Expert Financial Strategist

1 day ago


Brisbane, Queensland, Australia beBeeFinancial Full time $180,000 - $240,000

Create a compelling future with a Senior Private Banking role.

Role Overview

You will serve as the trusted advisor to high-net-worth individuals, delivering customized banking and wealth solutions that surpass expectations. With expertise in complex lending and a proven ability to navigate it, you will expand a portfolio of clients through new relationships and cross-selling opportunities.

Key Responsibilities:
  • Determine and maintain relationships with high-net-worth clients to understand their financial goals and needs.
  • Offer personalized banking and wealth solutions tailored to meet each client's unique requirements.
  • Analyze client data to identify growth opportunities and develop strategies to increase revenue.
  • Collaborate with internal teams to ensure seamless delivery of products and services to clients.


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