Lead Assistant Relationship Manager
at
Westpac Banking Corporation
Sydney, Queensland, Australia
-
Full Time
Start Date
Immediate
Expiry Date
02 Dec, 26
Salary
0.0
Posted On
03 Sep, 26
Experience
0 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
No
Skills
Industry
Financial Services & Insurance
Description
Build trusted, long-term relationships with high net worth customers by developing a strong understanding of their financial position, priorities and goals.
Manage customers holistically across lending, deposits, everyday banking and broader financial needs.
Deliver quality financial health checks and use customer and portfolio insights to identify relevant opportunities.
Structure and support complex home and investment lending solutions, maintaining ownership throughout the customer journey.
Grow and retain customer deposits while helping customers make informed decisions about how they manage their overall banking relationship.
Proactively manage your portfolio through meaningful, regular customer contact rather than waiting for a banking need to arise.
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