High Net Worth Client Manager

2 days ago

Sydney, New South Wales, Australia beBeeClientPortfolio Full time $170,000 - $180,000

**Client Portfolio Manager Role Overview**

The primary objective of this position is to manage a portfolio of key high net worth clients, focusing on professional services partners across top-tier firms. Key responsibilities include identifying new business opportunities, establishing networks of internal and external contacts, assessing the economic value and risk potential of new business ventures, implementing initiatives to develop client growth, and personally sanctioning lending within own delegated lending authorities.

**Essential Qualifications**

  • Strong credit and lending practices across residential, commercial, and equity-based asset classes
  • A sound understanding of banking products and services
  • A proven client service record in a high net worth client market
  • Outstanding interpersonal skills

**About Our Organisation**

We value diversity and inclusivity, fostering an environment where everyone feels valued and appreciated for being their authentic selves. We strive to create a culture of equity and respect, partnering with employee resource groups to promote an inclusive workplace.

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