Relationship Executive, Private Bank

Overview

The Private Banking team in Brisbane is seeking a Relationship Executive to join on a permanent basis, based out of the Newstead office. The role is to manage a portfolio of clients and support the delivery of their financial needs. The Relationship Executive Private Bank will be supported by a dedicated Analyst, with the goal of expanding the client's relationship with BOQ Specialist.

Responsibilities

• Work collaboratively within the team to develop and share a portfolio of clients who engage in an entire banking solution.
• Promote our banking product suite to core clients, including meeting clients at their home and/or place of work to assess financial situations and objectives, discuss options for the client and develop tailored solutions.
• Manage relationships with clients leveraging and aligning internal resources to maximise client satisfaction and retention.

About You

To be successful in this role, the ideal candidate should possess a degree, although experience is most valued. They should have a demonstrated aptitude for Banking, Finance, and Industry niches, along with a strong business development background. An understanding of credit, risk, and security is essential, as well as a solid grasp of contracts and documentation. Additionally, the candidate should exhibit energy, initiative, and a 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.

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

To apply for this role, follow the links or apply via our Careers Page.

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 may share your pronouns and let us know any reasonable adjustments you may need during the interview process.

If you are successful for a role with BOQ Group, background screening is a condition of employment 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.

Please no agency applications.

Job Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance, Health Care Provider, and Customer Service
• Industries: Banking, Hospitals and Health Care, and Financial Services

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