Wholesale Relationship Manager

Location: Sydney CBD, New South Wales
Job Type: Permanent
Salary: Negotiable
Contact: Fiona Lu
Specialisation: Banking
Reference: 201153_1580707967

Our client is one of the leading global banks, they are currently repositioning its wealth management business to focus on meeting the needs of HNW clients and they are seeking for an experience relationship manager to join its rapidly growing wealth management team. The role is to support targets to triple the client and assets under management (AUMs).

The ideal candidate will have more than 5 years of experience in the financial services industry within the Wealth Management / Investments space.

The Role:

  • Establish and proactively manage a portfolio of approximately 150 affluent, high net worth relationships to guide them towards meeting their objectives from a wealth generation.
  • Upselling and cross selling major equity and fixed income porfolios and to educate clients in relations to structured pruducts,bonds and managed funds.
  • To build and establish long term relationships with wholesale investors.
  • Drive portfolio activity and to increase the value for your client's portfolio, deepening your relationships with your clients whilst ensuring a high standard of compliance and control is maintained.
  • Maintain and build on strong internal relationships with the product teams and other stakeholders across the franchise to tailor solutions to ensure each client's unique objectives are met.
  • Develop and build new businesses from internal and external referral networks.

The Ideal Candidate:

  • 5 + years in Financial services industry experience, ideally within Wealth Management / Investments
  • Tier 1 or 2 accredited in managed investments, derivatives, Securities and FX
  • Tertiary Degree in Business, Finance or any related degrees
  • Sound knowledge in investment, wealth management and treasury products
  • Proven track record in sales
  • Proven relationship management skills dealing with affluent, HNW clients

Please apply by the link below or email Fiona Lu directly on email fiona.lu@porterallen.com.au or call on 02 8247 5703 for a confidential discussion