High Net Worth Customer Advisor
1 week ago
We exist with the purpose of opening up a world of opportunity. Our unique expertise, capabilities, breadth and perspectives provide opportunities for our customers and colleagues through global connectivity.
We bring together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
This role is an excellent opportunity to make a difference in customer lives at our Castle Hill Branch.
Main Responsibilities:- Fulfil customer's needs by providing tailored solutions to achieve and grow their financial goals.
- Partner with our customers on appropriate products and services.
- Act as a trusted advisor to your own unique portfolio of high net-worth customers.
Key Requirements:
- You have access to tailored professional development opportunities.
- You will have competitive pay, flexible working culture and a range of employee benefits.
About This Role:
- As a Premier Relationship Manager you will be responsible for ensuring the highest ethical standards and operational integrity.
- You will introduce, promote and assist customers with digital banking solutions to meet their needs.
Training and Development:
- Participate in ongoing training and development opportunities to deepen your skills and expertise.
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