At a Glance
- Tasks: Build trusted relationships with high-net-worth clients and deliver tailored investment advice.
- Company: Join Macquarie Private Bank, a leading global financial services group.
- Benefits: Enjoy wellbeing leave, paid parental leave, volunteer days, and flexible working arrangements.
- Other info: Inclusive environment with opportunities for professional growth and development.
- Why this job: Shape a rewarding career while making a real impact in clients' financial journeys.
- Qualifications: FASEA requirements completed, proven financial planning experience, and exceptional presentation skills.
The predicted salary is between 82800 - 101200 $ per year.
Who you’re with matters when your clients rely on your advice, access and perspective. Macquarie Private Bank combines the strength of an institutional platform with a dedicated, collaborative team model, giving clients access to trusted advice, distinctive investment insights and a premium private banking experience. We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you’re 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.
As a Private Banker, you’ll build and deepen trusted relationships with high-net-worth clients and their families. You’ll use your expertise, commercial judgement and understanding of each client’s goals to deliver tailored investment and strategic advice, supported by Macquarie’s investment insights, research and institutional capability. You’ll work with specialists across Macquarie to deliver integrated client solutions and a premium experience from first conversation through to ongoing relationship management. You’ll also prepare and oversee high-quality advice and review materials, ensuring they are clear, professional and aligned to regulatory and compliance requirements. Through your networks, market insight and client focus, you’ll contribute to initiatives that drive innovation and reinforce Macquarie Private Bank’s position as one of Australia’s leading investment-focused private banks.
What you offer
- Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia
- A proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice
- Exceptional presentation skills, both in personal interactions and deliverables
- The ability to build trusted, long-term relationships with clients
- Demonstrated ability to build and leverage professional networks that create opportunities to introduce new clients to Macquarie Private Bank
What we offer
- 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
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 that’s buying a home, growing a business or investing to manage wealth.
Inclusion at Macquarie
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.
Private Banker in Sydney employer: Macquarie Group
Macquarie Group is an exceptional employer that fosters a collaborative and innovative work culture, where employees are empowered to drive meaningful change through data-driven insights. With a strong focus on professional development, the Global Reward Advisory team offers ample opportunities for growth and learning, all while being part of a dynamic global network that values diverse perspectives and encourages impactful contributions.