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Senior wealth strategist

Sunshine Coast
beBeeBespoke
Posted: 20 December
Offer description

High Net Worth Relationship Manager

This is a relationship-first role that involves managing and growing a portfolio of high net worth clients by delivering bespoke banking, lending and wealth solutions tailored to each client's unique needs.

* The ideal candidate will have RG146 compliance with a deep understanding of AML/KYC obligations.
* A proven track record in acquiring and growing high net worth client portfolios is essential.
* Mastery in banking, lending or wealth (ideally across all three) is required.

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