wealth expertise
  • Certificate IV in Finance and Mortgage Broking (desirable)
  • Proficiency in Salesforce (highly regarded)
  • Strong drive to grow in private banking and contribute to a collaborative team
  • Tertiary qualifications in Commerce, Banking, Finance, or a related field.

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.

Our commitment to diversity, equity and inclusion

Press space or enter keys to toggle section visibility

We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. To learn more, contact our team by clicking here.

Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.