
Financial Industry Relationship Professional
5 days ago
We are seeking a dynamic Business Development Associate to join our team. This is an exciting opportunity for someone looking to gain exposure to a world-class banking platform and develop their skills and talents over time.
The successful candidate will support Senior Relationship managers with complex client portfolios in the Multinational space, assisting in the seamless delivery of solutions and supporting the provision of proactive client coverage.
- Working with various Commercial Subsidiary Group (CSG) relationship managers to support clients in every step of their relationship - from on-boarding and preparation of EUDDs and various credit memos for submission to credit approvers and committees.
- Learning about a broad range of industries and developing a deep level of expertise on Citi's credit, policies and practices.
- Manage and grow a portfolio of emerging relationships, with a focus on delivering best-in-class service and the origination of business opportunities within this portfolio.
- Conducting research on prevailing industry and market conditions that are key inputs into the CCB's business development activities.
Key Skills and Qualifications:
We are looking for individuals with:
- At least 1-3 years of relationship management and credit experience, sound understanding of finance and accounting fundamentals, together with some exposure to; transaction banking, loans and financial markets (FX and derivative)
- Knowledge of, and ability to complete AML and KYC processes
- The ability to understand the part they play in building a strong CCB/CSG culture that enables our teams to deliver remarkable experiences to our clients
- The ability to thrive in an entrepreneurial organizational structure and add value by bringing an optimistic, proactive approach to the work they do
What We Offer:
We offer a dynamic and supportive work environment, opportunities for career growth and development, and a competitive compensation package.
],-
Financial Industry Professional
5 days ago
Melbourne, Victoria, Australia beBeeAssociate Full time $46,757 - $114,326**Job Opportunity:** Associate AdviserWe are seeking a highly motivated and driven individual to join our team as an Associate Adviser. This role offers the opportunity to work with a highly experienced team, assisting in conducting due diligence, processing transfer related documents and liaising with existing and new clients.**Key Responsibilities:Identify...
-
Financial Relationship Manager
2 weeks ago
Melbourne, Victoria, Australia beBeeInvestment Full time $70,000 - $80,000Job Opportunity:This role is a great opportunity to expand your professional experience and knowledge in the funds management industry. It involves collaborating with various teams involved in the investment process and building relationships with clients.Main Responsibilities:Develop and maintain relationships with sales teams, key account managers, and...
-
Financial Adviser
4 weeks ago
Melbourne, Victoria, Australia Tribeca Financial Full time2 days ago Be among the first 25 applicantsThis range is provided by Tribeca Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$110,000.00/yr - A$143,000.00/yrDirect message the job poster from Tribeca FinancialAre you an experienced Financial Adviser looking to work with a...
-
Financial Adviser
4 weeks ago
Melbourne, Victoria, Australia Tribeca Financial Full time2 days ago Be among the first 25 applicantsThis range is provided by Tribeca Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$110,000.00/yr - A$143,000.00/yrDirect message the job poster from Tribeca FinancialAre you an experienced Financial Adviser looking to work with a...
-
Relationship Manager
7 days ago
Melbourne, Victoria, Australia La Trobe Financial Full time $90,000 - $120,000 per yearAbout La Trobe FinancialAustralia's premier Alternative Asset Manager since 1952. Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion Assets Under Management and over 550 employees deployed across Melbourne and Sydney. For over 70 years, we have been trusted to deliver market leading...
-
Workplace Services Manager
13 hours ago
Melbourne, Victoria, Australia Relationship Matters Full timeAbout the roleWe seek a self-motivated, client focused Manager to provide business development, account management, program oversight and direct service delivery to new and existing clients. In collaboration with the Counselling Team, you will develop and promote Relationship Matters' Workplace Services, EAP, and consulting, coaching and training...
-
Financial Relationship Manager
5 days ago
Melbourne, Victoria, Australia beBeeRelationship Full time $79,115 - $104,001Job OverviewWe are seeking a Financial Relationship Manager to play an essential part in helping customers achieve their financial goals by providing expert advice and seamless service.About the RoleThe Financial Relationship Manager will connect customers with suitable products, build strong relationships, and provide ongoing support to help them make the...
-
Melbourne, Victoria, Australia Trilogy Financial Group Full time $60,000 - $80,000 per yearWe are hiring at Trilogy Financial GroupIf you love working as part of a team, having fun and are looking to join a successful group here in Mildura, then this could be for you.Our private wealth management advice firm has delivered 20 years of exceptional service to clients, and has a professional reputation within the community built on trust.The...
-
Relationship Manager
2 weeks ago
Melbourne, Victoria, Australia La Trobe Financial Full time2 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from La Trobe FinancialAustralia's premier Alternative Asset Manager since 1952. Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion Assets Under...
-
Relationship Manager
1 week ago
Melbourne, Victoria, Australia La Trobe Financial Full time2 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from La Trobe FinancialAustralia's premier Alternative Asset Manager since 1952. Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion Assets Under...