High-Net-Worth Portfolio Specialist

5 days ago

Sydney, New South Wales, Australia beBeeClient Full time $120,000 - $180,000
Private Client Manager

We're a team of professionals leveraging our expertise to make a positive impact on clients. You'll join a high-performing group, supporting talented individuals in their careers.

  • You'll develop and manage a portfolio of key High Net Worth clients, specialising in professional services partners across Tier 1 firms.
  • You'll identify new business opportunities and establish networks with internal and external contacts.
  • You'll assess the economic value and risk potential of new business.
  • You'll implement initiatives to drive client growth.
  • You'll personally sanction lending within your delegated authority.
  • You'll implement annual business plans for your allocated client portfolio.
Your Skills
  • Strong credit and lending practices across residential, commercial, and equity-based asset classes.
  • A sound understanding of banking products and services.
  • A proven track record of delivering exceptional client service within a High Net Worth client market.
  • Experience in adding genuine value and service.
  • Outstanding interpersonal skills.
About Us

We believe that a diverse and inclusive workplace benefits everyone. We've created a culture of respect and equity where everyone feels valued and appreciated for being themselves. We partner with Employee Resource Groups to foster an inclusive environment and celebrate individuality.

We're committed to providing an environment where you can thrive. For details on the recruitment process, please visit our website.

Join Our Team

If you think this role is right for you, we'd love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date.

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