Private Executive

Competitive salary package + bonus + banking benefits
High-impact client acquisition role within private banking
Work with HNW/UHNW clients in a high-performing team
   
Company Overview
This organisation is a leading player in the Australian financial services market, offering sophisticated banking and wealth solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. With a strong focus on client outcomes and innovation, the business provides access to global investment expertise and a collaborative, high-performance culture.
   
Role Overview
As a Private Executive, you will focus on growing and managing a portfolio of HNW clients, delivering tailored banking and wealth strategies. You will collaborate with internal specialists and leverage investment insights to deepen client relationships and drive new business.
Key responsibilities:

• Proactively acquire and onboard HNW/UHNW clients
• Build and manage long-term, trusted client relationships
• Deliver tailored banking and wealth solutions aligned to client goals
• Identify new opportunities through networking and market insights
• Partner with internal teams to enhance client outcomes
• Ensure compliance with all regulatory, AML and KYC requirements

   
Skills & Experience

• Proven success in client acquisition within banking or financial services
• Strong experience working with HNW/UHNW clients
• Ability to deliver holistic financial solutions across banking and wealth
• Strong stakeholder engagement and relationship management skills
• Solid understanding of compliance, risk, AML and KYC obligations
• Commercial mindset with strong business development capability

   
What’s on Offer

• Competitive salary package + performance bonus
• Access to premium banking products and employee benefits
• Flexible working arrangements supporting work-life balance
• Ongoing learning and development opportunities
• Collaborative, high-performing team environment
• Opportunity to build a strong personal brand in private banking

   
Click ‘APPLY’ or contact Kim Truong on kim.truong@profusiongroup.com .
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.