Description
We are seeking an experienced Relationship Manager to join our Wealth Management team in Coburg. As a Relationship Manager, you will be responsible for managing a portfolio of high-net-worth clients, providing them with comprehensive financial advice and solutions.
Your tasks will include:
- Managing a portfolio of clients with complex financial needs
- Providing holistic financial advice and solutions to clients
- Building and maintaining relationships with clients and identifying new business opportunities
- Collaborating with specialists to provide complex financial solutions
- Acquiring new clients and growing the business volume
Requirements:
- Banking background and relevant experience in wealth management
- Strong knowledge of investment products and financial markets
- Excellent communication and sales skills
- Ability to work independently and as part of a team
- Strong customer focus and service orientation
What we offer:
- Competitive salary and benefits package
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
- Comprehensive training and support
- Flexible working arrangements
Benefits:
- Emotional well-being: counselling services, mental health support
- Physical health: fitness centre, health check-ups, healthy living advice
- Social connections: team-building activities, flexible working arrangements, diversity and inclusion initiatives
- Financial security: pension plans, employee benefits, mobility support