Relationship Manager Premier Banking
4 weeks ago
We are seeking a skilled Relationship Manager to join our Premier Banking team, providing exceptional service to our high net worth clients.
As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, understanding their financial needs and providing tailored solutions to meet their goals.
Key Responsibilities- Manage a portfolio of high net worth clients, providing regular contact and follow-up to ensure their financial needs are met.
- Conduct quality financial health checks to identify opportunities for growth and provide innovative financial service solutions.
- Proactively build positive relationships with clients, anticipating their financial needs and providing exceptional customer service.
- Collaborate with internal teams to provide comprehensive financial solutions, including lending and investment options.
- Identify and pursue opportunities to acquire new clients and grow existing relationships.
- Minimum 2 years' experience in mortgage/lending products services.
- Experience in a sales role with diversified product and service offerings.
- Strong customer service skills and ability to build strong relationships.
- Ability to work in a fast-paced environment and meet sales targets.
- Certificate IV accreditation in lending or similar (preferred).
- FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred).
Commonwealth Bank is a leading financial institution, committed to delivering exceptional service to our customers. We offer a dynamic and supportive work environment, with opportunities for career growth and development.
We are an equal opportunities employer and welcome applications from diverse candidates.
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