High Net Worth Relationship Manager

2 weeks ago


Sydney, New South Wales, Australia beBeeclient Full time $80,000 - $100,000
Private Wealth Career Opportunities

Enhance your career in Private Banking by supporting the day-to-day needs of high net worth (HNW) clients.

Main Responsibilities:
  • Collaborate with Private Bankers to nurture and grow client relationships within the HNW segment.
  • Craft and deliver our service proposition by aligning client expectations and ensuring efficient execution through effective engagement of service partners.
  • Partner with a Director of Client Services and a team of Private Bankers to provide an exceptional service proposition to our discerning clients.
Necessary Qualifications:
  • Possess tertiary qualifications in a business-related field.
  • Gain strong frontline client experience within a Banking or Wealth-related role.
  • Familiarity with Consumer & Lending Products is highly valued.
  • Hold RG146 Tier 2 Compliance certification.
What's in it for you?

Join a renowned Australian organization where customer satisfaction is paramount. Enjoy a competitive salary, excellent staff benefits, and perks, including discounted movie tickets and flexible leave options. Grow your career through internal secondments and comprehensive training.

Our Culture:

We strive to create one cohesive team to help us achieve our purpose of crafting better futures together. Working with us, you'll discover innovative ways of working and an exciting range of roles to showcase your skills. We value diversity, flexibility, and equal opportunities.



  • Sydney, New South Wales, Australia beBeeDirectorship Full time $250,000 - $300,000

    Job 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...


  • Sydney, New South Wales, Australia beBeeInvestment Full time $100,000 - $150,000

    Strategic 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...


  • Sydney, New South Wales, Australia beBeeAcquisition Full time $140,000 - $170,000

    Private 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...


  • Sydney, New South Wales, Australia beBeeRelationship Full time $150,000 - $180,000

    Unlock Your Potential as a Financial AdvisorElevate client outcomes by delivering tailored banking and wealth solutions as a Senior Private Banker.This role involves building deep, trusted relationships with high-net-worth individuals through exceptional service and advice.The ideal candidate will possess strong capability in complex lending and structuring...


  • Sydney, New South Wales, Australia beBeeClient Full time $100,000 - $134,000

    Delivering exceptional client experiences and fostering strong relationships is at the core of this role. The ideal candidate will have a proven track record of managing high-net-worth clients, providing tailored solutions, and consistently meeting or exceeding client expectations.We are seeking a skilled Client Manager to join our dynamic team within the...


  • Sydney, New South Wales, Australia beBeeInvestment Full time $1,025,000 - $1,414,000

    Job DescriptionWe are seeking a seasoned investment professional to partner with our team and provide exceptional client service. As an Investment Counsellor, you will be responsible for building and maintaining relationships with high-net-worth clients, educating them on our top-down portfolio strategy, and proactively connecting with them to review their...


  • Sydney, New South Wales, Australia beBeeInvestment Full time $85,000 - $105,000

    We empower high-net-worth individuals and families by combining market-leading investment expertise with innovative thinking and robust risk management strategies.Our commitment to investing in technology streamlines compliance and operational efficiency, allowing you to focus on building trusted client relationships and delivering exceptional wealth...


  • Sydney, New South Wales, Australia beBeeInvestment Full time $100,000 - $150,000

    We are seeking a seasoned professional to join our team as a High Net Worth Investment Specialist.Job Overview:This is an exceptional opportunity for a dedicated and results-driven individual to deliver tailored investment solutions to high net worth clients, fostering long-term relationships and driving business growth.Main Responsibilities:Build and...


  • Sydney, New South Wales, Australia beBeeFinancial Full time $95,000 - $150,000

    Private 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...


  • Sydney, New South Wales, Australia beBeeRelationships Full time $114,167 - $145,155

    Job SummaryWe are seeking an experienced banking professional to join our team as a High Net Worth Banking Specialist. As a key member of our dynamic team, you will play a pivotal role in delivering exceptional client experiences and driving business growth.About the RoleThe successful candidate will be responsible for building and managing a portfolio of...