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Relationship executive banking

Melbourne
BOQ Group
Posted: 5 February
Offer description

About The Role
Join our high‑performing Private Banking team in Melbourne as a Relationship Executive and play a pivotal role in driving growth across our client portfolio. You'll be at the forefront of our distribution strategy — combining relationship expertise, business development, and exceptional service to deepen existing connections and attract new clients.

In this role, you'll work collaboratively within a high performing team to grow and manage a portfolio, offering clients a holistic banking experience tailored to their needs. You'll champion our product suite, meeting clients where they are - whether that's at home, in their practice, or remotely - to truly understand their financial goals and deliver personalised solutions.

You'll also help shape and execute our POD client acquisition strategy, including its marketing direction. Your work will focus on driving strong client acquisition, ensuring our value proposition resonates, and maintaining primary relationship ownership to maximise client satisfaction, engagement, and retention.

About You
You're a relationship‑builder at heart - someone who thrives on creating genuine connections and delivering standout client experiences. You bring a commercial mindset, a growth focus, and confidence working with high‑value client portfolios. You enjoy being out and about meeting clients, uncovering opportunities, and crafting tailored solutions that truly make an impact.

You'll Succeed In This Role If You Are

* Driven by results with a passion for business development
* Skilled at managing and growing client relationships
* A proactive communicator who enjoys collaborating with a broader team
* Confident navigating a variety of banking products and financial conversations
* Organised, adaptable, and excited to contribute to a high‑energy, client‑centric environment

About Us
BOQ Group is a truly unique group of challenger brands with a purpose – to provide a genuine alternative to Australian financial services for customers and employees.

Our family of brands (Bank of Queensland (BOQ), ME Bank, Virgin Money Australia, BOQ Specialist), each come with their own defined customer audience and brand personality, but share one goal – to build social capital through banking. That's creating trust with customers, exploring staff potential and believing that tiny gestures and big ideas can change the world for communities.

BOQ Group's inclusive vision is to foster a workspace that values and leverages difference and creates new possibilities, a place where our people feel confident to bring their best selves to work every day. We embrace difference and believe that our workforce should reflect the customers and communities that we serve.

Since 2021, BOQ Group is recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA).

In 2023, we successfully implemented an innovative Reconciliation Plan, driving positive change and promoting inclusivity across BOQ Group.

Our perks
At BOQ Group, we are passionate about creating an exceptional work environment that nurtures both your professional and personal growth.

Benefits
Our comprehensive benefits package is designed to enhance your well-being, provide financial security, and foster a sense of community and inclusion. Here are just some of the fantastic perks you can enjoy as part of our team:

* Flexible working arrangement - Balance your work and personal life with ease.
* Discounted financial products - Enjoy exclusive rates on our financial services across the Group.
* Salary sacrificing options - Maximise your take-home pay with our salary packaging options.
* Paid parental leave with no minimum requirements - Spend quality time with your new family member without any worries.
* Purchase additional annual leave - Need more time off? You can buy extra leave days.
* Discounted private health insurance plan - Take care of your health with our special rates.
* Employee Assistance Program (EAP) - Access confidential support for personal and professional challenges for you and your family
* Access to employee network groups - Connect with peers through our First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers, and accessibility groups.
* Pride in Diversity membership: We are proud members of Pride in Diversity and actively participate in the Australian Workplace Equality Index.

We are committed to creating a workplace where everyone feels valued and supported. Join us and be part of a company that truly cares about its people and community

How To Apply
To apply for this role, follow the links.

BOQ Group is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.

We celebrate, value and include people of all backgrounds, gender and expressions, sexualities, cultures, bodies and abilities. When you apply, you are welcome to tell us the pronouns you use and please let us know any reasonable adjustments you may need during the interview process.

If you are successful for a role with BOQ Group, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.

Please no agency applications.

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