High Net Worth Asset Manager

4 days ago

Brisbane, Queensland, Australia beBeePrivate Full time $120,000 - $140,000

About the Opportunity
At our institution, we're committed to providing exceptional wealth management services to high net worth individuals and family groups. As a skilled Private Banker, you'll play a vital role in helping clients achieve their financial goals by managing, growing, and preserving their assets.

Job Description:
We're seeking an experienced professional to join our team of experts who cater to the needs of our Family Office and Ultra High Net Worth clients. In this role, you'll be responsible for delivering a holistic service proposition that includes investment management, intergenerational wealth transfer, debt solutions, cash management, and transaction banking.

Your Key Responsibilities:
- Develop and maintain strong relationships with high value clients
- Provide expert advice on complex financial matters
- Work closely with Associate Private Bankers and other specialists to deliver timely and relevant solutions

What We Offer:
- A dynamic and supportive work environment
- Opportunities for career growth and development
- Access to cutting-edge technology and resources

Requirements:
- Excellent communication and relationship-building skills
- Proven experience in wealth management and lending
- Strong organisational and time management skills
- Ability to work independently and as part of a team
- Strong focus on compliance and attention to detail

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