Senior Financial Relationship Specialist

2 weeks ago

Perth, Western Australia beBeeRelationship Full time $85,000 - $145,000

About Our Role

We are seeking an experienced Relationship Manager to join our team in Perth CBD.

As a key member of our organization, you will be responsible for managing complex relationships with high net worth clients. This will involve regular contact and follow-up, quality financial health checks, and strong market awareness.

The ideal candidate will have a minimum 2 year's experience in complex mortgage lending, as well as experience in a sales role with diversified product and service offerings.

You will also possess excellent customer service skills, a strong ability to build positive relationships, and a passion for delivering innovative financial solutions to clients.

In return for your expertise, you will enjoy a dynamic and supportive work environment that offers opportunities for career growth and development.

Key Responsibilities:

  • Manage complex relationships with high net worth clients
  • Conduct quality financial health checks and provide personalized advice
  • Develop and implement tailored financial solutions to meet client needs
  • Build and maintain strong relationships with clients through regular communication and follow-up
  • Work closely with internal stakeholders to ensure seamless delivery of products and services

Required Skills and Qualifications:

  • Minimum 2 years' experience in complex mortgage lending
  • Experience in a sales role with diversified product and service offerings
  • Certificate IV accreditation in lending or similar (preferred)
  • FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred)

Benefits:

  • Dynamic and supportive work environment
  • Ongoing training and development opportunities
  • Competitive salary and benefits package

About Us:

We are a leading financial institution with a commitment to delivering exceptional customer service and innovative financial solutions. Our team is passionate about helping our clients achieve their financial goals and aspirations.

Contact Information:

Please apply through Sidekick if you're already part of the Commonwealth Bank Group. If you require additional support, please contact HR Direct on 1800 989 696.

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