Driving Client Growth in Wealth Management

2 weeks ago

Adelaide, South Australia beBeePrivate Full time $150,000 - $200,000
Private Banking Executive Opportunity

Drive client growth and acquisition in the wealth sector by delivering a holistic banking, wealth, and service proposition to high net worth clients. Collaborate with peers across teams and segments to achieve business objectives.

Key Responsibilities:

  • Proactively identify new HNW client opportunities and develop strategic plans to acquire and retain clients
  • Partner with investment services directors to deliver tailored solutions to meet client needs
  • Develop and maintain deep relationships with clients to drive revenue growth and client satisfaction

Requirements:

  • Proven success in building strong client relationships and driving business growth in the wealth sector
  • Strong understanding of private banking and wealth management principles and practices
  • Excellent communication and interpersonal skills

Benefits:

  • Opportunity to work with a leading financial institution and be part of a dynamic team
  • Competitive remuneration and benefits package
  • Professional development opportunities to enhance your career

How to Apply:

If you are a results-driven professional looking for a challenging opportunity to drive client growth and acquisition, please submit your application including your resume and cover letter.

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