Associate Private Banker

Job Description

We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth solutions.

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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.

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What role will you play?

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As an Associate Private Banker, you will play a key role in delivering Macquarie Private Bank's expertise to clients by leveraging its investment insights, research, and disciplined risk management approach. You will support business development by identifying prospective clients, helping onboard them, and coordinating their ongoing engagement, while working closely with a Senior Private Banker to ensure a high-quality, timely, and personalised client experience.

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In this role, you will prepare detailed and professionally presented review and forward-looking advice documents, support client meetings as a polished and personable "second chair," and ensure accurate follow-up of actions. You will build trusted relationships as a primary point of contact, deliver tailored investment and strategic solutions in collaboration with the Senior Private Banker, and liaise with clients' broader adviser networks. Throughout, you will provide an exceptional end-to-end client experience while maintaining strict adherence to all compliance and regulatory standards.

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What You Offer

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• High achievement drive with a strong motivation to deliver results
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• Genuine passion for financial advice and exceeding client expectations
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• Proactive, thoughtful approach with a focus on reliability and follow-through
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• Commitment to delivering a premium client experience
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• Tertiary qualifications in Commerce, Banking, Finance, or a related discipline, with strong academic results
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• Demonstrated experience in creating appropriate and compliant financial advice (e.g. in an associate or paraplanning role).
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What We Offer

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Benefits

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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:

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• 1 wellbeing leave day per year
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• Up to 5 additional service bonus leave days per year
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• 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
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• 2 days of paid volunteer leave and donation matching
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• Up to 12 months' gender affirmation leave, including 6 weeks' paid leave
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• Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
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• Access to a wide range of salary packaging options
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• Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
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• Hybrid and flexible working arrangements, dependent on role
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• Reimbursement for work from home equipment
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About Banking and Financial Services

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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.

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Inclusion at Macquarie

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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.

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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.