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- Proven experience managing high-value client portfolios within the banking industry.
- Demonstrated experience identifying and executing cross-selling and upselling opportunities for banking products.
- Minimum five years' experience as an Account Manager in the banking industry.
Role Type
Pay Rate
Description
Job Title: Senior Account Manager
Job Summary:
We are seeking a highly skilled and experienced Senior Account Manager to join our banking team in North Sydney, New South Wales. The successful candidate will be responsible for managing a portfolio of high-value clients, building strong relationships, and providing exceptional customer service. As a Senior Account Manager, you will play a key role in driving business growth by identifying opportunities to cross-sell and upsell banking products and services.
Skills:
– Proven experience as an Account Manager within the banking industry
– Strong knowledge of financial products and services
– Excellent communication and negotiation skills
– Ability to build and maintain long-term client relationships
– Strong analytical abilities with attention to detail
– Proficient in CRM software and MS Office Suite
Responsibilities:
1. Manage a portfolio of high-value clients by providing personalized financial advice tailored to their needs.
2. Build strong relationships with clients through regular communication, meetings, and networking events.
3. Understand client objectives, financial goals, risk tolerance levels, and develop strategies accordingly.
4. Identify opportunities for cross-selling or upselling banking products such as loans, mortgages, investments etc.
5. Collaborate with internal teams (e.g., Credit Risk) to ensure smooth processing of client requests or applications.
6. Monitor market trends affecting the banking industry; provide updates on changes in regulations or policies that may impact clients’ portfolios.
7. Prepare periodic reports on client performance metrics including revenue growth targets achieved.
Qualifications:
1. Bachelor’s degree in Business Administration or related field (Master’s degree preferred)
2. Minimum 5 years of experience as an Account Manager within the banking industry
3. Proven track record of managing high-value client portfolios successfully
4. Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly desirable
5. In-depth knowledge of Australian financial regulations and compliance standards
