Relationship Associate - Sydney, Australia - CFA Institute

    CFA Institute
    CFA Institute Sydney, Australia

    2 weeks ago

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    Description
    About the Role

    As a Relationship Associate, you will assist the Relationship Manager, Deposits Team & Adviser Services team by providing them with continuous support in acquiring new business and managing their existing client base.

    The role predominantly involves taking ownership of end-to-end client on-boarding for deposits products and supporting the business development and strategic activities of the team.

    This includes determining product suitability, pricing discussions, preparing on-boarding documents, including credit checks and KYC, implementation of client requests and post settlement fulfilment such as online banking, supplementary services and compliance requirements.

    Key Accountabilities:
    • Supporting HNW clients and assisting with transactions, enquiries and reporting
    • Loading files into various systems with high degree of accuracy
    • Performing all relevant client checks including Equifax reports, KYC & AML requirements and beneficial ownership
    • Liaising with internal stakeholders as well as clients, accountants, solicitors and relevant 3rd parties to ensure efficient settlement of each deal
    • Assisting with multiple product distribution channels
    • Answering inbound enquiries and providing exceptional customer service
    • Monitoring ongoing needs of existing client base, client maintenance and retention
    • Working closely with operations teams such as treasury, account establishment and the client services centre to provide superior service to HNW & IFA clients
    • Undertaking additional duties as advised by the Relationship Manager or Team Leader
    About you

    With previous retail finance experience, you will be responsible for liaising with clients on a daily basis therefore will maintain exceptional communication skills and the ability to establish and maintain strong working relationships with both internal and external stakeholders.

    The successful candidate will also be able to demonstrate the following skills, experience and abilities:
    • Previous banking experience or broker support experience assisting specifically with deposits and cash products
    • A deep understanding of retail banking products and services
    • Proven ability to understand complex structures and entities, such as charities, not for profits and family offices
    • Strong interpersonal skills with the ability to negotiate and influence
    • High attention to detail and the ability to prioritise competing deadlines in a fast paced environment
    • Outcome orientated with a customer centric mindset.
    Above all else, you will be a self-directed, motivated team player, who is skilled at managing their time and workload while supporting a high performing Relationship Manager.

    About Us

    BOQ Group is a truly unique group of challenger brands with a purpose - to provide a genuine alternative to Australian financial services for customers and employees.

    Our family of brands (Bank of Queensland (BOQ), ME Bank, Virgin Money Australia, BOQ Specialist), each come with their own defined customer audience and brand personality, but share one goal - to build social capital through banking. That's creating trust with customers, exploring staff potential and believing that tiny gestures and big ideas can change the world for communities.

    BOQ Group's inclusive vision is to foster a workspace that values and leverages difference and creates new possibilities, a place where our people feel confident to bring their best selves to work every day. We embrace difference and believe that our workforce should reflect the customers and communities that we serve.

    Since 2021, BOQ Group is recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA).

    In 2023, we successfully implemented an innovative Reconciliation Plan, driving positive change and promoting inclusivity across BOQ Group.

    Our Perks

    • Flexible working arrangements

    • Discounted financial products

    • Salary sacrificing options

    • Paid parental leave with no minimum

    • Purchase annual leave

    • Discounted private health insurance plan

    • Employee Assistance Program (EAP)

    • Access to employee network groups focused on First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers and accessibility

    • BOQ Group is a member of Pride in Diversity and a participating organisation in the Australian Workplace Equality Index

    How to Apply

    To apply for this role with #boqspecialist, please follow t he li nks or apply via our Careers Page .

    BOQ Group is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.

    We celebrate, value and include people of all backgrounds, gender and expressions, sexualities, cultures, bodies and abilities. When you apply, you are welcome to tell us the pronouns you use and please let us know any reasonable adjustments you may need during the interview process.

    If you are successful for a role with BOQ Group, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to: identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.

    Please no agency applications.
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