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Banking and Finance Specialist
2 weeks ago
Job Summary
We are seeking an experienced Banking Specialist to join our Private Banking team in Melbourne or Sydney.
As a key member of the team, you will play a crucial role in delivering the Private Bank strategy, focusing on client acquisition, relationship management, and business growth.
You will work collaboratively with the Banking Specialist National Team to develop and manage a portfolio of new and existing clients, utilizing your expertise in banking and finance to drive business results and enhance customer satisfaction.
Responsibilities will include:
- Developing and maintaining strong relationships with clients and stakeholders
- Conducting financial analysis and providing expert advice on banking products and services
- Identifying business opportunities and developing strategies to drive growth
- Managing client portfolios to optimize performance and increase revenue
A successful candidate will possess excellent leadership and communication skills, as well as a strong ability to work collaboratively within a team environment.
