Relationship management for high net worth clients
Proactive client acquisition and referrals
Premier Banking provides Relationship Management to High Net Worth customers with lending and investment balances of $1M or more
Job Summary
Premier Banking provides Relationship Management to High Net Worth customers with lending and investment balances of $1M or more.
In this role, you will manage sophisticated relationships through regular contact, quality financial health checks, and strong market awareness.
CommBank offers clear career pathways, development opportunities, and best-in-market training while supporting flexible and hybrid working arrangements.
Matching Summary
Premier Banking provides Relationship Management to High Net Worth customers with lending and investment balances of $1M or more.
Skills & Requirements
Must-have
Exceptional customer service delivery
Relationship management for high net worth clients
Proactive client acquisition and referrals
Financial needs identification and assessment
Nice-to-have
Strong market awareness
Collaborative team player
Flexible and hybrid working arrangements
Key Requirements
Minimum 2 years complex mortgage lending experience
Experience in diversified sales roles
Certificate IV accreditation in lending (preferred)
FSRA Tier 2 accreditation including Deposit Products and General Insurance (preferred)