Bespoke Client Relationship Manager

2 weeks ago

Melbourne, Victoria, Australia beBeePartnership Full time $120,000 - $180,000
Job Overview

Serve as a high-net-worth client relationship manager, partnering with successful individuals to deliver bespoke banking and wealth solutions.

With a focus on acquisitions, you'll grow and manage a portfolio of clients, offering insights and opportunities that exceed expectations. Backed by our Global Investment Services team, you'll bring world-class thinking to every conversation.

What We're Looking For
  • A strong track record in client relationships—confidently identifying opportunities and converting them into lasting partnerships.
  • Proven ability to build deep, trusted connections with HNW/UHNW clients.
  • Confidence in delivering a holistic banking and wealth proposition tailored to individual client needs.
  • A collaborative mindset, working seamlessly across teams to elevate client outcomes.
  • Strong understanding of compliance and risk, including AML/KYC obligations.
Why Join Us

We're committed to becoming our customers' #1 banking partner for life. In return, we offer a supportive and inclusive community, flexible work arrangements, and opportunities for growth and development.

Here are a few of the ways we're already doing that:

  • Special offers on banking products and discounts from top brands.
  • Flexible work arrangements to help you achieve a greater work/life balance.
  • Tailored learning and development opportunities to help your career grow within the bank.
  • Lots of opportunities to 'give back' to the Community by getting involved in our many volunteering initiatives.

To get started, simply click on the APPLY or APPLY NOW button.

We welcome everyone – no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community.

If you need any adjustments during the recruitment process, you can find out more information and additional contact details by visiting the People with Disability and/or needing Accessibility Requirements page on our website.

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