Associate Adviser – Private Banking

Associate Adviser – Private Banking

Macquarie Private Bank takes a team-based approach to managing wealth, empowering successful individuals and families to focus on what matters most in their lives. With access to the breadth of Macquarie’s investment expertise, innovative thinking, and robust risk management, you’ll have the opportunity to contribute to the future of our business while learning and growing in a collaborative environment.

What role will you play?

As an Associate Adviser, you will work closely with a team of experienced Senior Private Bankers to deliver tailored advice and exceptional service to high‑net‑worth clients. You will be responsible for assisting in the preparation of high‑quality advice documents, crafting review and forward‑looking advice materials with meticulous attention to detail and a professional presentation. You will also play a key role in client engagement by participating as the “second chair” in client meetings, ensuring a polished and personable experience while managing timely follow‑ups. Over time, you will build trust with both the team and clients, becoming a valued and active member of the advising team.

You will be responsible for supporting the delivery of Macquarie’s solutions to meet clients’ needs now and into the future, while also collaborating with trusted advisers such as accountants, lawyers, and other professionals in our clients’ networks. This is a unique opportunity to develop your skills, build meaningful client relationships, and contribute to providing bespoke investment and strategic advice.

What You Offer

• A strong drive for achievement and a passion for delivering exceptional client outcomes.
• Tertiary qualifications (with strong academic results) in commerce, banking, finance, or a related discipline.
• Meet FASEA requirements.
• Track record of creating appropriate and compliant financial advice, through an associate adviser or paraplanning role.
• Thorough attention to detail and ability to take responsibility for delivery of outcomes.
• Polished presentation, both personal and in deliverables.
• Ability to build strong trusted relationships.
• A desire to over time develop your own networks to attract new clients and become a trusted Private Banker.

What We Offer

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 :

Our commitment to diversity, equity and inclusion

We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental or caregiving status, family or domestic violence status, neurodiversity, religion or belief, disability, or socio‑economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process.

Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.

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