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Private Client Manager

Commonwealth Bank - Perth, WA

Banking & Finance
Source: uWorkin


About Bankwest Private

At Bankwest Private we recognise that our client's time and personal wealth is important to them, so we take the time to understand their personal goals, fast track their requests and deliver key insights and opportunities to them. We do this through aligning our activities to our strategic values of sustainable growth, customer experience, people & culture and simplicity, whilst ensuring that at all times we own and manage risk, which is a part of the Bankwest DNA.

About The Opportunity

As a Private Client Manager, you will manage a mature portfolio of existing clients, generate new to bank opportunities and contribute positively to the development of junior staff and the culture of the business.

In Addition To This You Will

  • Maintain an active calling program with clients, referral sources and advocates
  • Structure and support new and existing proposals through appropriate approval channels with a "right first time" approach
  • Exercise personal delegations in a risk aware manner
  • Ensure portfolio data quality is maintained to the highest standards

About You

To be successful you will have:
  • Highly developed relationship building skills to facilitate sales, negotiation and problem solving with a high net worth client base
  • Strong credit skills with a proven ability to analyse and present complex lending structures where debt servicing is dependent on multiple cash-flow sources (e.g. multiple family trust entities within a single borrowing group)
  • Strong written and verbal communication skills, coupled with the ability to prioritise work and delegate effectively
  • Strong proactive portfolio management skills to ensure that risk and compliance is maintained to the highest standards
  • Attention to detail to ensure work is completed accurately
  • An ability to adapt to change and a proven ability to coach and develop staff
If you're already part of the Commonwealth Bank Group (including Bankwest), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career.

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Advertising End Date: 17/05/2021