High Net Worth Client Portfolio Manager

6 days ago

Melbourne, Victoria, Australia beBeeClient Full time $120,000 - $180,000
Key Role Responsibilities

The successful candidate will possess exceptional client-facing, lending, and wealth management expertise, with a proven ability to attract new business.

  • Manage a portfolio of high net worth clients.
  • Attract new business and develop strong client relationships.
  • Provide expert lending advice and wealth management solutions.

Requirements for Success

  • Prior experience managing high net worth client portfolios.
  • Previous exposure to preparing credit submissions for commercial lending.
  • Experience in conducting business development within private or commercial banking.
  • Knowledge of wealth and investment products and services.

Benefits Package

  • Excellent leave provisions including parental leave program.
  • Extensive discounts on banking products and services.
  • Discounts on private health insurance.
  • Professional development opportunities.

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