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Financial services director

Sydney
beBeeBanking
Posted: 11 December
Offer description

Job Description:

As a senior financial professional, you will be responsible for managing high-value customer relationships and providing tailored banking solutions while ensuring compliance with regulatory requirements.

This role involves building strong connections with customers, understanding their needs, and delivering personalized services to meet individual customer objectives.

Main Responsibilities:

* Customer Management: Manage customer enquiries in a timely and efficient manner, demonstrating a commitment to customer satisfaction.
* Culture and Values: Demonstrate HSBC values and behaviours, upholding the highest standards of professionalism and integrity.
* Compliance and Quality: Provide professional banking services while ensuring compliance with quality assurance standards, maintaining the highest level of expertise.
* Team Collaboration: Contribute to a collaborative team environment, fostering open communication and mutual support.

Requirements and Qualifications:

To succeed in this role, you will need:

* A proven track record in customer excellence gained in banking as a Client Relationship Manager, Officer or Executive.
* The ability to develop and maintain a deep understanding of your customers' needs, providing innovative solutions to drive growth and success.
* Strong interpersonal skills, with the ability to build rapport and establish trust with customers at all levels.
* Relevant experience in personal lending products (including mortgage lending), with a solid understanding of industry trends and developments.

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