The Private Banking team in Brisbane are seeking a Relationship Executive - Managed Portfolio to join them on a permanent basis. The role of the Relationship Executive - Managed Portfolio is to manage a portfolio of clients and support the delivery of their financial needs. The Relationship Executive - Managed Portfolio will be supported by a team of dedicated associates, with the goal of expanding the client's relationship with BOQS.
As a key member of our organisation, you will have the opportunity to work with high-net-worth clients, providing personalized financial solutions and building lasting relationships.
Some of the responsibilities will include:
- Working collaboratively within their team to develop and share a portfolio of clients who engage in an entire banking solution.
- Promote our banking product suite to core clients, including meeting clients at their home and/or place of work to conduct interviews to determine financial situation and objectives, discussing options for the client and developing tailored solutions.
- Manage relationships with clients leveraging and aligning internal resources to maximise client satisfaction and retention.
About you
To be successful in this role, we are looking for a strong candidate to come in and hit the ground running.
Some of the skills and experience required to be successful in the role include:
- Demonstrated aptitude for Banking, Finance and Industry niches
- Understanding of credit, risk and security
- Understanding of contracts and documentation
- Energy, initiative and proactive approach to selling and relationship management
If you are ready to take your career to the next level and be part of an organization that is shaping the future of private banking, apply now!
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
Flexible working arrangements- Discounted financial products
- Salary sacrificing options
- Paid parental leave with no minimum
- Purchase annual leave
- Discounted private health insurance plan
- Employee Assistance Program (EAP)
- Access to employee network groups focused on First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers and accessibility
- BOQ Group is a member of Pride in Diversity and a participating organisation in the Australian Workplace Equality Index
How to Apply
To apply for this role at #boqgroup, follow the links or apply via our Careers Page.
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.
Job Reference: BOQ05146
