Senior Wealth Manager

2 weeks ago

Canberra, ACT, Australia beBeeFinancial Full time $120,000 - $180,000

We are seeking a talented and experienced banking professional to join our team as a Private Executive.

Key Responsibilities
  • Develop strong relationships with high-net-worth clients to provide bespoke banking solutions.
  • Analyze client portfolios, identify opportunities for growth, and implement strategies to build lasting relationships.
  • Collaborate with cross-functional teams to drive client outcomes and deliver exceptional results.
  • Maintain a deep understanding of regulatory requirements, including AML/KYC obligations.
What We Offer
  • Competitive compensation packages and special offers on banking products.
  • A dynamic work environment with flexible arrangements and various leave options.
  • Ongoing learning and development opportunities to enhance skills and knowledge.
  • The chance to make a positive impact through volunteering initiatives.

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