Financial Advisor for High Net Worth Individuals

7 days ago

Melbourne, Victoria, Australia beBeeRelationship Full time $180,000 - $230,000
Strategic Relationship Manager

As a strategic relationship manager, you will be responsible for managing a portfolio of ultra-high net worth customers and working with them to achieve their current and future financial goals.

You will guide customers through key milestones in their home buying, asset acquisition, and investment process with seamless communication.

Additionally, you will work with your network to introduce new clients into our private bank to enjoy our whole-of-wallet opportunities.

Key responsibilities include:

  • Developing and maintaining relationships with existing and prospective high net worth customers.
  • Providing tailored advice and solutions to meet the complex needs of ultra-high net worth individuals.
  • Working closely with colleagues to ensure seamless delivery of service.
  • Supporting internal stakeholders with information to assist the end-to-end service of clients.

Requirements:

  • A proven track record in complex consumer & commercial lending, knowledge of ultra-high net worth client needs.
  • Recent experience in a similar role from within Private Banking, Business/Commercial Banking or similar.
  • Experience in residential and commercial lending, including complex lending structures and the ability to interpret complex financials.
  • Demonstrated ability to develop new networks and maintain effective relationships with ultra-high net worth clients.
  • Tertiary qualifications in Commerce, Business, or related field (preferred).
  • RG146 (preferred).

The ideal candidate will possess excellent communication and interpersonal skills, as well as the ability to think critically and solve complex problems. If you are a self-motivated and professional individual looking to take your career to the next level, we encourage you to apply for this exciting opportunity.

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