Wealth & Banking Relationship Manager

Y-Axis; Queensland; On-site; AUD 100,000 - 150,000; Full time

Job summary

Y-Axis is seeking an experienced client relationship professional in Australia, focused on high net worth customers. The role involves developing a deep understanding of clients' financial positions, priorities and goals, and managing them across lending, deposits, and everyday banking with a view to long-term relationship health.

The position emphasizes delivering financial health checks, identifying opportunities from portfolio insights, and maintaining ownership throughout the customer

Responsibilities

• Build trusted, long-term relationships with high net worth customers by developing a strong understanding of their financial position, priorities and goals.
• Manage customers holistically across lending, deposits, everyday banking and broader financial needs.
• Deliver quality financial health checks and use customer and portfolio insights to identify relevant opportunities.
• Structure and support complex home and investment lending solutions, maintaining ownership throughout the customer journey.
• Grow and retain customer deposits while helping customers make informed decisions about how they manage their overall banking relationship.
• Proactively manage your portfolio through meaningful, regular customer contact rather than waiting for a banking need to arise.

Job description

Y-Axis is seeking an experienced client relationship professional in Australia, focused on high net worth customers. The role involves developing a deep understanding of clients' financial positions, priorities and goals, and managing them across lending, deposits, and everyday banking with a view to long-term relationship health.

The position emphasizes delivering financial health checks, identifying opportunities from portfolio insights, and maintaining ownership throughout the customer