High Net Worth Portfolio Manager
6 days ago
Private bankers are sought after by our organization to develop and grow their portfolios of high-net-worth clients.
As a private banker, you will provide your clients with a full range of financial services, products and innovative solutions with a strong focus on wealth protection, creation, revenue growth and new client acquisition.
Delivering our client value proposition of outstanding service, tailored advice and exclusive opportunities is crucial for success in this role. You will nurture a network of local internal and external contacts to assist with the origination of new business, new clients and the gathering of competitive intelligence.
The ideal candidate will be innovative, driven, analytical, quick to learn and ambitious with recent experience in a similar lending focused role from within Private Banking, Business Banking or similar.
A portfolio management background and existing referral networks will be advantageous as this role will focus on first party lending. The ability to develop and maintain effective relationships with high net worth or complex clients is essential.
We're seeking individuals who can deliver exceptional results while operating within relevant Regulatory and Compliance legislative/frameworks.
-
High Net Worth Portfolio Manager
2 weeks ago
Brisbane, Queensland, Australia beBeeLending Full time $200,000 - $250,000About the Opportunity">This position involves managing a portfolio of high net worth (HNW) and ultra-high net worth (UHNW) clients, providing tailored banking and wealth solutions in a relationship-driven environment.">The Role ResponsibilitiesDeliver expert advice across lending, wealth, and banking services to meet client needs.Analyze complex financial...
-
High Net Worth Portfolio Manager
2 weeks ago
Brisbane, Queensland, Australia beBeeWealth Full time $150,000 - $200,000Senior Private Banker OpportunityWe are seeking an experienced senior commercial banker to join a prestigious Australian financial institution.This role offers ownership of a growing portfolio of high net worth and ultra-high net worth clients, delivering tailored banking and wealth solutions in a relationship-driven environment.The Role ResponsibilitiesAs a...
-
High Net Worth Client Advisor
2 weeks ago
Brisbane, Queensland, Australia beBeeClientRelationship Full time $160,000 - $200,000Client Relationship ManagerAs a seasoned professional, you will have ownership of a growing portfolio of high net worth and ultra high net worth clients.You will deliver tailored banking and wealth solutions in a relationship-driven environment, working closely with senior leadership to drive portfolio growth and complex lending initiatives.Develop strong...
-
High Net Worth Relationship Manager
5 days ago
Brisbane, Queensland, Australia beBeeInvestment Full time $900,000 - $1,200,000As a key contributor to our Private Banking team, you will play a vital role in driving growth and acquiring high-net-worth client relationships. Your expertise will be essential in delivering bespoke investment solutions that meet the complex needs of our discerning clients.ResponsibilitiesIdentify and pursue new opportunities to expand our high-net-worth...
-
Brisbane, Queensland, Australia beBeeHighNetWorth Full time $100,000 - $150,000High-Net-Worth Banking Solutions Executive">We are building a dynamic group that offers smarter solutions and an exceptional customer experience.This role is instrumental in delivering strategic banking solutions to high-net-worth customers who value expertise, reliability, and a trusted partner who understands their unique needs.The ideal candidate will...
-
High Net Worth Client Portfolio Manager
2 weeks ago
Brisbane, Queensland, Australia beBeeRelationship Full time $90,000 - $120,000About the RoleThe Private Banking team is seeking a skilled professional to manage a portfolio of high-net-worth clients and deliver tailored financial solutions.This role involves collaborating with a dedicated Analyst to expand client relationships and provide personalized service.Develop and share client portfolios that drive entire banking...
-
High-Net-Worth Client Advisor
2 weeks ago
Brisbane, Queensland, Australia beBeeWealth Full time $180,000 - $225,000Senior Banking ProfessionalCreate a successful career by becoming a trusted advisor to high-net-worth individuals.About the RoleYou will deliver bespoke banking and wealth solutions that meet the unique needs of your clients. With expertise in complex lending, you will build relationships with existing and new clients to grow a portfolio of high-net-worth...
-
High Net Worth Estate Lawyer
4 days ago
Brisbane, Queensland, Australia beBeeEstate Full time $180,000 - $250,000Key to Succession Planning: High-Net-Worth ClientsJob OverviewWe are seeking a highly skilled Wills and Estates Lawyer with 3+ years of experience in succession planning, probate, powers of attorney, trust structuring, and related matters for high-net-worth clients. A sharp technical mind and excellent interpersonal skills are essential for building...
-
High Net Worth Asset Manager
4 days ago
Brisbane, Queensland, Australia beBeePrivate Full time $120,000 - $140,000About the OpportunityAt our institution, we're committed to providing exceptional wealth management services to high net worth individuals and family groups. As a skilled Private Banker, you'll play a vital role in helping clients achieve their financial goals by managing, growing, and preserving their assets.Job Description:We're seeking an experienced...
-
High Net Worth Client Relationships Manager
5 days ago
Brisbane, Queensland, Australia beBeeRelationship Full time $150,000 - $180,000As a Premier Relationship Manager, you will have the opportunity to work with high net worth clients in a fun and supportive environment.The role involves creating and maintaining outstanding relationships, providing exceptional client experience, and developing a portfolio of client relationships.To be successful, you will need extensive relationship...
