Portfolio Growth Specialist

4 days ago

Perth, Western Australia beBeeBusinessDevelopment Full time $80,000 - $145,000

Job Summary:

We are seeking a key member of our Corporate Coverage Group to provide support to senior bankers in day-to-day account management and transaction execution for strategic clients.

Key Responsibilities:

  • Supports bankers in client management and deal execution by assisting with daily tasks, executing major transactions, and coordinating with clients and business lines.
  • Coordinates with Business Lines and external parties to execute major transactions and maintain client relationships.
  • Monitors client profitability and provides general administrative support, including maintenance of marketing KPI data.

Contribution:

  • Contributes to increasing cross-sell ratio on the portfolio by coordinating client-facing activities and joint marketing calls with business lines.
  • Supports Senior Banker in client marketing, origination, and execution to achieve client revenue growth.
  • Develops skill sets where appropriate and coordinates preparation of Client Action Plans and budgets.
  • Contributes to risk-aware entrepreneurship across portfolios and presents to credit committees when necessary.

Technical & Behavioral Competencies:

  • Technical skills: familiarity with legal documentation, deep understanding of products and services underpinning client relationships.
  • Operates with high ethical standards, ensures accuracy, and implements processes to ensure quality of output.
  • Attention to detail: ensures accuracy and implements processes to ensure quality of output.
  • Professionalism: maintains high personal standards in all areas of work.
  • Commercial Focus: demonstrates awareness of the wider business market and drives actions that lead to profitability.
  • Communication and Presentation: expresses ideas effectively in individual and group situations.
  • Strong customer focus: passionate about delivering best service to clients.
  • Planning & Execution: establishes courses of action for self and others to ensure work is completed efficiently.
  • Resilience: continues to work effectively in uncertain or ambiguous situations.
  • Team Orientation: works with the team and broader organisation towards shared goals.

Qualifications:

  • Tertiary degree qualified in finance, accounting, commerce, law, and/or engineering.
  • Postgraduate business qualification desirable.
  • Previous experience in similar roles within the Energy, Infrastructure, and Resources sectors desirable.

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