Client Services Officer/Financial Planning
Great Team EnvironmentProgression OpportunitiesCompetitive salary packageA leading financial advisory firm who specialise in wealth management, Superannuation and risk management require a full time Client Services Officer with a minimum of two years experience in a similar role within the Financial services industry. Your main role will be to support a team of client advisors. This is an extremely busy role with responsibilities including liaising with clients, identifying and referring new business opportunities and managing cases with a great level of accuracy. To be successful in your application Read more […]
Trade Finance Product Manager
You will have an integral responsibility for the full life-cycle management of various trade product offerings and initiatives, covering definition, development, strategy and launching/commercialization of the products. This Trade Finance mandate will also involve managing, reviewing and refreshing an existing portfolio of trade finance products. The Individual: You will have a strong trade finance technical and operational background You must possess a strong in-depth knowledge of trade concepts, regulations and practices You should be a motivated, driven and ambitious and looking for challenges Read more […]
Associate
The business is focused on generating attractive risk-adjusted returns by capitalising on its strong local market knowledge, deep industry contacts and on-ground infrastructure spanning origination, execution and asset management. The business operates out of Melbourne Sydney offices with lending activities across the major capital centres of Australia. It also has a proven track record in raising and managing both institutional and private capital. Qualitas Real Estate Finance is now seeking highly skilled individuals to join its team. Melbourne based Suit bankers / property professionals Competitive Read more […]
Sr. Capacity & Performance Planner
• Attractive Salary and Benefits • Challenging environment to exhibit your core skills • CBD Location We are exploring new and better ways to progress the business with energy and enthusiasm. Backed by a proud and established heritage, we are on a journey to create a super regional bank. Connected by integrity and clarity of strategy, there is a real sense of excitement about the future. This role will accurately forecast IT Capacity requirements to match future demand and to meet IT service performance targets. Recommend cost effective actions, drive effective use of existing capacity Read more […]
Business Development Manager WA
CAN YOU drive sales growth of CommInsure’s Retail Advice Insurance products through adviser based channels?Exciting opportunity for an experienced Business Development professional to join the Retail Advice Sales team based in Perth. You will build long term adviser relationships with the overall goal of exceeding new business targets and expanding distribution capacity.About the roleYou will be responsible for the development and implementation of state sales activity strategies along with associated business plans to meet agreed targets. You will follow the segmentation servicing strategy, and Read more […]
CI RA Business Development Manager WA
Exciting opportunity for an experienced Business Development professional to join the Retail Advice Sales team based in Perth. You will build long term adviser relationships with the overall goal of exceeding new business targets and expanding distribution capacity.About the roleYou will be responsible for the development and implementation of state sales activity strategies along with associated business plans to meet agreed targets. You will follow the segmentation servicing strategy, and deliver the segment value propositions to a portfolio of allocated advisers. You will also be responsible Read more […]
Manager, Customer Experience
The TeamGroup Customer Relations is the CBA Group’s primary escalation point for customer feedback with a particular responsibility for resolving complaints – from the simple to the extremely complex.The Customer Experience, Equities Geared Investments team is responsible for the investigation and resolution of complaints and disputes that specifically involve all the products and services under the CommSec licence. This includes both Retail (CommSec) and Wholesale (CommSec Adviser Services).The Opportunity Reporting to the Head of Customer Experience, Equities Geared Investments you will be Read more […]
CT Sr Client Services Mgr Job
CT Sr Client Services Mgr (Job Number: 1311865)DescriptionThe Senior Client Services Manager has primary responsibility for the management of a portfolio of the most complex Corporate Trust clients/accounts and serves as the day-to-day contact for the assigned clients/accounts. As the primary account representative, the Senior Client Service Manager is responsible for servicing the overall client relationship within the assigned portfolio. This shall include the day to day oversight of the assigned accounts, the coordination of services for assigned clients, the monitoring of contractual obligations Read more […]
Customer Strategy & Analytics
To aid this growth my client is developing a new proposition that will focus around all areas within the Customer agenda. The team are now looking for a number of talented individuals with strong knowledge and experience in one of the following areas: Retail Banking Insurance Investment Management The successful candidates will have a polished academic background and have gained their experience from either a tier one Consultancy or leading Financial Institution. Also the candidates will have gained a good knowledge of at least one of the following areas will be required: Marketing Effectiveness Read more […]
Junior Algorithmic Specialist
A Passion to Perform. It’s what drives us. More than a claim, this describes the way we do business. We’re committed to being the best financial services provider in the world, balancing passion with precision to deliver superior solutions for our clients. This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing global business landscape. As you’ll discover, our culture supports this. Diverse, international and shaped by a variety of different perspectives, we’re driven by a shared sense of purpose. At every level agile thinking is Read more […]