Relationship Manager, Premier Banking - Bondi Junction
Core
Manage a portfolio of high net worth customers as their dedicated point of contact, delivering personalized experiences across lending, deposits, and everyday banking.
Role type
Senior Relationship Manager (Premier Banking)
Builds
Personalized banking solutions for high net worth individuals
Domain
Retail Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, complex home and investment lending, financial health analysis, relationship building, cross-functional partnership
Preferred skills
Certificate IV in lending, deposit and general insurance accreditation
Responsibilities
Build and deepen trusted long-term relationships with high net worth customers, structure and support complex home and investment lending, conduct quality financial health checks, grow and retain deposits, manage portfolio proactively through regular contact, attract new customers via referrals and networks, partner with specialists across business banking and investments.