Senior Client Advocate

2 days ago


Perth, Western Australia beBeeClientcentricity Full time $100,000 - $140,000
Role Overview

As a key member of our Private Banking team, you will play a pivotal role in supporting high-net-worth clients by delivering exceptional service and seamless experiences.

Key Responsibilities:
  • Provide premium service to high-net-worth clients, ensuring their needs are met with precision and care.
  • Collaborate closely with Private Bankers to manage day-to-day client needs, coordinate solutions, and maintain the highest standards of care.
  • Develop and implement strategies to meet client objectives, driving growth and satisfaction.
Essential Skills:
  • Exceptional client service skills, with a passion for building long-term relationships.
  • Proven experience in banking, finance, or wealth management environments, with a strong understanding of industry trends.
  • Strong communication and organizational skills, with a proactive approach to problem-solving.
  • Confidence in working with complex financial products and services.
  • Compliance with relevant regulatory requirements.


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