High Net Worth Relationship Manager

5 days ago

Brisbane, Queensland, Australia beBeeInvestment Full time $900,000 - $1,200,000

As a key contributor to our Private Banking team, you will play a vital role in driving growth and acquiring high-net-worth client relationships. Your expertise will be essential in delivering bespoke investment solutions that meet the complex needs of our discerning clients.

Responsibilities
  • Identify and pursue new opportunities to expand our high-net-worth client base through targeted business development initiatives.
  • Collaborate with Investment Services Directors to develop and execute tailored investment strategies that deliver exceptional results for our clients.
  • Build and maintain a portfolio of high-value client relationships through proactive relationship management and strategic networking.
Requirements
  • Proven track record of success in building strong client relationships within the private wealth sector, leveraging expertise in wealth management and investment solutions.
  • Successful experience in business development, with a proven ability to drive growth and acquire new clients.
  • Ability to provide exceptional service to clients, delivering a comprehensive and personalized banking, wealth, and service proposition.
  • Strong collaboration skills, with the ability to work effectively across teams and segments to achieve shared goals.
  • Comprehensive understanding of risk and compliance, including AML/KYC obligations and policy controls.
Benefits
  • A supportive and inclusive team environment that values diversity and flexibility.
  • A comprehensive benefits package, including generous paid and unpaid parental leave.
  • Ongoing opportunities for professional development and growth in a dynamic and inclusive organization.
How to Apply

Select the Apply button to submit your application and take the first step towards this exciting opportunity.

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