
Building Lasting Relationships
3 days ago
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
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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