Relationship Manager Premier Banking, Glen Waverley

CBA New Digital Businesses Pty Ltd

Glen Waverley, VIC, Australia
On-site
Manage high-value premier client portfolio
Build deep, trusted relationships
Deliver exceptional customer service
CBA New Digital Businesses Pty Ltd is seeking a Relationship Manager for their Premier Banking division in Glen Waverley. The role involves managing a high-value client portfolio, building strong relationships with high-net-worth clients, and providing tailored financial solutions

Job Summary

  • Manage a high-value Premier client portfolio and make a meaningful impact on their financial success.
  • Build deep, trusted relationships with sophisticated clients who value expert guidance.
  • Grow your career with industry-leading training, clear pathways, and a team that champions your development.

Matching Summary

Match Score: 85

CBA New Digital Businesses Pty Ltd is seeking a Relationship Manager for their Premier Banking division in Glen Waverley. The role involves managing a high-value client portfolio, building strong relationships with high-net-worth clients, and providing tailored financial solutions.

Skills & Requirements

Must-have

  • Manage high-value Premier client portfolio
  • Build deep, trusted relationships
  • Deliver exceptional customer service
  • Identify and anticipate financial needs
  • Provide innovative financial solutions
  • Resolve client needs personally

Nice-to-have

  • Strong market awareness
  • Proactive team player
  • Collaborate actively with specialists
  • Thrive in a fast-paced environment

Key Requirements

  • Demonstrable experience in complex mortgage lending
  • Experience in a sales role
  • Certificate IV accreditation in lending or similar (preferred)
  • FSRA Tier 2 accreditation (preferred)

Work Rights

Not specified

Tailored Resume

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