
Portfolio Relationship Manager
2 weeks ago
About the Role:
- Foster relationships with clients and deliver exceptional service through a portfolio management approach.
- Develop a deep understanding of each client to ensure the firm is well placed for solutions and client service.
- Evaluate opportunities to streamline operations and enhance the client experience.
- Maintain compliance with regulations, internal policies, and governance frameworks.
- Lead a high-performing team, guiding and mentoring members through clear guidance and leadership.
- Collaborate closely with an offshore team and manage direct reports in Australia.
- Contribute to business development activities to grow the division and attract new clients.
Your Qualifications:
- Proven client relationship and stakeholder management skills.
- Leadership experience with the ability to mentor and guide a team.
- Excellent analytical and problem-solving skills.
- Able to work in a fast-paced environment and manage multiple priorities.
- In-depth knowledge of various asset types and financial markets.
Our Values:
We strive to create a positive impact on the lives of our clients and colleagues. Every individual who works with us is recognized for their unique strengths and given opportunities to progress in a way that fulfils their talents and aspirations.
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