Banking Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeeWealth Full time $1,200,000 - $2,000,000
Private Banking Opportunities

We provide exceptional service and trusted advice to high-net-worth individuals who seek tailored financial solutions. Our extensive experience enables us to offer clients a comprehensive range of banking services, along with innovative investment opportunities.

Backed by superior research capabilities and the resources of the Commonwealth Bank Group, we help our clients achieve the best possible outcome. Our team specialises in delivering financial solutions, located across Australia.

Our vision is to be the private bank of choice for successful Australians.

Job Description:

As a Private Banker, you will develop and grow your portfolio of high-net-worth clients by providing them with a full range of financial services and products. This includes wealth protection, creation, revenue growth, and new client acquisition. You will deliver outstanding service, tailored advice, and exclusive opportunities to drive client satisfaction.

Requirements:

  • Recent experience in a similar lending-focused role from within Private Banking or Business Banking.
  • Portfolio management expertise.
  • Existing referral networks.
  • Experience in consumer/residential lending, including complex lending and investments.
  • A demonstrated ability to develop and maintain effective relationships with high-net-worth or complex clients.

Benefits:

This role offers the opportunity to work with a high-performing team, providing exceptional service and trusted advice to high-net-worth individuals. You will have the chance to develop and grow your skills and expertise in a dynamic and challenging environment.

About You:

To succeed in this role, you will need to be innovative, driven, analytical, quick to learn, and ambitious. You will also require recent experience in a similar lending-focused role, portfolio management expertise, existing referral networks, experience in consumer/residential lending, and a demonstrated ability to develop and maintain effective relationships with high-net-worth or complex clients.

Key Skills:

The key skills required for this role include excellent communication and interpersonal skills, strong analytical and problem-solving skills, and the ability to work effectively in a team environment.

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