Premier Banking Financial Services Specialist

4 days ago

Sydney, New South Wales, Australia beBeeRelationship Full time $100,000 - $150,000

About the Role

This is a unique opportunity to join our team as a Premier Banking Relationship Manager. In this position, you will be responsible for managing high net worth clients with sophisticated financial needs.

Your Key Responsibilities:

  • Manage relationships through regular contact and follow-up, quality financial health checks, and strong market awareness.
  • Proactively build positive relationships with customers by identifying and anticipating their financial needs.
  • Look for opportunities to provide customers with innovative financial service solutions, including lending and investment options.
  • Drive client acquisition and referrals from existing portfolios.
  • Offer suggestions to meet the specific goals and growth of high net worth clients.
  • Resolve client needs personally and maintain end-to-end service provision.
  • Refer customers to appropriate specialists for complex financial planning and investment needs.

We're Looking for People Who Have:

  • Minimum 2 years' experience in mortgage/lending products services.
  • Experience in sales roles with diversified product offerings.
  • Passionate customer service managers.
  • Committed relationship-oriented individuals.
  • The capacity to flourish in a fast-paced environment.
  • Certificate IV accreditation in lending or similar (preferred).
  • FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred).

About Your Development Opportunities:

We offer career pathways, development opportunities, and best-in-market training.

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