Private Banking Client Experience Specialist in Sydney

Private Banking Client Experience Specialist in Sydney

Sydney Full-Time 47250 - 57750 $ / year (est.) Hybrid
M

At a Glance

  • Tasks: Support Private Bankers by managing client info and preparing documents.
  • Company: Join Macquarie Group, a leader in Banking and Financial Services.
  • Benefits: Enjoy hybrid work, collaborative culture, and career development opportunities.
  • Other info: Great opportunity for growth in a dynamic environment.
  • Why this job: Build relationships and gain valuable experience in the finance sector.
  • Qualifications: Proactive attitude and strong administrative skills required.

The predicted salary is between 47250 - 57750 $ per year.

Macquarie Group in Sydney is seeking a proactive client service and administrative support professional to back our Private Bankers.

You will help manage client information in our CRM, prepare agreements and letters, and assist with onboarding and portfolio implementation.

This role offers exposure to the Banking and Financial Services team, a collaborative culture, and hybrid working arrangements.

You will build relationships with clients and advisers while developing your knowledge of private

#J-18808-Ljbffr

Private Banking Client Experience Specialist 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.

M

Contact Details:

Macquarie Group Recruitment Team

We think you need these skills to ace Private Banking Client Experience Specialist in Sydney

Client Service Skills
Administrative Support
CRM Management
Document Preparation
Onboarding Processes
Portfolio Implementation
Relationship Building