Partnership Manager - Commonwealth Private (Sydney)

Job Description

About us Commonwealth Private strives to provide outstanding personal service and trusted advice to high-net-worth individuals who have the intention to invest or borrow at least AU$2.5million. Our breadth of experience allows us to offer clients a comprehensive range of solutions, market-leading products, and innovative investment opportunities. We are backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group, helping our clients achieve the best possible outcomes. Our team includes Private Bankers and Private Wealth Managers specializing in banking, lending strategic advice, investments, and insurance across Australia. Our vision is to be the private bank successful Australians recommend. About the role Reporting to the National Head - Property within Commonwealth Private, the Partnership Manager will focus on Business Development, particularly in consumer lending and commercial products of the CBA Group, delivering value propositions and holistic partnership solutions to external and internal relationships. You will drive the successful delivery of partnerships for a seamless banking offering, enhancing customer satisfaction through relationship deepening and solution development. Collaborating with industry leads and Private Banking teams, you'll identify best-in-class partnerships and opportunities while applying good governance to these relationships. Additionally, you will: Onboard and manage external and internal referral partnerships Maintain ongoing relationships and portfolios of referral partners Coordinate a structured approach to reporting weekly outcomes Scorecard KPIs aligned to business outcomes and growth objectives Coordinate events and manage thought leadership initiatives for referral partners Engage existing partners and manage offboarding Utilize risk management skills Apply knowledge of credit risk and Private Bank policy Facilitate introductions from CP front line teams Demonstrate strong stakeholder management Manage opportunity and referral partner processes from acquisition to conversion Maintain awareness of external market trends Arrange networking opportunities for banker cohorts and referral partners About you To be successful in this role, we're looking for talent who have: 1-5 years of experience in Business Development or Strategic Relationship roles Strong communication and presentation skills for driving partnerships Technical evaluation skills in asset allocation, portfolio construction, equities, fixed income, alternatives, and real assets Experience in wealth management and financial markets, preferably in the HNW segment Commitment to compliance and risk management Experience in Banking or Real Estate preferred Excellent interpersonal, oral, and written communication skills Proven ability to drive new business and partnership activity A high level of emotional intelligence and collaboration skills Some understanding of consumer and commercial lending and investments preferred If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), please apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career. We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support, please contact HR Direct on 1800 989 696. Advertising End Date: 25/03/2025 #J-18808-Ljbffr