Job Description
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,...
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