High Net Worth Client Manager

2 days ago


Perth, Western Australia beBeeRelationship Full time $112,579 - $158,978
About the Role

We are seeking a skilled professional to manage complex relationships with high net worth clients.

The ideal candidate will have a proven track record of delivering exceptional customer service and building strong relationships through regular contact, quality financial health checks, and market awareness.

This is an excellent opportunity for individuals who thrive in fast-paced environments and have a passion for providing tailored solutions to meet the unique needs of our clients.

Key Responsibilities
  • Manage complex relationships with high net worth clients through regular contact, quality financial health checks, and market awareness.
  • Deliver exceptional customer service by identifying and anticipating client needs.
  • Build strong relationships with clients by providing tailored solutions to meet their unique needs.
  • Proactively identify opportunities to provide innovative financial services to clients.
Requirements
  • Minimum 2 years experience in complex mortgage lending or a related field.
  • Experience in sales roles with diversified product offerings.
  • Certificate IV accreditation in lending or similar (desired).
  • FSRA Tier 2 accreditation, including Deposit Products and General Insurance (desired).
Benefits

This role offers the opportunity to work in a dynamic environment with a focus on customer satisfaction. As a Relationship Manager, you will be supported in your development through training and career pathways.

A flexible working environment is available to support your work-life balance.



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