In this role, you will manage these sophisticated relationships through regular contact and follow-up, quality financial health checks, and strong market awareness
Job Summary
In this role, you will manage these sophisticated relationships through regular contact and follow-up, quality financial health checks, and strong market awareness.
We offer market-leading products and services, supported by some of the world’s best systems and processes.
We’re investing in our people to provide clear career pathways, more development opportunities, and best-in-market training.
Matching Summary
In this role, you will manage these sophisticated relationships through regular contact and follow-up, quality financial health checks, and strong market awareness.
Skills & Requirements
Must-have
manage sophisticated relationships
deliver exceptional customer service
identify and anticipate financial needs
provide innovative financial solutions
client acquisition and referrals
resolve client needs personally
Nice-to-have
strong market awareness
proactive team player
collaborate actively with specialists
strengthen relationships and identify growth
Key Requirements
minimum of 2 years experience in complex mortgage lending
experience in a sales role
Certificate IV accreditation in lending or similar (preferred)