Private Executive
Profusion Group ·www.profusiongroup.com
Apply direct
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:
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.
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.
Frequently asked questions
Who is hiring for the Private Executive role?
Profusion Group is hiring for the Private Executive position, a Shazamme client. Apply directly on the employer's career site.
Where is the Private Executive job located?
The Private Executive role with Profusion Group is based in Melbourne, VIC, AU.
Is the Private Executive role full-time or contract?
This is a full time position at Profusion Group.
What experience level is the Private Executive role?
The Private Executive position is aimed at mid-level candidates.
How do I apply for the Private Executive 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.