Building Lasting Relationships

3 days ago


Melbourne, Victoria, Australia beBeeRelationship Full time $120,000 - $140,000
Job Title:

Client Relationship Manager

About the Role:

This is a key position in our organization that involves building and maintaining relationships with high-net-worth clients.

  • Key Responsibilities:
  • Develop and grow a portfolio of client relationships via growth of existing clients
  • Drive engagement with clients to coordinate delivery of our holistic banking and service proposition
  • Develop and maintain effective working relationships with business partners within Private Wealth
  • Collaborate across Westpac Group to distribute solutions that meet HNW clients' needs
  • Focusing on growth and service standards of an existing portfolio of clients to retain clients
  • Refer clients with complex lending needs or wealth needs to Senior Private Bankers/Executives as required
  • Identify, assess and manage compliance obligations and issues
About Our Organization:

We are a leading financial institution with over 200 years of history. We provide a range of banking and financial services to individuals and businesses.

You will be part of a team that is dedicated to providing excellent service and building long-term relationships with our clients.



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