High Net Worth Banking Specialist

2 days ago

Sydney, New South Wales, Australia beBeeRelationships Full time $114,167 - $145,155

Job Summary

We are seeking an experienced banking professional to join our team as a High Net Worth Banking Specialist. As a key member of our dynamic team, you will play a pivotal role in delivering exceptional client experiences and driving business growth.

About the Role

The successful candidate will be responsible for building and managing a portfolio of high-net-worth clients, providing personalized financial solutions and promoting our banking product suite. Key responsibilities include:

  • Developing and maintaining strong relationships with clients to understand their financial needs and goals.
  • Promoting and selling our banking products to core clients, including meeting them at their home or workplace to discuss financial options and develop tailored solutions.
  • Collaborating with internal resources to maximize client satisfaction and retention.
  • Driving business growth and performance through effective sales strategies and relationship management.

Required Skills and Qualifications

To be successful in this role, you will require:

  • Demonstrated expertise in banking, finance, and industry niches.
  • Strong understanding of credit, risk, and security principles.
  • Excellent communication and interpersonal skills.
  • A proactive approach to relationship management and sales.

Benefits

As a High Net Worth Banking Specialist, you will have the opportunity to work in a fast-paced and dynamic environment, with a focus on delivering exceptional client experiences and driving business growth. You will be part of a talented team that values collaboration, innovation, and excellence.

About Us

We are a leading financial services provider dedicated to delivering exceptional client experiences and driving business growth. We foster a workplace that values diversity, inclusivity, and teamwork, creating new possibilities for our employees and customers alike.

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