Senior Portfolio Development Specialist

4 days ago

Sydney, New South Wales, Australia beBeeWealth Full time $120,000 - $180,000

We are seeking a highly skilled Senior Portfolio Development Specialist to build and expand a portfolio of high-net-worth client relationships.

The role involves working closely with Investment Services Directors to drive investment solutions and proactively identifying opportunities for new HNW client growth and acquisition.

To succeed in this role, you will need proven success in developing deep client relationships in the Private Banking sector as it pertains to Wealth Solutions.

You will also need strong capability in delivering a comprehensive banking and wealth proposition to clients, as well as evidence of collaboration with peers across different teams and segments.

In return, we offer continuous opportunities to learn and grow in an inclusive environment backed by a talented team of professionals.

We provide generous paid and unpaid parental leave for your nominated primary and support carers.

This is a permanent opportunity to join a long-established business and make a lasting impact on our future.

We strive to create one big, supportive team of people who love helping others succeed.

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