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Member Portfolio Partner
2 weeks ago
- Cultivating and maintaining member relationships.
- Collaborating with clients and members to understand their professional aspirations and requirements.
- Matching the most suitable membership benefits and AICD products/services to each member's goals for the upcoming year.
- Informing members about new initiatives and opportunities relevant to their development.
- Proactively reminding members about membership renewals.
- Addressing and solving member issues effectively.
- Referring members to internal services and teams when necessary.
- Maintaining accurate CRM records.
- Participating in relevant AICD events.
- Experience in sales, contact center, account management, or relationship management.
- Exceptional customer service and listening abilities.
- Strong communication skills with C-level executives and experience working with senior stakeholders or company directors.
- Interpersonal skills, stakeholder engagement expertise, and the ability to influence others.
- Empathy, flexibility, and a friendly attitude.
- Demonstrated resilience, initiative, and problem-solving capabilities.
- Experience in account or portfolio administration management.
- Proficiency in CRM data management and MS Office.
- Hybrid/flexible working options.
- Access to salary sacrificing and income protection insurance.
- Wellbeing support through an employee assistance program.
- A culture of collaboration and teamwork.
- Opportunities for professional development and education through training courses and coaching.
- A chance to contribute to a respected organization known for governance excellence.
- Attendance at exclusive events featuring influential speakers.
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Member Portfolio Partner
2 weeks ago
Sydney, New South Wales, Australia Australian Institute of Company Directors Full timeAbout us The Australian Institute of Company Directors (AICD) is committed to strengthening society through world-class governance. We aim to be the independent and trusted voice of governance, building the capability of a community of leaders for the benefit of society. Our membership of more than 50,000 includes directors and senior leaders from business,...
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Member Portfolio Partner
2 weeks ago
Sydney, New South Wales, Australia Australian Institute Of Company Directors Full timeJob Category: Account and Relationship Management, Call Centre and Customer Service About us The Australian Institute of Company Directors (AICD) is committed to strengthening society through world-class governance.We aim to be the independent and trusted voice of governance, building the capability of a community of leaders for the benefit of society.Our...
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Portfolio Manager
2 weeks ago
Sydney, New South Wales, Australia Dimensional Fund Advisors, L.P. Full timePortfolio Manager (Fixed Income)Notes to applicants: Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.The Role Portfolio Manager, Fixed Income Member of APAC fixed income team Cover...
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Customer Service
2 weeks ago
Sydney, New South Wales, Australia cargo-partner Full timeResponsibilities: Assist sales team with preparation of quotation and rate request Follow up on clients' interactions Achieve monthly KPI Work closely with sales team to build pipeline and close deals Prepare SOP for internal process & clients Update shipment milestones into system Liaise with internal and external parties; clients, carriers, airlines and...
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Portfolio Manager
1 month ago
Sydney, New South Wales, Australia Dimensional Fund Advisors, L.P. Full timeNotes to applicants: Most roles at Dimensional will be part of our best-of-both hybrid working model which includes working 3 days in the office. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time...
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Portfolio Manager
4 weeks ago
Sydney, New South Wales, Australia Dimensional Fund Advisors, L.P. Full timeNotes to applicants: Most roles at Dimensional will be part of our best-of-both hybrid working model which includes working 3 days in the office. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach applies to most roles globally with a few exceptions that require more or less time...
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Portfolio Analyst
2 weeks ago
Sydney, New South Wales, Australia HUB24 Group Full timeHUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red...
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Portfolio Manager
2 weeks ago
Sydney, New South Wales, Australia Allianz Popular SL. Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Employing Entity:ALLIANZ AUSTRALIA SERVICES PTY LTDJob Type: Full-Time Employment Type: Permanent ID: 48864 At Allianz, we're proud to be one of the world's leading insurance and asset management brands, with a workforce...
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Portfolio Manager
2 weeks ago
Sydney, New South Wales, Australia ALLIANZ AUSTRALIA SERVICES PTY LTD Full timePortfolio Manager (Consumer) | Sydney At Allianz, we're proud to be one of the world's leading insurance and asset management brands, with a workforce as diverse as the world around us. We care about our customers, which is why we hire the very best people to further our commitment to securing the future of our customers, partners, and the community so...
