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Personal wealth management specialist

Brisbane
beBeeRelationship
Posted: 13 December
Offer description

HNW Portfolio Manager

A leading financial institution is seeking an experienced professional to manage a portfolio of high net worth individuals. In this role, you will deliver tailored banking and wealth solutions, focusing on complex lending and portfolio growth.


Key Responsibilities:

* Manage relationships with high net worth clients
* Develop and implement tailored banking and wealth solutions
* Foster strong relationship management skills


About the Opportunity:

This is a fantastic opportunity for an ambitious individual to make a meaningful impact on our clients' lives while driving business growth and revenue expansion.

In addition to your technical expertise, we are looking for someone who can effectively communicate complex ideas, build strong relationships, and navigate multiple stakeholders. If you have a passion for delivering exceptional client experiences and driving business results, we encourage you to apply for this exciting opportunity.

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