High Net Worth Client Manager

16 hours 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 Responsibilities
  • Portfolio Management: Manage a portfolio of high net worth clients to achieve financial goals and objectives.
  • Business Development: Attract new business and develop client relationships to grow the business.
  • Lending Expertise: Provide lending expertise and wealth management advice to clients.
About You
  • Experience: Prior experience managing a portfolio of high net worth clients is required.
  • Lending Experience: Previous exposure to preparing credit submissions for commercial lending is essential.
  • Business Development: Strong business development skills within private or commercial banking are necessary.
  • Wealth Knowledge: Knowledge of wealth and investment products and services is required.

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