High Net Worth Client Relationship Specialist

2 days ago

Sydney, New South Wales, Australia beBeeRelationship Full time $160,000 - $240,000
Private Wealth Manager

You will develop and grow a portfolio of high-net-worth client relationships through the growth of existing and new clients.

Key Responsibilities:

  • Building deep, bespoke relationships with HNW & UHNW clients
  • Providing tailored financial solutions
  • Delivering comprehensive advice across banking, lending, investment, and broader wealth services
  • Actively prospecting, networking, and bringing new clients into the Private Wealth segment

Requirements:

  • RG146 accreditation
  • Several years (typically ~5+) in private banking, wealth or relationship management, with demonstrated performance managing HNW client relationships
  • Deep understanding of lending policies and credit principles
  • Proficiency in wealth management tools and financial products

This is an excellent opportunity for those who are passionate about delivering exceptional client service and building strong relationships. If you have a proven track record in private banking and a passion for delivering exceptional client experiences, we encourage you to apply.

We value diversity and inclusion at our organization and welcome applications from all qualified candidates. Aboriginal and Torres Strait Islander Peoples are encouraged to apply.

Why Choose This Role?

This role offers a unique opportunity to build a successful career in private wealth management. You will have the chance to work with high-net-worth clients and deliver tailored financial solutions that meet their needs.

What We Offer:

  • A competitive salary and benefits package
  • Ongoing training and development opportunities
  • A supportive and inclusive team environment

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