Strategic Portfolio Executive

1 week ago

Sydney, New South Wales, Australia beBeePortfolio Full time $80,000 - $130,000

As a key member of our team, you will be responsible for managing client portfolios and executing various financial products. This includes FX hedging, lending, payments, and cash management. You will collaborate with sales teams to understand clients' business environments and provide tailored solutions.

About the Role
  • Manage client relationships through regular meetings, presentations, and updates.
  • Collaborate with cross-functional teams to develop and implement portfolio strategies.
  • Analyze market trends and make informed decisions to optimize client outcomes.
Requirements
  • Proven experience in financial services, preferably in sales or relationship management roles.
  • Familiarity with regulatory requirements and compliance standards.
  • Strong analytical and communication skills.
Why Join Us?

We offer a dynamic work environment with opportunities for growth and development. Our team is dedicated to delivering exceptional results and making a positive impact on our clients' businesses.

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