Portfolio Manager

15 hours ago


Melbourne, Victoria, Australia beBeePortfolio Full time $120,000 - $160,000
Portfolio Management Executive Role

We are seeking a highly skilled Portfolio Management Executive to join our organization in VIC/TAS. As a key member of our business, you will be responsible for managing a portfolio of small business clients with a focus on growth and retention.

About the Job:
  • Manage a portfolio of small business clients to achieve growth and retention objectives.
  • Proactively identify opportunities to assist clients in meeting their day-to-day financial needs and medium-term goals.
  • Engage with clients during facility documentation and onboarding to ensure timely transaction delivery.
  • Collaborate with specialists to deliver tailored financial solutions to clients.
  • Maintain a close relationship with Risk Management to optimize lending and relationship management processes.
  • Build a network of local contacts to support new business origination and competitive intelligence gathering.
Key Responsibilities:
  • Extensive experience in client portfolio management with proven business originations outcomes.
  • Demonstrated knowledge of bank products and financial services.
  • Experience in sales or relationship management roles in Business Banking or Corporate banking is desirable.
  • Numerical / analytical ability and accuracy.
  • Tertiary qualifications in commerce, business, or related fields are desirable.

  • Portfolio Manager

    1 day ago


    Melbourne, Victoria, Australia ClearCompany Full time

    Key Duties of the PositionThe responsibilities of the role include but are not limited to:Plan and manage the delivery of a portfolio of work, including assigned projects, under a PRINCE2-based framework utilizing Agile, ITIL, and ADKAR methodologies, aligned with the Enterprise Portfolio Management Framework, Bureau Delivery Framework, and ICT Delivery...

  • Portfolio Manager

    11 hours ago


    Melbourne, Victoria, Australia Dh (Australia) Pty Limited Full time

    Portfolio Manager - Diagnostic Imaging IT (DIIT) page is loaded Portfolio Manager - Diagnostic Imaging IT (DIIT) Apply locations AUS - Melbourne time type Full time posted on Posted 5 Days Ago time left to apply End Date: September 21, 2025 (24 days left to apply) job requisition id JR107299Do you want a job with a purpose?And do you want to make healthcare...

  • Manager, Portfolio

    11 hours ago


    Melbourne, Victoria, Australia National Australia Bank Full time

    Join the Term Deposits & Savings Product Team as a Portfolio Manager and be at the forefront of enabling the Business and Private Banking strategy.Represent an enormous opportunity for stable deposit growth, with a highly visible 3-year transformation roadmap to deliver significant uplift to the customer experience.Carry oversight of the entire Term Deposits...

  • Portfolio Manager

    5 hours ago


    Melbourne, Victoria, Australia beBeeProduct Full time $150,000 - $170,000

    Senior Product LeadIn this pivotal role, you will oversee the performance and development of commercial packages portfolios.Key Responsibilities:Drive initiatives across the product lifecycle, including design, development, enhancements, and maintenance.Evaluate complex underwriting referrals to ensure alignment with risk appetite and authority...

  • Manager, Portfolio

    11 hours ago


    Melbourne, Victoria, Australia National Australia Bank Full time

    Join the Term Deposits & Savings Product Team as a Portfolio Manager and be at the forefront of enabling the Business and Private Banking strategy.Represent an enormous opportunity for stable deposit growth, with a highly visible 3-year transformation roadmap to deliver significant uplift to the customer experience.Carry oversight of the entire Term Deposits...

  • Portfolio Manager

    4 weeks ago


    Melbourne, Victoria, Australia Toll Group Full time

    Join to apply for the Portfolio Manager - Customer role at Toll Group Join to apply for the Portfolio Manager - Customer role at Toll Group Get AI-powered advice on this job and more exclusive features.About Toll GroupAt Toll, we do more than just logistics - we move the businesses that move the world.Our 16,000 team members can help solve any logistics,...

  • Portfolio Manager

    2 weeks ago


    Melbourne, Victoria, Australia Enola Capital Full time

    1 week ago Be among the first 25 applicants At Enola Capital, we are dedicated to delivering superior investment performance through innovative strategies and data-driven decision-making.As a leader in the investment management industry, we manage diverse portfolios across all asset classes, ensuring consistent growth and superior returns.As such, we are...

  • Portfolio Manager

    5 days ago


    Melbourne, Victoria, Australia HESTA Super Fund Full time $120,000 - $180,000 per year

    Careers with ImpactMore than one million Australians trust HESTA with their money. HESTA is a top-performing industry super fund working for real-world impact. We use our expertise and influence to deliver strong long-term returns while accelerating our contribution to a more sustainable world.HESTA is also an inspiring and rewarding place to work. That's...

  • Portfolio Manager

    2 weeks ago


    Melbourne, Victoria, Australia Toll Group Full time

    Join to apply for the Portfolio Manager - Customer role at Toll Group Join to apply for the Portfolio Manager - Customer role at Toll Group Get AI-powered advice on this job and more exclusive features.About Toll Group At Toll, we do more than just logistics - we move the businesses that move the world.Our 16,000 team members can help solve any logistics,...

  • Portfolio Manager

    4 weeks ago


    Melbourne, Victoria, Australia Aboriginal Health Council Of Western Australia Full time

    About Toll Group At Toll, we do more than just logistics - we move the businesses that move the world.Our 16,000 team members can help solve any logistics, transport, or supply chain challenge – big or small.We have been supporting our customers for more than 130 years.Today, we support more than 20,000 customers worldwide with 500 sites in 27 markets,...