Associate Adviser – Private Banking
Macquarie
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?
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
1 wellbeing leave day per yearUp to 5 additional service bonus leave days per yearUp 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 caregivers2 days of paid volunteer leave and donation matchingUp to 12 months’ gender affirmation leave, including 6 weeks’ paid leaveAccess to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinationsAccess to a wide range of salary packaging optionsAccess to a wide range of learning and development opportunities, including reimbursement for professional membership or subscriptionHybrid and flexible working arrangements, dependent on roleReimbursement for work from home equipment About Banking and Financial Services
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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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
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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 disciplineMeet FASEA requirementsTrack record of creating appropriate and compliant financial advice, through an associate adviser or paraplanning roleThorough attention to detail and ability to take responsibility for delivery of outcomesPolished presentation, both personal and in deliverablesAbility to build strong trusted relationshipsA 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 offerPress space or enter keys to toggle section visibility
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 yearUp to 5 additional service bonus leave days per yearUp 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 caregivers2 days of paid volunteer leave and donation matchingUp to 12 months’ gender affirmation leave, including 6 weeks’ paid leaveAccess to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinationsAccess to a wide range of salary packaging optionsAccess to a wide range of learning and development opportunities, including reimbursement for professional membership or subscriptionHybrid and flexible working arrangements, dependent on roleReimbursement for work from home equipment 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. Our commitment to diversity, equity and inclusionPress space or enter keys to toggle section visibility
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, 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 .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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