High Net Worth Client Portfolio Manager

1 week ago

Melbourne, Victoria, Australia beBeeSeniorWealthManager Full time $150,000 - $180,000
About This Opportunity

We are seeking an experienced Senior Wealth Manager to develop and manage a portfolio of high net worth clients.

Your primary focus will be on identifying new business opportunities, establishing relationships with internal and external contacts, and assessing economic value and risk potential.

You will implement initiatives to drive client growth, personally sanction lending within your delegated authority, and implement annual business plans for the allocated client portfolio.

As a senior wealth manager, you will work closely with our team to deliver exceptional results and exceed client expectations.

  • Develop and manage a portfolio of key high net worth clients.
  • Identify new business and referral opportunities and establish networks of internal and external contacts.
  • Assess economic value and risk potential of new business.
  • Implement initiatives to develop client growth.
  • Persoally sanction lending within own Delegated Lending authorities.
  • Implement annual business plans for the client portfolio allocated.
Key Skills and Qualifications
  • Proven experience in private banking, business banking, asset management, markets, small business, retail, direct, and/or investment banking.
  • Extensive banking experience, particularly in complex credit/lending/investments.
  • Strong business development and client acquisition skills.
  • Sound understanding of banking products and services.
  • Experience dealing with high-net-worth clients is desirable.
Benefits and Advancement Opportunities

We offer a competitive salary and benefits package, as well as opportunities for career advancement and professional development through ERGs and flexible working arrangements.

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