Elite Client Manager

7 days ago


Melbourne, Victoria, Australia beBeeRelationship Full time $100,000 - $150,000

Role Overview

As a Private Banker, you will be responsible for developing and maintaining high-value client relationships.

Key Responsibilities:

  • Grow an existing portfolio of high-net-worth client relationships by developing new business opportunities.
  • Collaborate with clients to deliver customized banking solutions that meet their wealth needs.
  • Work with colleagues across the organization to identify and address complex lending and wealth management requirements.
  • Manage client relationships to retain existing business and identify new growth opportunities.
  • Refer clients to senior private bankers or executives as required for complex lending or wealth management needs.
  • Ensure compliance with relevant policies, processes, and risk controls, including anti-money laundering (AML) and know-your-client (KYC) obligations.
  • Identify and manage incidents, support incident resolution, and maintain high levels of customer satisfaction.

Requirements:

  • Experience in sales or relationship management roles in the financial services industry.
  • Prior experience in originating consumer credit products.
  • Proficiency in Mandarin language is highly desirable.


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