
High Net Worth Lending Professional
2 days ago
We prioritize client satisfaction above all else, creating strong relationships through our innovative approach.
About the RoleAs a lending specialist, you will deliver expert services to high net worth clients by identifying lending needs alongside relationship managers and investment specialists.
- Collaborate with clients to build successful relationships.
- Manage commercial and consumer lending.
- Grow client satisfaction and experience in an increasingly regulated environment.
- Provide world-class client experience that drives advocacy.
We're looking for individuals with passion for client services. You'll need:
- 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.
- Robust industry and financial acumen.
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High Net Worth Lending Expert
3 days ago
Sydney, New South Wales, Australia beBeeSpecialist Full time $120,000 - $180,000Client Relationship Specialist">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:Deliver specialist lending expertise to a portfolio of high net worth clients by identifying lending needs alongside...
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High Net Worth Relationship Manager
6 days ago
Sydney, New South Wales, Australia beBeeDirectorship Full time $250,000 - $300,000Job DescriptionWe are seeking a seasoned professional to join our team as an Associate Director.This role will focus on managing a portfolio of ultra-high net worth clients and working with them to achieve their current and future financial goals.You will guide clients through key milestones in their home buying, asset acquisition and investment process with...
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High Net Worth Client Manager
6 days ago
Sydney, New South Wales, Australia beBeeClientPortfolio Full time $170,000 - $180,000**Client Portfolio Manager Role Overview**The primary objective of this position is to manage a portfolio of key high net worth clients, focusing on professional services partners across top-tier firms. Key responsibilities include identifying new business opportunities, establishing networks of internal and external contacts, assessing the economic value...
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High Net Worth Financial Expert
4 days ago
Sydney, New South Wales, Australia beBeeWealth Full time $150,000 - $200,000Senior Wealth Advisor Job DescriptionWe are seeking an experienced professional to assume a key role in delivering tailored banking and wealth solutions to high-net-worth individuals.This position involves working closely with clients to understand their financial needs and goals, providing expert advice on banking and wealth strategies.About the Role:The...
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High Net Worth Client Portfolio Manager
2 weeks ago
Sydney, New South Wales, Australia beBeeClient Full time $170,000 - $180,000Job OpportunityThis role presents a unique challenge for an individual seeking to manage and develop a portfolio of high net worth clients in the Sydney CBD area.The ideal candidate will possess a strong foundation in credit and lending practices, as well as a comprehensive understanding of banking products and services.Main Responsibilities:Develop and...
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High Net Worth Financial Advisor
6 days ago
Sydney, New South Wales, Australia beBeeFinancial Full time $95,000 - $150,000Private Wealth Manager OpportunityIn this critical role, you will act as a trusted financial advisor to high-net-worth clients. The goal is to deliver bespoke banking and investment solutions tailored to their individual needs.Key Responsibilities:Diversify your portfolio by cultivating relationships with affluent clients through strategic connections and...
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High Net Worth Client Portfolio Manager
1 week ago
Sydney, New South Wales, Australia beBeeProfessional Full time $170,000 - $180,000Job SummaryThis role is for a Portfolio Manager to lead a portfolio of key High Net Worth clients, focusing on professional services partners across Tier 1 firms.The ideal candidate will have experience in developing and managing client relationships, identifying new business opportunities, and assessing economic value and risk potential.Key...
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High Net Worth Relationship Manager
4 days ago
Sydney, New South Wales, Australia beBeeInvestment Full time $100,000 - $150,000Strategic Client PartnerWe are seeking an experienced professional to manage relationships with high-net-worth clients of various Asian cultures. The ideal candidate will be proactive in engaging and building strong relationships, identifying opportunities to deliver value and drive business growth.Key Responsibilities:Manage client relationships to deliver...
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High Net Worth Clients Manager
1 week ago
Sydney, New South Wales, Australia beBeeClientsManager Full time $170,000 - $180,000Job Summary:We are seeking a skilled and experienced professional to join our team as a Clients Manager. This role will involve developing and managing a portfolio of key clients, identifying new business opportunities, and establishing networks of internal and external contacts. The ideal candidate will have strong credit and lending practices, a sound...
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High Net Worth Client Relationship Specialist
18 hours ago
Sydney, New South Wales, Australia beBeeAcquisition Full time $140,000 - $170,000Private Banking Acquisition RoleWe are seeking a senior relationship leader and acquisition specialist to develop and grow a portfolio of high net worth client relationships.The role entails proactively seeking out new HNW clients and prospect opportunities, developing and growing a portfolio of high net worth client relationships via growth of existing and...