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Elite client growth expert

Melbourne
beBeeClient
Posted: 21 December
Offer description

High-Net-Worth Client Acquisition Specialist

Job Description:
Drive growth in high-net-worth client acquisition by building deep relationships and delivering tailored investment solutions.
Key Responsibilities include collaborating with Directors to deliver investment solutions, identifying opportunities for business development, and providing exceptional service to clients.


What You'll Need

1. Proven experience in the HNW/UHNW sector (Private Banking, Investment, or Private Wealth) with a track record of successful client acquisition and business development within the industry.

2. A strong understanding of holistic banking, wealth, and investment solutions for private clients,

3. Demonstrated ability to collaborate effectively across teams and business segments,

4. Sound risk and compliance knowledge including AML/KYC obligations and client due diligence.


Application Information:
Please ensure you include your eligibility to work in the country where you are applying.<

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