19 Oct
|
Y-AXIS
|
Queensland
Y-Axis is seeking an experienced client relationship qualified 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
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📌 Wealth & Banking Relationship Manager (Queensland)
🏢 Y-AXIS
📍 Queensland