Senior Financial Solutions Expert

3 days ago

Adelaide, South Australia beBeeRelationship Full time $130,000 - $190,000

**About Our Business**

We provide exceptional banking experiences to our customers, delivering market-leading products and services through cutting-edge systems and processes.

**Our Team**

Premier Banking offers Relationship Management solutions to High Net Worth individuals. We have a presence across Australia, with teams reporting into all states.

**What You'll Do**

As a relationship manager in our team, you will be the primary point of contact for high-value clients. You will identify and address their unique needs, from everyday banking to investments, financial planning, and wealth protection.

**Your Responsibilities**

- Foster positive relationships with clients by anticipating and fulfilling their financial requirements.
- Develop innovative financial solutions, including lending and investment options, to meet client needs.
- Drive client acquisition and referrals from existing portfolios and business partners.
- Provide tailored suggestions to meet the specific goals and growth of high net worth clients.
- Resolve client needs personally and deliver end-to-end service provision.

**Requirements**

- Prior experience in mortgage/lending products is essential.
- A background in sales with diverse product offerings is preferred.
- Ability to thrive in a fast-paced environment is crucial.

**Your Development**

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