Private Wealth Manager

2 weeks ago

Brisbane, Queensland, Australia beBeeRelationship Full time $150,000 - $200,000
About This Role

You will serve as a trusted advisor to high-net-worth clients, providing customized banking and wealth management solutions that exceed their expectations.

With expertise in complex lending and strong relationship-building skills, you will grow a portfolio of high-net-worth clients through both new and existing connections.

Main Responsibilities
  1. Establish and maintain deep relationships with high-net-worth clients.
  2. Lead the development of complex lending solutions and structure bespoke credit arrangements.
  3. Deliver a comprehensive banking and wealth management proposition.
  4. Collaborate across teams to enhance client outcomes.
  5. Help clients achieve long-term financial benefits.
Key Qualifications
  1. Demonstrated success in building strong client relationships.
  2. Strong capability in complex lending and credit solution structuring.
  3. Confidence in delivering a comprehensive banking and wealth management proposition.
  4. A collaborative mindset and passion for enhancing client outcomes.
  5. Mandarin language skills are highly desirable.

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