Financial Services Career Opportunity

2 weeks ago

Sydney Melbourne, Australia beBeeCareer Full time $77,900 - $104,275
About the Role

As a graduate in Private Wealth, you will have the opportunity to make a real impact and develop your skills. This is a chance to build a rewarding career in a dynamic environment.

You will work on innovative projects, receive comprehensive training and mentorship, complete meaningful tasks and have the chance to network with leaders across the organisation.

  • Assist in the provision of product control, accounting support and financial analysis to deliver exceptional results.
  • Support Funds Transfer Pricing activities to drive business growth.
  • Contribute to the preparation of key reporting packs and group financial results to inform strategic decisions.
  • Perform liquidity and rates modelling processes to drive business success.
  • Undertake portfolio analysis to identify opportunities for growth.
  • Work collaboratively with a team of Private Bankers to provide tailored banking solutions for high-net-worth clients.
  • Develop and build strong customer relationship skills to deliver exceptional client experiences.
  • Construct lending proposals tailored for high-net-worth individuals to meet their unique needs.
  • Partner with our teams that provide strategic advice across areas such as investment and portfolio management, cash-flow planning, superannuation, and retirement planning.
  • Actively support both transactional and full portfolio management services to deliver exceptional client outcomes.
  • Collaborate with different teams across the organisation to meet client needs and drive business success.
  • Develop an understanding of both banking and investment products and services to provide expert guidance.
  • Participate in strategic projects to support the growth and performance of the business.

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