Personal Financial Solutions Manager

2 days ago

Perth, Western Australia beBeeRelationship Full time $100,000 - $155,000
Job Description:

About Premier Banking

We deliver a seamless banking experience for our customers, providing Relationship Management to High Net Worth clients.

You will manage these relationships through regular contact and follow-up, quality financial health checks and strong market awareness.

Your key responsibilities include:

  • Building positive relationships with customers by identifying and anticipating their financial needs.
  • Providing customers with innovative financial service solutions including lending and investment options.
  • Driving client acquisition and referrals from existing portfolios.
  • Resolving client needs personally, maintaining a sense of end-to-end service provision.
  • Referring customers to appropriate specialists for their financial planning and investment needs.
  • Maintaining effective relationships and continually assessing portfolio growth opportunities.
Required Skills and Qualifications:

We're interested in hearing from people who have:

  • A minimum 2 years' experience in complex mortgage lending.
  • Experience in a sales role with diversified product and service offerings.
  • Passionate customer service managers.
  • Committed relationship-oriented individuals.
  • The capacity to flourish in a fast-paced environment.
  • Certificate IV accreditation in lending or similar (preferred).
Benefits:

Your development opportunities are endless. We're investing in our people to provide consistent career pathways and best-in-market training.

We support flexible working environments.

  • Financial Solutions Specialist

    4 days ago

    Perth, Western Australia beBeeCustomer Full time $60,000 - $100,000

    As a key member of our retail banking team, you will be the first point of contact for customers seeking financial solutions.Your Key ResponsibilitiesHelp customers achieve their financial goals by offering tailored savings and lending optionsDrive sales and lending results through exceptional customer service and product knowledgeSupport our mission to...

  • Financial Solutions Specialist

    1 day ago

    Perth, Western Australia beBeeFinance Full time $115,443 - $125,832

    Job Title:Financial Solutions SpecialistWe are seeking a highly skilled Financial Solutions Specialist to join our team. This individual will be responsible for implementing and managing financial systems, ensuring seamless integration with procurement processes.Required Skills and Qualifications:Proficiency in Oracle E-Business SuiteExcellent...

  • Financial Solutions Specialist

    13 hours ago

    Perth, Western Australia beBeeFinancial Full time $80,000 - $120,000

    Job OpportunityA new role has become available for a skilled professional to work closely with Financial Planners in gathering fact find information.Liaising with Financial Planners enables the successful candidate to research suitable outcomes and prepare recommendations across a wide range of Financial Planning solutions.Prepare complex research and...

  • Financial Expert Solutions Specialist

    7 days ago

    Perth, Western Australia beBeeSpecialist Full time $90,000 - $115,000

    As a key player in our financial management information system, you will be responsible for ensuring the smooth operation and maintenance of our financial systems. This includes partnering with stakeholders to identify problems and develop solutions that meet both short-term and long-term business objectives.Your Key ResponsibilitiesManage service requests...

  • Workday Financials Principal Consultant

    4 days ago

    Perth, Western Australia Collaborative Solutions Full time

    Overview The Principal Consultant will "bridge the gap" between the business and technical teams by solving complex Workday intersystem problems. They will guide clients through the transformation, implementation, and operation phases of a Workday Finance implementation.Key Responsibilities Be a Workday Finance expert with knowledge of design,...

  • High-impact Financial Solutions Expert

    15 hours ago

    Perth, Western Australia beBeeStrategic Full time $80,743 - $138,388

    Strategic Advisor - Financial SolutionsWe are seeking a highly skilled Strategic Advisor to join our team in Perth. As a Strategic Advisor, you will support and deliver small to medium-sized projects or components of large-scale complex projects.Key Responsibilities:Developing and presenting key deliverables to clientsIdentifying key client risks, issues,...

  • Financial Controller

    6 days ago

    Perth, Western Australia NGARE EMPLOYMENT SOLUTIONS PTY LTD Full time

    At Aquinas, we seek to employ staff who strive for excellence and thrive on empowering young men to lead meaningful lives. We are inspired by Christ to recognize the dignity of every person and promote inclusivity and embrace diversity.Our beautiful campus overlooking the Canning River boasts excellent facilities and an undeveloped bushland that is a...

  • Financial Controller

    22 hours ago

    Perth, Western Australia NGARE EMPLOYMENT SOLUTIONS PTY LTD Full time

    At Aquinas, we seek to employ staff who strive for excellence and thrive on empowering young men to lead meaningful lives. We are inspired by Christ to recognize the dignity of every person and promote inclusivity and embrace diversity.Our beautiful campus overlooking the Canning River boasts excellent facilities and an undeveloped bushland that is a...

  • Manager, Solutions Consulting

    6 days ago

    Perth, Western Australia Buscojobs Full time

    Company DescriptionOur MissionAt Palo Alto Networks everything starts and ends with our mission :Being the cybersecurity partner of choice, protecting our digital way of life.Our vision is a world where each day is safer and more secure than the one before.We are a company built on the foundation of challenging and disrupting the way things are done, and...

  • Manager, Solutions Consulting

    13 hours ago

    Perth, Western Australia Buscojobs Full time

    Company Description Our Mission At Palo Alto Networks everything starts and ends with our mission : Being the cybersecurity partner of choice, protecting our digital way of life.Our vision is a world where each day is safer and more secure than the one before.We are a company built on the foundation of challenging and disrupting the way things are done, and...