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Financial Manager High Net Worth Clients
3 weeks ago
About Our Financial Services
Our team delivers a seamless banking experience for our customers. We offer market-leading products and services, supported by some of the world's best systems and processes.
Premier Banking Team Overview
We provide Relationship Management to high net worth customers within our Customer Service Network. Our teams consist of Relationship Managers and Associates throughout Australia, reporting into all states.
Supporting Sophisticated Clients
We support clients with complex financial needs, typically with lending and investment balances of $1M or more. As well as assisting our clients to achieve financial growth, we provide superior service to help them better manage their daily finances.
Key Responsibilities
- You will manage these relationships through regular contact and follow-up, quality financial health checks and strong market awareness.
- You are an achiever of customer service excellence by demonstrating empathy and patience in every interaction.
