Strategic Wealth Advisor

2 weeks ago

Canberra, ACT, Australia beBeeClient Full time $120,000 - $180,000
Job Title: Senior Private Banker

We are seeking a talented and experienced Senior Private Banker to join our team. As a Senior Private Banker, you will be responsible for building and maintaining relationships with high-net-worth clients, providing them with tailored banking and wealth solutions that cater to their unique needs and goals.

Key Responsibilities:

  • Develop and execute bespoke financial plans to meet the complex needs of high-net-worth clients.

  • Negotiate and structure bespoke credit solutions to achieve optimal outcomes.

  • Demonstrate expertise in complex lending and wealth management strategies.

  • Foster strong relationships with clients through exceptional service and communication.

  • Collaborate with internal teams to deliver holistic banking, wealth, and service propositions.

Requirements:

  • Proven success in building deep, trusted relationships with high-net-worth clients.

  • Strong capability in complex lending and structuring bespoke credit solutions.

  • Confidence in delivering a comprehensive banking, wealth, and service proposition.

  • A collaborative mindset, working seamlessly across teams to elevate client outcomes.

  • A passion for helping clients create enduring financial advantages for generations.

Benefits:

  • Opportunities for growth and development within the company.

  • Support for volunteering initiatives and community involvement.

  • A dynamic and high-performing team environment that thrives on collaboration and excellence.

About Us:

We are committed to making our company the best place to work in the country. We're obsessed with becoming our customers' #1 banking partner for life, and we're looking for people who are passionate about helping us achieve that goal.

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