High Net Worth Specialist
High Net Worth Specialist
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Job Description
Weve never been just a bank. Just like you should never be just an employee. Were united in our belief that in banking better can be bigger and together were making it happen.
It starts here. With Bendigo Bank and you.
Money Market Invest under the Business Customer banner provide specialised services to the Banks network in the areas of a private banklike service and value proposition for highnetworth individuals and corporate entities with funds over $500K and negotiated interest rate quotes for $2M term deposits for the retail rural and business banking network.
As a High Net Worth Specialist you will play a pivotal role in managing highnetworth portfolios of commercial customers focusing on understanding customer needs and providing relevant solutions. You will be responsible for displaying thorough product knowledge to build new and existing relationships to meet the agreed sales targets.
As a High Net Worth Specialist you will make an impact by:
- Assisting in the overall Portfolio Growth aim by attaining individual company targets that support the overall Banks strategy.
- Support the daily operations and completing assigned tasks on time.
- Coordinate with wide range of stakeholders to confirm and resolve any discrepancies in a timely manner.
- Accurately prepare client documentation and of adviser and client requests
- Develop and maintain relationships with new and existing clients to understand their business drivers and their investment needs.
- Support Retail Network $500k within the Service level Agreement.
- Monitor cash flows and ensure adequate funding for settlement obligations.
- Collaborate with internal teams to ensure compliance with regulatory requirements and internal policies.
- Excellent communication and interpersonal skills with the ability to collaborate effectively with crossfunctional teams.
What youll bring to the role
- Extensive experience in sales roles with a strong focus on providing superior level of customer service is essential.
- Sound knowledge of Financial Markets products as well as current knowledge of the Banks suite of investment products.
- Your toolkit includes great written and verbal communication skills with the proven ability to build strong customer and stakeholder relationships alike.
- You are a team player who is also able to work autonomously and you have strengths in time management.
- Qualifications in Securities Finance or Business would also be beneficial.
So why work with us
- Want big impact that matters Here youll know your work directly benefits the customers and communities we all serve.
- Want to be more than just a number Join a team that truly values you and that gets more and more diverse every day.
- Want career opportunity AND flexibility Achieve both here where we know that balance and progression go hand in hand.
Youll also get access to a great range of benefits including:
- Hybrid work Flexible hours A compressed work week Our flexible work options are designed to suit your life.
- Health and wellbeing support including discounted gym memberships private health insurance options and our Employee Assistance Program (EAP) for you and your immediate family members.
- Take your learning to the next level through opportunities like our corporate university BEN U or at an external provider of your choice.
Were making better bigger. And well get there with you.
Could you be our newest Specialist Nows the time to set your sights even higher on the future you and the future career you deserve. Apply now!
We offer flexible work options that put our people first and a hybrid WFH model of a minimum of 60 of time spent in the Adelaide Head Office.
Please note all internal candidates are required to notify their immediate leader when applying for a new career opportunity and you will be asked to acknowledge they have done so upon submission of your application.For more information check out the Application Process for Internal Candidatespage.
For further description refer to the PD:High Net Worth Specialist
For a confidential discussion regarding this opportunity contact: Scott Chamberlain Senior Talent Acquisition Advisor.
Still in two minds
Research suggests 60 of women and underrepresented groups might stop here even after getting as far as drafting an application. We believe that diversity makes every team stronger so even if you dont tick every box we still want to see your application!
We believe a diverse workforce supported by an inclusive culture is central to our success and we actively encourage applications from those who bring diversity of thought to our business. We support candidate requests for adjustment to accommodate an illness injury or disability to equitably participate in the selection process.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
