Hybrid Premier Relationship Manager for HNW Clients

cba

Perth

Hybrid

AUD 120,000 - 180,000

Full time

9 days ago
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Job summary

CommBank is seeking a Relationship Manager for Premier Banking to manage a high‑value client portfolio, delivering tailored lending and investment solutions while building trusted relationships. You will conduct regular financial health checks, stay ahead of market changes, and collaborate with partners across the bank to provide end‑to‑end service.

Hybrid working options support balance between client work and development.

Qualifications

  • Experience in complex mortgage lending.
  • Sales experience with diversified product and service offerings.
  • A passion for delivering outstanding customer experiences.
  • Strong relationship-building skills and a commitment to client success.
  • Ability to thrive in a fast-paced environment.

Responsibilities

  • Manage high-net-worth client relationships in Premier Banking through regular contact and follow-up.
  • Conduct quality financial health checks and stay informed on market changes.
  • Provide innovative lending and investment solutions and tailor recommendations to client goals.
  • Drive client acquisition and referrals from existing portfolios and external partners.
  • Coordinate with specialists for financial planning, investment, risk insurance, and complex needs.
  • Maintain end-to-end service for the portfolio and strengthen ongoing client relationships.

Job description

CommBank is seeking a Relationship Manager for Premier Banking to manage a high‑value client portfolio, delivering tailored lending and investment solutions while building trusted relationships. You will conduct regular financial health checks, stay ahead of market changes, and collaborate with partners across the bank to provide end‑to‑end service.

Hybrid working options support balance between client work and development.

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