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High Net Worth Client Portfolio Manager
3 weeks ago
This role presents a unique challenge for an individual seeking to manage and develop a portfolio of high net worth clients in the Sydney CBD area.
The ideal candidate will possess a strong foundation in credit and lending practices, as well as a comprehensive understanding of banking products and services.
Main Responsibilities:- Develop and maintain a portfolio of key high net worth clients, primarily focusing on professional services partners within Tier 1 firms.
- Identify new business opportunities and establish networks with internal and external contacts to drive growth.
- Evaluate the economic value and risk potential of new business prospects.
- Implement strategies to enhance client growth and satisfaction.
- Exercise delegated lending authorities to sanction loans personally.
- Establish and execute annual business plans for allocated client portfolios.
- Strong credit and lending practices across residential, commercial, and equity-based asset classes.
- A deep understanding of banking products and services.
- Proven track record of delivering exceptional client service within the high net worth market.
- Ability to add genuine value and service.
- Outstanding interpersonal skills.
- Wealth management or financial planning experience is desirable but not essential.
We are committed to fostering an inclusive work environment where everyone feels valued and respected for their individuality.
