AddressThis role is perfect for an individual with significant experience in wealth management and private banking, who thrives on developing and nurturing high net worth client relationships. The successful candidate will have access to a comprehensive offering, built around their goals, and backed by the financial resources of one of the world’s leading financial institutions. This role offers continuous opportunities to learn and grow in an inclusive environment, supported by a fantastic team of passionate and knowledgeable people.
As a Private Executive, you will play a pivotal role in driving the growth of the private wealth sector. Your primary focus will be on developing and nurturing relationships with high net worth clients, both existing and new. You will utilise your extensive experience in wealth management and private banking to provide unique insights, expertise, and opportunities tailored to each client's distinct needs. Your innovative approach to client service, coupled with your deep understanding of wealth management strategies, will ensure your success in this role.
Key responsibilities: Proactively seek out new high net worth clients and prospect opportunities Drive the growth of existing client relationships through exceptional relationship management Acquire new clients via internal and external sources Deliver premium service for our clients, positioning yourself as a trusted Private Executive Utilise your deep knowledge of structures and strategies key in managing and growing a client’s wealth Take an innovative approach to the client and customer experience, with a long-term mindset for our business and our people Key experience: Significant experience across wealth management and private banking Exceptional relationship management skills honed through years of experience Deep understanding of structures and strategies key in managing and growing a client’s wealth Innovative approach to client and customer experience Long-term mindset for the business and people Ability to deliver premium service for clients Aboriginal and Torres Strait Islander Peoples are encouraged to apply. To apply please click apply or call Tiffiny Argyropoulos on 03 8628 2*** for a confidential discussion. Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.
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