Relationship Manager Premier Banking
Melbourne
All Melbourne
  • 75-80k + bonus
  • Career Progression
  • Excellent support team
 

Do you have a strong retail lending background, with experience in complex residential lending – trusts, multiple properties etc? As the relationship manager your primary focus will be maintaining and developing relations with clients, however you must also be proactive, building your networks and sourcing new business.

 

As a market leader in its sector, our client is offering an opportunity to join a dynamic work force that is committed to growth and development through innovation, change and strategy focus.

 

Your responsibilities will include:

  • Building positive relationships with Premier Banking customers by identifying and anticipating their financial needs through the completion of a quality financial health check
  • Providing Premier Banking customers with innovative financial service solutions including lending and investment options to meet these needs
  • Pro-actively driving and growing client acquisition and referrals from existing portfolios
  • Where possible resolve client needs personally, rather than utilising referral channels, maintaining sense of end to end service provision to entire portfolio.
  • As required refer customers to appropriate specialists for their financial planning, investment, risk insurance, commercial business and more complex investment needs.

 

The Successful Applicant will demonstrate:

  • Prior experience in and knowledge of Mortgage/ Lending products & services
  • Experience in a sales role with diversified product/service responsibilities
  • The capacity to work in a busy, commercial, competitive environment
  • The ability to meet objectives / targets and deliver customer service
  • Financial Health Check Master

 

Experience in wealth management and or a diploma of Financial Planning would be advantageous but not essential.

 

For more information or a confidential discussion about this role, please contact Colin Woods on 8629 1229.

 

To apply for this exceptional role, click on the Apply button below.


Profession: Banking & Finance Sector: Private
Role: Management Work Type: Full Time
Reference No: 15938a

Nearest Transport:
Contact Details:Colin Woods 03 8629 1229
Chandler Macleod
2 February 2012

Only People with the right to work in Australia / New Zealand may apply for this position.

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