Portfolio Development Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeeRelationship Full time $150,000 - $190,000

About Us

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We're a truly unique group of challenger brands with a purpose - to provide a genuine alternative for customers and employees. Our family of brands 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.

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We foster a workspace that values and leverages difference and creates new possibilities, 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.

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Our vision is recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA).

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In 2023, we implemented an innovative Reconciliation Plan, driving positive change and promoting inclusivity across our Group.
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Our Culture

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We celebrate, value and include people of all backgrounds, gender and expressions, sexualities, cultures, bodies and abilities. When you join us, 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.

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If you're successful, it's a condition of employment that background screening is completed to ensure that we comply with our 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.

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How to Apply

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We're committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.

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We're looking for a Relationship Manager, managing an existing portfolio of health customers. The role involves originating, retaining and managing a portfolio of clients, driving direction and performance, and maintaining primary client relationships and customer satisfaction.

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You will be responsible for partnering with our dedicated portfolio Analyst, developing and maintaining ongoing, high-quality client relationships. You will also collaborate proactively with clients and their accountants, understanding their financial objectives and implementing plans to achieve these goals.

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What We Offer

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We offer 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), and access to employee network groups focused on First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers and accessibility.

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We're a member of Pride in Diversity and a participating organisation in the Australian Workplace Equality Index.

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