Associate Private Banker

Job description

Who you’re with matters when you’re building your career in private banking. Macquarie Private Bank brings together experienced bankers, deep investment expertise and a collaborative team culture, backed by the institutional strength of Macquarie. It’s a place to learn from trusted advisers, work with high-net-worth clients and be part of a team focused on delivering distinctive insights and a premium client 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 an Associate Private Banker, you’ll play an important role in helping deliver Macquarie Private Bank’s advice, insights and premium service to high-net-worth clients.

Working closely with the Private Bankers and Lead Private Bankers, you’ll support client relationships, prepare high-quality review and advice materials, and help clients stay connected to the expertise, research and investment perspectives available across Macquarie. You’ll be a polished and personable second chair in client meetings and a trusted point of contact for clients and their broader adviser networks. You’ll support onboarding, coordinate follow-up actions and contribute to tailored investment and strategic solutions in collaboration with the Private Bankers and Lead Private Bankers.

Through everything you do, you’ll help deliver a seamless, professional and premium client experience, while ensuring advice and client materials are accurate and aligned to regulatory and compliance requirements. High achievement drive with a strong motivation to deliver results Genuine passion for financial advice and exceeding client expectations Proactive, thoughtful approach with a focus on reliability and follow-through Commitment to delivering a premium client experience Tertiary qualifications in Commerce, Banking, Finance, or a related discipline, with strong academic results Demonstrated experience in creating appropriate and compliant financial advice (e.g. in an associate or paraplanning role).

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. At Macquarie, you’re empowered to shape a career that’s 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 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. 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.