Associate Private Banker
Profusion Group ·www.profusiongroup.com
Apply direct
Work closely with senior bankers managing HNW client portfolios
Strong exposure to lending, investments and wealth solutions
Collaborative environment with clear career development pathways
Company Overview
This organisation is a leading financial services provider in the Australian market, delivering tailored banking and wealth solutions to high-net-worth individuals and family groups. The business offers a collaborative and high-performance environment focused on strong client outcomes.
Role Overview
As an Associate Private Banker, you will support the management of a portfolio of high-net-worth clients alongside a Senior Private Banker. You will play a key role in delivering personalised banking solutions across lending, deposits, and investments while maintaining strong client relationships and contributing to portfolio growth.
Key responsibilities:
Skills & Experience
What’s on Offer
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.
Strong exposure to lending, investments and wealth solutions
Collaborative environment with clear career development pathways
Company Overview
This organisation is a leading financial services provider in the Australian market, delivering tailored banking and wealth solutions to high-net-worth individuals and family groups. The business offers a collaborative and high-performance environment focused on strong client outcomes.
Role Overview
As an Associate Private Banker, you will support the management of a portfolio of high-net-worth clients alongside a Senior Private Banker. You will play a key role in delivering personalised banking solutions across lending, deposits, and investments while maintaining strong client relationships and contributing to portfolio growth.
Key responsibilities:
- Support management of HNW client portfolios across lending, deposits and investment solutions
- Assist in driving revenue growth, margin optimisation and funds under management outcomes
- Manage day-to-day client banking needs and provide proactive, responsive support
- Identify opportunities for specialist referrals to enhance client outcomes
- Build and maintain relationships with internal stakeholders and external referral networks
- Support deal origination across lending and investment opportunities
- Ensure all activities align with risk, compliance and governance frameworks
Skills & Experience
- Experience in banking across lending, investments or cash management
- Strong understanding of credit, risk and compliance frameworks
- Proven ability to manage client requests with accuracy and attention to detail
- Strong relationship management skills with clients and stakeholders
- Commercial mindset with the ability to identify growth opportunities
- Excellent communication and collaboration capability
- Proactive and adaptable approach with a focus on continuous improvement
What’s on Offer
- Clear career progression within private banking
- Exposure to high-net-worth client portfolios
- Flexible working arrangements
- Collaborative and high-performing team environment
- Ongoing learning and development opportunities
- Access to employee benefits and wellbeing programs
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.
Frequently asked questions
Who is hiring for the Associate Private Banker role?
Profusion Group is hiring for the Associate Private Banker position, a Shazamme client. Apply directly on the employer's career site.
Where is the Associate Private Banker job located?
The Associate Private Banker role with Profusion Group is based in Melbourne, VIC, AU.
Is the Associate Private Banker role full-time or contract?
This is a full time position at Profusion Group.
What experience level is the Associate Private Banker role?
The Associate Private Banker position is aimed at junior-level candidates.
How do I apply for the Associate Private Banker role at Profusion Group?
Apply directly on Profusion Group's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.