Job Description
Macquarie Private Bank take 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.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
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 a 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
We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.
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:
1 wellbeing leave day per year
Up to 5 additional service bonus leave days per year
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
2 days of paid volunteer leave and donation matching
Up to 12 months’ gender affirmation leave, including 6 weeks’ paid leave
Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
Access to a wide range of salary packaging options
Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
Hybrid and flexible working arrangements, dependent on role
Reimbursement for work from home equipment
About Banking and Financial Services
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.
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, ****** orientation, marital or partnership status, parental, caregiving or family status, family and 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. To learn more, contact our team by clicking here.
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.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
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 a 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
We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.
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:
1 wellbeing leave day per year
Up to 5 additional service bonus leave days per year
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
2 days of paid volunteer leave and donation matching
Up to 12 months’ gender affirmation leave, including 6 weeks’ paid leave
Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
Access to a wide range of salary packaging options
Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
Hybrid and flexible working arrangements, dependent on role
Reimbursement for work from home equipment
About Banking and Financial Services
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.
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, ****** orientation, marital or partnership status, parental, caregiving or family status, family and 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. To learn more, contact our team by clicking here.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Associate Adviser – Private Banking position is now open for candidates interested in the Bank Jobs sector. This role in Perth offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
