Expert Financial Relationship Builder

2 weeks ago

Sunshine Coast, Australia beBeePortfolio Full time $120,000 - $180,000
High Net Worth Portfolio Manager

About the Role:

As a High Net Worth Portfolio Manager, you will be the primary point of contact for a portfolio of high-value clients. You will manage their unique and complex needs from everyday banking to investments, financial planning, and wealth protection.

Key Responsibilities:

  • Demonstrate exceptional customer service skills, adhering to the Bank's customer service standards.
  • Build strong relationships with customers by identifying and anticipating their financial needs through quality financial health checks.
  • Provide innovative financial service solutions, including lending and investment options, to meet client needs.
  • Proactively acquire and refer new clients, leveraging existing portfolios and business partnerships.
  • Offer tailored suggestions to meet the specific goals and growth of high net worth clients.
  • Solve problems personally, maintaining end-to-end service provision to entire portfolios.
  • Collaborate with specialists to refer clients to appropriate services for financial planning, investment, risk insurance, commercial business, and more complex needs.
  • Regularly contact customers to maintain effective relationships and assess portfolio growth opportunities.

Requirements:

  • Prior experience in mortgage/lending products and services.
  • Background in sales with diversified product and service offerings.
  • Ability to thrive in a fast-paced environment.
  • Certificate IV accreditation in lending or similar (preferred).
  • FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred).

What We Offer:

As a High Net Worth Portfolio Manager at our institution, you will have endless opportunities for development. We invest in our people, providing clear career pathways, delivering more development opportunities, and offering best-in-market training.

Our Flexible Working Environment:

This role is based in Southern Queensland, with positions available across Brisbane and the Sunshine Coast. Our organization supports flexible remote working arrangements.

Multiple Opportunities Available:

If you're passionate about relationship management and ready to make a meaningful impact, we encourage you to apply today.

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