
at Macquarie
Investment BankingPosted 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
- City
- Sydney
- Country
- Australia
Currency: Not specified
Full Job Description
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Private Bank Associate Account Manager
What role will you play?
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What you offer
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- 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.
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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Our commitment to diversity, equity and inclusion
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