High Net Worth Lending Expert

2 days ago

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

Client Relationship Specialist

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We're seeking a skilled Client Relationship Specialist to deliver specialist lending expertise to high net worth clients, building successful relationships and driving client satisfaction.

Key Responsibilities:

  1. Deliver specialist lending expertise to a portfolio of high net worth clients by identifying lending needs alongside the relationship manager and investment specialist.
  2. Proactively collaborate with private clients to build successful relationships.
  3. Manage the origination and execution of commercial and consumer lending.
  4. Be responsible for growing the number of clients' lending needs met and improving client experience in an increasingly regulated environment.
  5. Provide a world-class client experience that drives advocacy through understanding client needs and providing appropriate solutions.

Requirements:

  • A genuine passion for client services.
  • Demonstrated understanding of consumer/business banking and credit assessment.
  • Demonstrated ability to build and leverage relationships.
  • An understanding of the end-to-end process to fulfill consumer and commercial loans, including the regulatory environment.
  • Robust industry and financial acumen.

Benefits:

We offer a diverse and inclusive workplace where everyone feels valued and appreciated. We prioritize equity and respect, fostering an environment where all colleagues can be their authentic selves.

For details on the recruitment process and accessibility, please visit our careers page.

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