Private Banking Client Services Rep - Wealth Management

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 daily workflow for advisers including diary coordination, internal follow-ups, and task tracking
• Prepare briefing packs for internal and client meetings including portfolio summaries, research, valuations, and investment recommendations

Client Service & Communication:

• Manage inbound Private Client queries via phone and email with professionalism and urgency
• Assist with client onboarding, KYC, and account maintenance processes
• Coordinate follow-ups from client meetings including preparation of investment paperwork, account updates, and instruction processing
• Liaise with clients’ accountants or external advisers regarding portfolio documentation and tax-related reporting

Administration & Documentation:

• Assist with preparation and submission of investment applications, corporate action instructions, and compliance documentation
• Maintain up-to-date records of client preferences, investment holdings, and meeting notes
• Coordinate the distribution of holding statements, quarterly performance reports and transaction summaries

Market Support:

• Assist with basic trading execution support including order monitoring, pricing queries and trade confirmations
• Provide general market research support including pulling product data, company updates and market summaries

Skills & Experience Required

Qualifications:

• Tertiary qualification in Finance, Commerce, Economics or Business is preferred but not essential
• Ideally financial markets, financial planning or advisory focused education would be well-regarded

Experience:

• Ideally 2–6 years of post-graduate experience in a professional services or financial services environment, ideally with a focus on Private Wealth, Private Banking or Financial Planning
• Prior experience supporting financial advisers or client service teams in wealth management, private banking, or investment platforms is highly regarded

Skills:

• Outstanding written and verbal communication skills
• High level of attention to detail and organisational ability
• Strong client service ethic and ability to manage client relationships professionally
• Competency in Microsoft Office (Excel, Word, Outlook); experience with financial software (e.g., IRESS, Xplan, or similar private wealth platforms) would be advantageous
• Ability to prioritise competing tasks and operate effectively under pressure in a team environment

This is an exceptional opportunity to work for a global firm in a Private Banking client services support function, alongside a team of high-performing Private Bankers. Our client is open to an applicant who is seeking to remain in a support position in the team, or an applicant who is keen to progress and develop toward being a junior Private Banker.