High Net Worth Specialist

5 days ago

Melbourne, Victoria, Australia beBeePrivate Full time $160,000 - $240,000

Key Roles and Responsibilities:

  • Develop a portfolio of high-net-worth Private Banking client relationships.
  • Drive the growth of existing and new-to-bank clients.

We're seeking to provide unique and differentiated insights, expertise, and opportunities for high-net-worth clients. Our comprehensive offering is built around their goals and backed by the financial resources of a leading Financial Institution.

Our purpose is to help our clients and their families create enduring financial advantage for generations. We understand the importance of having a long-term view.

You'll play an important part in driving the future of our business, which has been around for over 200 years. In return, we'll support you in the development of your career, with continuous opportunities to learn and grow in an inclusive environment.

Our team is passionate and knowledgeable, empowering you to thrive with us. Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers.

To succeed in this role, you'll need:

  • Proven success in building deep client relationships in the HNW/UHNW sector as it pertains to Private Banking, Investment or Private Wealth solutions.
  • Proven tangible success in client acquisition and/or business development in the Banking, Investment or Wealth industry.
  • A strong capability in delivering a holistic banking, wealth, and service proposition to Private clients.
  • Evidence of strong collaboration with peers across different teams and/or segments.
  • A robust understanding of policy and risk controls, including AML/KYC obligations.

We aim to provide one big, supportive team of people who love helping others succeed. Working with us, you'll discover new ways of working and an exciting range of roles to showcase your skills. As an equal opportunity employer, we're proud to have created a culture where people can be their best, in an environment that values diversity and flexibility.

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