High Net Worth Relationship Manager

2 days ago

Sydney, New South Wales, Australia beBeeDirectorship Full time $250,000 - $300,000
Job Description

We are seeking a seasoned professional to join our team as an Associate Director.

This role will focus on managing a portfolio of ultra-high net worth clients and working with them to achieve their current and future financial goals.

You will guide clients through key milestones in their home buying, asset acquisition and investment process with seamless communication.

Additionally, you will work with your networks to introduce new clients into our business and share best practice with colleagues through coaching and capability uplift sessions.

You will support customers by taking action on feedback and correct any service breaks to drive improvement.

Support internal stakeholders with information to assist the end-to-end service of your clients.

Work in partnership with UHNW director in the management of UHNW clients with a focus on patch growth while managing a portfolio of their own.

Required Skills and Qualifications
  • Proven complex consumer & commercial lending experience, knowledge of ultra-high net worth client needs and ideally a network of clients and referrers.
  • Recent experience in a similar role from within Private Banking, Business/Commercial Banking or similar.
  • Experience in residential and commercial lending, including complex lending structures and the ability to interpret complex financials.
  • Demonstrated ability to develop new networks and maintain effective relationships with ultra-high net worth clients.
Benefits

We offer a comprehensive range of solutions as well as market leading products and innovative investment opportunities.

Others

We strive to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals.

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