
Relationship Executive, Private Bank
7 days ago
**About the Role**
The Melbourne Private Banking team are seeking a Relationship Executive to join their team on a permanent basis The role of the Relationship Executive is to deliver on our distribution strategy by building on an established portfolio through new client acquisition and management of existing clients. The role will be responsible for achieving individual business development and growth targets whilst providing exceptional customer service to our core medical client base.
Some of the responsibilities will include working collaboratively within their team to develop and share a portfolio of new and existing clients who engage in an entire banking solution. This involves promoting our banking product suite to core clients, including meeting clients at their home and/or place of work to conduct financial interviews.
Additionally, the role requires assisting with the implementation and ongoing development of the POD client acquisition strategy, which encompasses the Marketing strategy. This means driving the POD's direction and performance, focusing on client acquisition, volume, and ensuring primary client relationship and satisfaction. Managing relationships with clients is also a key responsibility, leveraging and aligning internal resources to maximise client satisfaction and retention.
**About you**
**About Us**
BOQ Group is a truly unique group of challenger brands with a purpose - to provide a genuine alternative to Australian financial services for customers and employees.
Our family of brands (Bank of Queensland (BOQ), ME Bank, Virgin Money Australia, BOQ Specialist), each come with their own defined customer audience and brand personality, but share one goal - to build social capital through banking. That’s creating trust with customers, exploring staff potential and believing that tiny gestures and big ideas can change the world for communities.
BOQ Group’s inclusive vision is to foster a workspace that values and leverages difference and creates new possibilities, a place where our people feel confident to bring their best selves to work every day. We embrace difference and believe that our workforce should reflect the customers and communities that we serve.
Since 2021, BOQ Group is recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA).
In 2023, we successfully implemented an innovative Reconciliation Plan, driving positive change and promoting inclusivity across BOQ Group.
**Our Perks**
- Flexible working arrangements
- Discounted financial products
- Salary sacrificing options
- Paid parental leave with no minimum
- Purchase annual leave
- Discounted private health insurance plan
- Employee Assistance Program (EAP)
- Access to employee network groups focused on First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers and accessibility
- BOQ Group is a member of Pride in Diversity and a participating organisation in the Australian Workplace Equality Index
**How to Apply**
BOQ Group is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.
We celebrate, value and include people of all backgrounds, gender and expressions, sexualities, cultures, bodies and abilities. When you apply, you are welcome to tell us the pronouns you use and please let us know any reasonable adjustments you may need during the interview process.
If you are successful for a role with BOQ Group, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to: identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.
Job Reference: BOQ05173
-
Melbourne, Australia Bendigo & Adelaide Bank Full time**“It begins at Bendigo Bank”** We’ve never been ‘just a bank’. Just like you should never be ‘just an employee’. We’re united in our belief that in banking, better can be bigger, and together we’re making it happen. **It starts here. With Bendigo Bankand you.** **About the opportunity** The Relationship Officer's key role is to provide...
-
Relationship Officer, Private Banking Services
2 weeks ago
Melbourne, Victoria, Australia Bendigo & Adelaide Bank Full time"It begins at Bendigo Bank"We've never been 'just a bank'. Just like you should never be 'just an employee'. We're united in our belief that in banking, better can be bigger, and together we're making it happen.It starts here. With Bendigo Bank… and you.About the opportunityThe Relationship Officer's key role isto provide credit and administrative support...
-
Relationship Officer, Private Banking Services
2 weeks ago
Melbourne, Victoria, Australia Bendigo & Adelaide Bank Full time"It begins at Bendigo Bank"We've never been 'just a bank'. Just like you should never be 'just an employee'. We're united in our belief that in banking, better can be bigger, and together we're making it happen.It starts here. With Bendigo Bank… and you.About the opportunityThe Relationship Officer's key role isto provide credit and administrative support...
-
Private Bank Analyst
2 weeks ago
Melbourne, Australia Commonwealth Bank Full time**Commonwealth Private**strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and...
-
Relationship Executive
2 weeks ago
Melbourne, Australia Commonwealth Bank Full timeYou are a relationship builder, passionate about nurturing a client base and building new business - We are proud to support businesses across Melbourne to build successful futures - Together we can unleash each other’s potential as a collaborative, flexible team **Do**Work**That**Matters** You will provide meaningful solutions for a portfolio of retail...
-
Relationship Executive
6 days ago
Melbourne, Australia Bank of Queensland Full time**About the Role** An exciting brand-new Melbourne based opportunity as a Relationship Executive (diversified) has now become available within BOQ Specialist! This Relationship Executive role has been created to manage an existing portfolio of diversified customers, with a core focus on customer retention, whilst also building the book through the generation...
-
Associate, Private Bank
7 days ago
Melbourne, Australia Bank of Queensland Full time**About the Role** BOQ Specialist are currently searching for an Associate to join the team! The purpose of this role is to assist the Relationship Executive with the ongoing management of their client portfolio. The role predominately involves end to end home loan administration including deal structure, serviceability and workflow management through to...
-
Private Executive
6 days ago
Melbourne, Australia Westpac Group Full timePrivate Executive (Private Banking) - Private Banking Acquisition focus - Proactively seek out new U/HNW clients and prospect opportunities - Drive the next chapter of growth for Westpac Private Wealth **How will I help?** Within Private Wealth, we seek to provide unique and differentiated insights, expertise, and opportunities for high net worth...
-
Associate, Private Bank
4 days ago
Melbourne, Australia Bank of Queensland Full time**About the Role** Are you ready to take the next step in your career? BOQ Specialist is on the lookout for a motivated **Associate** to support our Relationship Executive team on a permanent basis. **What you'll be doing**: - Prepare credit submissions, assess serviceability, and manage workflow through to approval. - Liaise with clients, internal teams,...
-
Relationship Executive
2 weeks ago
Melbourne, Australia Commonwealth Bank Full timeYou are a relationship builder, passionate about nurturing a client base and building new business - We are proud to support businesses across Melbourne to build successful futures - Together we can unleash each other’s potential as a collaborative, flexible team **Do**Work**That**Matters** You will provide meaningful solutions for a portfolio of...