Relationship Executive, Private Bank

Overview About The Role - The Melbourne Private Banking team are seeking a Relationship Executive to join on a permanent basis. The role is to deliver on our distribution strategy by growing an established portfolio through new client acquisition and management of existing clients. The role is responsible for achieving individual business development and growth targets while providing exceptional customer service to our core medical client base. Some responsibilities include working collaboratively within the team to develop and share a portfolio of new and existing clients who engage in an entire banking solution. This involves promoting our banking product suite to core clients, including meeting clients at their home and/or place of work to conduct financial interviews. Additionally, the role requires assisting with the implementation and ongoing development of the POD client acquisition strategy, which encompasses the Marketing strategy. This means driving the POD's direction and performance, focusing on client acquisition, volume, and ensuring primary client relationship and satisfaction. Managing relationships with clients is also a key responsibility, 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 who can come in and hit the ground running. The ideal candidate should possess a degree, although experience is most valued. They should have a demonstrated aptitude for Banking, Finance, and Industry niches, along with a strong business development background. An understanding of credit, risk, and security is essential, as well as a solid grasp of contracts and documentation. Additionally, the candidate should exhibit energy, initiative, and a 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 unique group of challenger brands with a purpose – to provide a genuine alternative to Australian financial services for customers and employees. Our brands (Bank of Queensland (BOQ), ME Bank, Virgin Money Australia, BOQ Specialist) each have their own defined customer audience and brand personality, but share one goal – to build social capital through banking. That means 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 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 our workforce should reflect the customers and communities we serve. Since 2021, BOQ Group has been recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA). In 2023, we implemented a Reconciliation Plan to promote inclusivity across BOQ Group. 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 BOQ Group, 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, background screening is a condition of employment to comply with the Anti-Money Laundering and Counter Terrorism Financing Act. Checks may include: identity verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks. Please no agency applications. Job Details Seniority level: Entry level Employment type: Full-time Job function: Finance, Health Care Provider, and Customer Service Industries: Banking, Hospitals and Health Care, and Financial Services #J-18808-Ljbffr