Private Banking Wealth Manager

  • Company

    Profusion Group
  • Location

    Australia-Sydney
  • Compensation

    Excellent remuneration package based on experience
  • Position Type

    Permanent
  • Employment type

    Full time
  • Updated

    22 Nov 2009
  • eFC Ref no

    544084
True private bank, investments local and international

Our client is renowned for its successful and professional Private Banking Business. They provide an unparallel level of service to their clients and partner with their clients to maximize their wealth management strategies and goals. Based on their wide network and global product breadth, the Private bank function enables clients to expand their geographical reach and service offering while still retaining client care and handling in-house.

As a Private Banking Wealth Manager, you will automatically benefit from their expertise, market insight, analysis and state-of-the-art technology. The Private Banks aim is to offer a range services and front-to-back solutions that will enable you to optimize specific or all the Private Banks products to your clients.

Currently there is an opportunity for a Private Banking Wealth Manager in their Sydney Private Banking team. This role will suit a highly professional and dynamic individual that seeks the security of a successful brand name in order for your clients to feel confident investing their money in one of their many investment products.

As a Private Banking Wealth Manager, you will be provided a high level of support through the brand, assistant staff, management, marketing and marketing initiatives and products.

This is a unique opportunity that will see you build long term successful relationships with your network of clients. Your strong experience and proven track record within Private Banking or where you have developed a high net worth group of clients will provide you the ideal stepping into this premier banking brand.

To be successful in your application we are seeking professionals with the following:

  • Proven relationship management and development skills within a private advisory, financial planning or private banking group.
  • Strong understanding across a range on investment products.
  • Ideally an existing FUM or relationships that you could develop further over time
  • Preferably strong relevant qualifications
  • RG146 Compliant
  • Contact:

    David Cardile

  • Company:

    Profusion Group

  • Website:

    www.profusiongroup.com

  • Recruiter Ref:

    PB3420DC

  • Address:

    Australia
  • Note: Please quote eFC Ref: 544084 when applying for this job.

  • 4000000000531273
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