High Net Worth Relationship Specialist

5 days ago

Melbourne, Victoria, Australia beBeeCustomerCentric Full time $130,000 - $183,500

We are seeking a skilled and customer-focused professional to join our team as a Premier Relationship Manager.

This is an exciting opportunity to work with high net worth customers, providing tailored solutions to meet their financial goals and needs.

You will be responsible for building strong relationships with your clients, understanding their financial circumstances, and providing expert advice on suitable products and services.

As a trusted advisor, you will play a key role in helping your clients achieve their financial objectives, while also ensuring the highest ethical standards and operational integrity.

To succeed in this role, you will need:

  • A proven track record in customer excellence, gained in banking or a related industry
  • The ability to understand and provide solutions to meet individual customer needs
  • Proven experience in growing customer portfolios and managing diverse ranges of high net worth customer relationships
  • Relevant expertise in personal lending products, including mortgage lending
  • Higher School Certificate completion is essential; relevant tertiary qualifications are highly regarded

We value diversity, inclusion, and collaboration, and offer a range of benefits to support your career growth and well-being. These include:

  • Tailored professional development opportunities
  • Competitive remuneration and benefits package
  • Flexible working arrangements
  • Ongoing training and development opportunities

We are committed to creating a workplace that fosters continuous learning, teamwork, and innovation. If you are passionate about delivering exceptional customer service and have a desire to grow your career, we encourage you to apply.

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