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Delivery Portfolio Manager, Investments
2 weeks ago
Sydney, New South Wales, Australia Rest Full timeCompany DescriptionSupporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholdersClosing date: 26th June 2024Please note Rest does not accept speculative resumes from recruitment agencies Job DescriptionAbout UsEstablished in 1988, Rest is one of Australia's largest profit-to-member...
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Portfolio Manager
2 weeks ago
Sydney, New South Wales, Australia Allianz Popular SL. Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Employing Entity: ALLIANZ AUSTRALIA SERVICES PTY LTD Job Type: Full-Time Employment Type: Permanent ID: 48864 At Allianz, we're proud to be one of the world's leading insurance and asset management brands, with a...
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Project Portfolio Coordinator
2 weeks ago
Sydney, New South Wales, Australia Class Super Full timeHUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red...
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Senior Portfolio Manager
2 weeks ago
Sydney, New South Wales, Australia Nib Group Full timeNib Travel proudly provides financial protection and assurance to travellers wherever they are in the world.Our purpose is to ensure better health and wellbeing for every travel adventure, not only when planning the trip but while overseas, with cover available for emergency medical expenses, overseas access to our high standard of emergency assistance 24...
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Casualty Portfolio
2 weeks ago
Sydney, New South Wales, Australia Insurance Australia Group LTD Full timeMake a difference as an Casualty Portfolio & Underwriting Specialist**Join the largest insurance group in Australia and New Zealand.For over 165 years, CGU has partnered with Australian families and businesses. Part of Insurance Australia Group (known as IAG), we're a leading commercial, rural and personal lines insurer and a top-three provider of workers...
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Portfolio Manager
2 weeks ago
Sydney, New South Wales, Australia Talent Web Full timeHybrid work environment Make a diference Great officesLeading Asia Pacific Technology group requires a Permanent Portfolio Manager for their Sydney CBD office.Reporting to the Head of Delivery you will be hands on and oversee the Portfolio / Project Office ensuring that all projects are delivered and met.On a daily basis you will:Release management content...
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Portfolio Manager
2 weeks ago
Sydney, New South Wales, Australia Australian Retirement Trust Full timeAbout the role We're looking for a Portfolio Manager - Fixed Income to join our team. This is a big deal - you'll play a huge part in shaping and executing the fixed income asset class that's best for our members. Your input will be key to delivering top-notch results. Our Fixed Income team leads the way in delivering across Australian Retirement Trust's...
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Portfolio Analyst
2 weeks ago
Sydney, New South Wales, Australia Platinum Pacific Partners Full timeIndustry Super Fund Private Equity Newly Created Position Unique career opportunity with a leading industry super fund whose investment division are undertaking significant growth and expansion. This opportunity sits within a specialist Private Equity team who have both local and global investment coverage. You will be interested to join a collegiate...
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Portfolio Associate
2 weeks ago
Sydney, New South Wales, Australia Antler Full timeAntler, globally, in over four years of operating, has grown to have a presence in 25 cities around the world, including offices in most major startup ecosystems, such as New York, Berlin, London, Singapore, and Bangalore. This has resulted in investments in over 700 companies.Here in Australia, we are one of the most active early-stage VCs in the country,...
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Portfolio Governance Coordinator
2 weeks ago
Sydney, New South Wales, Australia Rest Full timeCompany DescriptionSupporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholdersClosing date: 3rd May 2024Please note Rest does not accept speculative resumes from recruitment agencies Newly created role Join a highly professional and knowledgeable team Hybrid working as standardAbout...
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Portfolio Lead
2 weeks ago
Sydney, New South Wales, Australia Allianz Australia Full timeAt Allianz, we're proud to be one of the world's leading insurance and asset management brands, with a workforce as diverse as the world around us.We care about our customers, which is why we hire the very best people to further our commitment to securing the future of our customers, partners, and the community so we're ready when they need it most.We offer...