Relationship Executive, Private Bank

1 week ago

Brisbane, Queensland, Australia Bank of Queensland Full time

About the Role

The role of the Relationship Manager is to deliver on our distribution strategy by building on a mortgage portfolio through new client acquisition and management of existing clients.


The role will be responsible for achieving individual sales and growth targets whilst providing exceptional customer service to our core medical client base.


Some of the responsibilities will include:

  • Working collaboratively within their team to develop and share a portfolio of new and existing clients who engage in an entire banking solution.
  • Promote and sell our banking product suite to core clients, including meeting clients at their home and/or place of work to conduct interviews to determine financial situation and objectives, discussing options for the client and developing tailored solutions.
  • Consistently meet and/or exceed individual volume targets and performance objectives.
  • Assist with the implementation and ongoing development of the POD client acquisition strategy, including Marketing strategy.
  • The Specialist plays a key role in driving the PODs direction and performance including client acquisition, volume, and primary client relationship and satisfaction.
  • Manage relationships with clients leveraging and aligning internal resources to maximise client satisfaction and retention.
  • In conjunction with clients' accountants, proactively work with clients to understand financial objectives and help implementing plans to realise these objectives\Develop leads for other areas of the business (commercial and deposits) to enhance client relationship and retention of client and where appropriate referring clients to our strategic business partners for other services, for example insurances.
  • Actively coaching the Internal Consultant in achieving the partnership/POD's joint objectives.
  • Demonstrate an understanding of our client niche and market issues.

About you
Some of the skills and experience required to be successful in the role include:

  • Degree would be preferable, but experience most valued
  • Demonstrated aptitude for Banking, Finance and Industry niches
  • Strong sales track record
  • Understanding of credit, risk and security
  • Understanding of contracts and documentation
  • Energy, initiative and proactive approach to selling and relationship management

About Us

BOQ Group is a truly unique group of challenger brands with a purpose - to provide a genuine alternative to Australian financial services for customers and employees.


Our family of brands (Bank of Queensland (BOQ), ME Bank, Virgin Money Australia, BOQ Specialist), each come with their own defined customer audience and brand personality, but share one goal - to build social capital through banking.

That's creating trust with customers, exploring staff potential and believing that tiny gestures and big ideas can change the world for communities.


BOQ Group's inclusive vision is to foster a workspace that values and leverages difference and creates new possibilities, a place where our people feel confident to bring their best selves to work every day.

We embrace difference and believe that our workforce should reflect the customers and communities that we serve.


Since 2021, BOQ Group is recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA).

In 2023, we successfully implemented an innovative Reconciliation Plan, driving positive change and promoting inclusivity across BOQ Group.

Our Perks

  • Flexible working arrangements
  • Discounted financial products
  • Salary sacrificing options
  • Paid parental leave with no minimum
  • Purchase annual leave
  • Discounted private health insurance plan
  • Employee Assistance Program (EAP)
  • Access to employee network groups focused on First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers and accessibility
  • BOQ Group is a member of Pride in Diversity and a participating organisation in the Australian Workplace Equality Index

How to Apply
BOQ Group is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.

We celebrate, value and include people of all backgrounds, gender and expressions, sexualities, cultures, bodies and abilities.

When you apply, you are welcome to tell us the pronouns you use and please let us know any reasonable adjustments you may need during the interview process.


If you are successful for a role with BOQ Group, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act.

These checks may include, but are not limited to:
identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.

Job Reference:
BOQ03715

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