Private Client Manager
2 months ago
**About Bankwest Private**:
At **Bankwest Private **we recognise that our client's time and personal wealth is important to them, so we take the time to understand their personal goals, fast track their requests and deliver key insights and opportunities to them. We do this through aligning our activities to our strategic values of sustainable growth, customer experience, people & culture and simplicity, whilst ensuring that at all times we own and manage risk, which is a part of the Bankwest DNA.
***About the opportunity**:
As a **Private Client Manager **, you will manage a portfolio of existing clients, generate new to bank opportunities and contribute positively to the development of junior staff and the culture of the business.
**In addition to this, you will**:
- Maintain an active calling program with clients, referral sources and advocates
- Structure and support new and existing proposals through appropriate approval channels with a "right first time" approach
- Exercise personal delegations in a risk aware manner
- Ensure portfolio data quality is maintained to the highest standards
- Adopt agile working framework
**About you**
To be successful you will have exceptional credit and communication skills (both written and verbal) with a proven ability to analyse and present complex lending structures where debt servicing is dependent on multiple cash-flow sources (e.g. multiple family trust entities within a single borrowing group).
**In addition, you will have**:
- Highly developed relationship building skills
- The ability to facilitate sales, negotiation and problem solving with a high net worth client base
- Effective proactive portfolio management skills to ensure that risk and compliance is maintained to the highest standards
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Advertising End Date: 19/03/2023
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