High Net Worth Relationship Manager
4 days ago
You will play a vital role in delivering exceptional client service and building long-lasting relationships with high-net-worth individuals. As an Associate Private Banker, you will work closely with experienced professionals to manage client needs, coordinate solutions, and ensure every interaction meets the highest standards of quality and care.
About the Role:- Deliver outstanding client service and develop strong, trusting relationships with high-net-worth clients.
- Partner with senior bankers to understand and address client needs, identifying opportunities for growth and development.
- Maintain accurate records and communicate effectively with colleagues and clients to ensure seamless service delivery.
- A genuine passion for delivering exceptional client experiences and building lasting relationships.
- Proven experience working in banking, finance, or wealth management environments.
- Excellent communication and organisational skills, with a proactive and adaptable approach to problem-solving.
- Confidence working with a range of financial products and services.
- RG146 Tier 2 compliance and/or relevant certifications.
-
High Net Worth Relationship Manager
1 week ago
Perth, Western Australia beBeeRelationship Full time $80,000 - $150,000About our Retail Banking ServicesWe deliver a seamless banking experience for millions of personal and small business customers, offering market-leading products and services. Our teams consist of Relationship Managers and Associates throughout Australia.Premier Banking provides Relationship Management to High Net Worth clients. Our goal is to assist them in...
-
High-Net-Worth Investment Specialist
1 week ago
Perth, Western Australia beBeeInvestment Full time $80,000 - $100,000High-Net-Worth Investment SpecialistWe are seeking a skilled and experienced investment professional to join our team as a High-Net-Worth Investment Specialist. In this role, you will have the opportunity to work closely with high-net-worth individuals and families, providing tailored investment advice and solutions to meet their unique needs.This is an...
-
High Net Worth Client Manager
2 days ago
Perth, Western Australia beBeeRelationship Full time $112,579 - $158,978About the RoleWe are seeking a skilled professional to manage complex relationships with high net worth clients.The ideal candidate will have a proven track record of delivering exceptional customer service and building strong relationships through regular contact, quality financial health checks, and market awareness.This is an excellent opportunity for...
-
High-Net-Worth Investment Strategist
3 days ago
Perth, Western Australia Bebeeinvestment Full timeDelivering Exceptional Wealth SolutionsWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management strategies.Key ResponsibilitiesYou will oversee bespoke investment and strategic advice tailored to the unique needs of high-net-worth individuals and their families. Building...
-
High Net Worth Client Portfolio Manager
3 days ago
Perth, Western Australia beBeeFinancial Full time $150,000 - $200,000Job OpportunityWe are seeking a skilled financial services professional to join our team as a Private Banker.The successful candidate will be responsible for developing and growing their portfolio of high-net-worth clients, providing them with a full range of financial services and products, and delivering exceptional client service and tailored advice.To...
-
High-Net-Worth Investment Strategist
1 week ago
Perth, Western Australia beBeeInvestment Full time $180,000 - $250,000Delivering Exceptional Wealth SolutionsWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management strategies.Key ResponsibilitiesYou will oversee bespoke investment and strategic advice tailored to the unique needs of high-net-worth individuals and their families. Building...
-
High Net Worth Business Development Specialist
23 hours ago
Perth, Western Australia beBeeWealth Full time $120,000 - $250,000Job Summary:We are seeking a seasoned business development specialist to acquire high-net-worth wholesale clients in Australia.About the Role:Present our wealth management solutions to high-net-worth investors with AUD 750k or more to investWork remotely from your home, covering a local territory within driving distanceKey Qualifications:A strong track...
-
Perth, Western Australia Bebeebusiness Full timeJob Description:This role is an exciting opportunity for wealth advisors to focus on business development and acquiring high-net-worth wholesale clients in Australia.Key Responsibilities:Present our wealth management solutions to high-net-worth investors with AUD 750k or more to investWork remotely from your home, covering a local territory within driving...
-
High Net Worth Portfolio Manager
4 days ago
Perth, Western Australia beBeePortfolio Full time $154,800 - $165,263Key ObjectivesDevelop and manage client relationships with high net worth individuals.Build and maintain a portfolio of key client relationships.Advise on investment strategies to meet clients' financial goals.Collaborate with colleagues to identify new business opportunities.About the RoleThe role involves taking ownership of existing client relationships...
-
High Net Worth Client Acquisition Specialist
3 days ago
Perth, Western Australia beBeeBusiness Full time $80,000 - $160,000Job Description:This role is an exciting opportunity for wealth advisors to focus on business development and acquiring high-net-worth wholesale clients in Australia. Key Responsibilities:Present our wealth management solutions to high-net-worth investors with AUD 750k or more to investWork remotely from your home, covering a local territory within driving...
