Private Banking Client Services Rep - Wealth Management

Full time Information and Record Clerks

Sydney
Wealth Management
Permanent

An exceptional opportunity has arisen for a Private Banking Client Services Rep [CSR] to join a prominent global private banking client in Sydney, supporting a small group of senior Private Bankers in a premium client-focused private wealth environment. This role offers a valuable entry point into private wealth management, where you will gain exposure to financial markets, client servicing, and the operational backbone of a fast-paced Private Banking desk.

Key Responsibilities

Private Banker Support:

• Act as a key point of coordination between the Private Bankers, internal operations teams, clients, and third-party providers
• Support dai...