High Net Worth Client Portfolio Manager

3 days ago

Brisbane, Queensland, Australia beBeeRelationship Full time $90,000 - $120,000
About the Role

The Private Banking team is seeking a skilled professional to manage a portfolio of high-net-worth clients and deliver tailored financial solutions.

This role involves collaborating with a dedicated Analyst to expand client relationships and provide personalized service.

  • Develop and share client portfolios that drive entire banking solutions.
  • Promote banking products to core clients, conducting interviews to understand their financial situation and objectives.
  • Manage client relationships, leveraging internal resources to maximize satisfaction and retention.

To succeed in this role, you will require:

  • Aptitude for banking, finance, and industry niches.
  • Understanding of credit, risk, and security.
  • Knowledge of contracts and documentation.
  • Energy, initiative, and proactive approach to selling and relationship management.
About Us

We are a unique group of challenger brands with a purpose – to provide a genuine alternative to Australian financial services for customers and employees.

We value diversity and inclusivity, fostering a workspace that values and leverages difference and creates new possibilities.

We recognize our workforce should reflect the customers and communities we serve.

Our Perks
  • Flexible working arrangements.
  • Discounted financial products.
  • Salary sacrificing options.
  • Paid parental leave.
  • Purchase annual leave.
  • Discounted private health insurance plan.
  • Employee Assistance Program.
  • Access to employee network groups focused on First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers, and accessibility.

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