High Net Worth Banking Expert

6 days ago

Melbourne, Victoria, Australia beBeeFinancial Full time $120,000 - $170,000
High-Net-Worth Banking Career

Develop a portfolio of high-net-worth clients and deliver tailored financial services.

About the Role

As a High-Net-Worth Banking expert, you will work closely with clients to understand their unique financial needs and goals. You will develop and implement personalized financial strategies to help your clients achieve their objectives.

The role involves providing exceptional client service, building strong relationships, and staying up-to-date with market trends and regulatory requirements.

You will have the opportunity to work with a range of financial products and services, including banking, lending, investments, and insurance.

Key Responsibilities
  • Develop and manage a portfolio of high-net-worth clients.
  • Provide tailored financial advice and solutions to clients.
  • Build and maintain strong relationships with clients and internal stakeholders.
  • Stay up-to-date with market trends and regulatory requirements.
  • Work collaboratively with colleagues to achieve business objectives.
Requirements
  • Recent experience in a similar role from within Private Banking or Business Banking.
  • Portfolio management experience.
  • Existing referral networks.
  • Experience in consumer/residential lending, including complex lending and investments.
  • Demonstrated ability to develop and maintain effective relationships with high net worth or complex clients.
  • Tertiary qualifications in Commerce, Business, or related field (desirable).
  • RG146 (desirable).
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth.

How to Apply

To be considered for this role, please submit your application, including your resume and a cover letter outlining your relevant experience and qualifications.

  • High-Net-Worth Client Relationship Manager

    5 days ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $120,000 - $150,000

    Private Banking OpportunitiesWe are seeking a skilled Private Banker to join our team in Melbourne.The ideal candidate will have experience in developing and growing a portfolio of high-net-worth clients, providing tailored financial services, products, and innovative solutions.Develop and grow a portfolio of high-net-worth clients.Provide comprehensive...

  • High Net Worth Client Portfolio Manager

    6 days ago

    Melbourne, Victoria, Australia beBeeClient Full time $120,000 - $180,000

    Key Role ResponsibilitiesThe successful candidate will possess exceptional client-facing, lending, and wealth management expertise, with a proven ability to attract new business.Manage a portfolio of high net worth clients.Attract new business and develop strong client relationships.Provide expert lending advice and wealth management solutions.Requirements...

  • High Net Worth Specialist

    5 days ago

    Melbourne, Victoria, Australia beBeePrivate Full time $160,000 - $240,000

    Key Roles and Responsibilities:Develop a portfolio of high-net-worth Private Banking client relationships.Drive the growth of existing and new-to-bank clients.We're seeking to provide unique and differentiated insights, expertise, and opportunities for high-net-worth clients. Our comprehensive offering is built around their goals and backed by the financial...

  • Financial Advisor for High Net Worth Individuals

    6 days ago

    Melbourne, Victoria, Australia beBeeRelationship Full time $180,000 - $230,000

    Strategic Relationship ManagerAs a strategic relationship manager, you will be responsible for managing a portfolio of ultra-high net worth customers and working with them to achieve their current and future financial goals.You will guide customers through key milestones in their home buying, asset acquisition, and investment process with seamless...

  • High Net Worth Client Manager

    2 weeks ago

    Melbourne, Victoria, Australia beBeeWealth Full time $120,000 - $180,000

    Manage high net worth client portfolios, attract new business and develop relationships by providing lending expertise and wealth management advice in a full-time permanent position.Key ResponsibilitiesPortfolio Management: Manage a portfolio of high net worth clients to achieve financial goals and objectives.Business Development: Attract new business and...

  • High Net Worth Portfolio Manager

    2 weeks ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $120,000 - $180,000

    Senior Private Client Manager Job OverviewA senior professional is responsible for managing a portfolio of high net worth clients.This individual delivers tailored financial solutions to meet client needs, utilizing experience in private banking, business development and client acquisition.Key Responsibilities:Develop and manage key relationships with high...

  • High Net Worth Client Strategist

    6 days ago

    Melbourne, Victoria, Australia beBeeStrategist Full time $120,000 - $150,000

    Job DescriptionAs a key member of our team, you will be responsible for cultivating and managing a portfolio of high-net-worth clients. Your expertise in delivering bespoke banking and wealth solutions will enable you to establish deep, trusted relationships with these clients.">Key ResponsibilitiesIdentify and pursue new business opportunities through...

  • High Net Worth Relationship Specialist

    4 days ago

    Melbourne, Victoria, Australia beBeeCustomerCentric Full time $130,000 - $183,500

    We are seeking a skilled and customer-focused professional to join our team as a Premier Relationship Manager.This is an exciting opportunity to work with high net worth customers, providing tailored solutions to meet their financial goals and needs.You will be responsible for building strong relationships with your clients, understanding their financial...

  • High Net Worth Client Partner

    6 days ago

    Melbourne, Victoria, Australia beBeeClient Full time $120,000 - $210,000

    Unlock Your Potential as a High-Net-Worth Client PartnerCreate your best future with us.You'll partner with successful individuals to deliver bespoke banking and wealth solutions. With a focus on acquisitions, you'll grow and manage a portfolio of high-net-worth clients, offering insights and opportunities that go beyond expectations. Backed by our Global...

  • High Net Worth Business Development Leader

    6 days ago

    Melbourne, Victoria, Australia beBeeDirector Full time $200,000 - $250,000

    At Commonwealth Private, we strive to deliver exceptional service and trusted advice to high net worth individuals. Our breadth of experience enables us to offer clients a comprehensive range of solutions, as well as market leading products and innovative investment opportunities.We leverage superior research capabilities and extensive resources to help our...