Financial Services Professional
4 days ago
This senior-level position involves overseeing client relationships and driving business expansion within the Financial Services Group department. As a key member of our team, you will play a crucial role in shaping the strategy of our growing business unit and delivering exceptional results.
Key Responsibilities:
- Portfolio Management: Proactively manage a portfolio of Financial Institutions/Professions clients.
- Strategic Relationship Management: Maintain strategic relationships with insurance carrier partners in all key markets.
- Risk Transfer Solutions: Successfully negotiate risk transfer solutions based on individual client risk profile.
- Cross-Solution Line Approach: Deliver a client-centric approach to servicing clients.
- Business Development: Participate in business development opportunities, including policy wording health-checks.
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Financial Services Professional
3 weeks ago
Melbourne, Victoria, Australia Liberty Financial Group Full timeAbout Liberty Financial GroupWe are a leading non-bank lender in Australia, dedicated to providing free-thinking loans and exceptional experiences for our customers.Our vision is guided by FLAIR, our five core values that inform every aspect of our business:Fairness in all our interactionsA culture of continuous learningAccountability in everything we...
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Financial Services Professional
3 weeks ago
Melbourne, Victoria, Australia Liberty Financial Group Full timeAbout Liberty Financial GroupWe're a leading non-bank lender in Australia, providing free-thinking loans and helping over 500,000 people get financially stable.Our vision is to be the top finance group championing free thinking, guided by our values: Fairness, Learning, Accountability, Investment, and Resourcefulness. These core values inform everything we...
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Financial Services Representative
4 weeks ago
Melbourne, Victoria, Australia Liberty Financial Group Full timeAbout Liberty Financial GroupWe're passionate about empowering individuals with innovative loan solutions.As a top non-bank lender, we've been helping over 850,000 Australians achieve their financial dreams for years. Our team is a close-knit community that thrives on collaboration and support.The OpportunityWe're looking for enthusiastic finance...
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Financial Services Professional
4 weeks ago
Melbourne, Victoria, Australia BDO Australia Full timeAbout BDO AustraliaBDO Australia is a leading professional services firm with a strong presence in the Australian market. Our team of experts provides a wide range of advisory, audit, and accounting services to clients across various industries.As a Financial Services Professional in our Business Services team, you will be involved in working with a diverse...
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Financial Services Professional
2 months ago
Melbourne, Victoria, Australia Click and Connect Online Limited Full timeAbout the Role:At Independent Resourcing Consultancy Ltd, we are seeking a highly skilled Wealth Manager to join our team in Melbourne, Australia. The successful candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.Key Responsibilities:Develop and manage a...
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Senior Broker Support Specialist
1 month ago
Melbourne, Victoria, Australia Liberty Financial Group Full timeExciting Opportunity at Liberty Financial GroupWe are seeking a highly skilled and experienced Broker Support Specialist to join our team at Liberty Financial Group. As a key member of our organization, you will play a vital role in supporting our brokers and BDMs in their sales endeavors.About the RoleThe ideal candidate will have at least 2+ years of...
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Corporate Financial Services Professional
4 weeks ago
Melbourne, Victoria, Australia Benneaux Full timeBusiness Services Senior Role">An exciting opportunity has arisen for a highly motivated and experienced Financial Services Specialist to join our esteemed practice, Benneaux.">As a Senior Business Services Professional, you will play a pivotal role in delivering exceptional financial services to a diverse range of clients, including high-level corporate...
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Senior Financial Services Professional
3 weeks ago
Melbourne, Victoria, Australia ROC Consulting Full timeExciting Opportunity for a Senior Financial Services ProfessionalWe are seeking an experienced Senior Financial Services Professional to join our team in Richmond. This is a fantastic opportunity for someone who wants to take on a leadership role and contribute to the growth of our organization.About the Role:The successful candidate will be responsible for...
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Financial Service Professional
1 month ago
Melbourne, Victoria, Australia ANZ Full timeAbout ANZWe're a leading financial services institution shaping a world where people and communities thrive. Our mission is to improve the financial wellbeing and sustainability of our millions of customers.
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Financial Services Professional
3 weeks ago
Melbourne, Victoria, Australia ANZ Full timeAbout UsAt ANZ, we're driving a vision where people and communities thrive. Our mission is to improve the financial wellbeing and sustainability of our millions of customers.About the RoleYou'll be working with our Commercial Home and Investment Lending team as a Financial Services Professional, supporting customers in saving for, buying, and owning their...
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Senior Financial Services Professional
3 weeks ago
Melbourne, Victoria, Australia Pitcher Partners Australia Full timeWe're a leading network of independent Australian firms, working together to enable growth and ambition for our clients. And our people.At Pitcher Partners Australia, we foster an environment of openness where great ideas can come from anywhere. It's about trust, relationships, and creating surprising opportunities for our business. And your career.Pitcher...
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Financial Services Professional
3 weeks ago
Melbourne, Victoria, Australia Bendigo and Adelaide Bank Full timeAbout Bendigo and Adelaide BankWe are a leading bank in Australia, committed to helping our customers achieve their financial goals.Estimated Salary: $60,000 - $80,000 per annumAs a Financial Services Professional at our Wangaratta branch, you will be the face of our bank and play a critical role in delivering exceptional customer experiences.About YouYou...
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Financial Services Sales Professional
1 month ago
Melbourne, Victoria, Australia Jobs for Humanity Full timeJob Title Financial Services Sales ProfessionalCompany OverviewFIS, a leading fintech company, champions diversity and innovation to deliver world-leading solutions for our clients, colleagues, and communities. As a dedicated team member, you will contribute to growing the business of enterprise financial services companies.About the RoleThis role offers the...
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Business Finance Professional
1 month ago
Melbourne, Victoria, Australia Liberty Financial Group Full timeUnlock Your Career Potential at Liberty Financial GroupAbout Us:We are a leading non-bank lender in Australia, committed to providing innovative financial solutions that empower individuals and businesses to achieve their goals.We pride ourselves on our values-driven approach, which guides us to always be Fair, Learning, Accountable, Invested, and...
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Financial Freedom Advisor
4 weeks ago
Melbourne, Victoria, Australia Liberty Financial Group Full timeAbout Liberty Financial GroupWe are a dynamic and innovative financial services company dedicated to helping people achieve financial freedom.As the leading non-bank lender in Australia, we have been providing free-thinking loans for decades and have helped over 500,000 people get financially stable.We offer a broad range of flexible and custom products that...
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Senior Financial Services Professional
1 month ago
Melbourne, Victoria, Australia Benneaux Full timeSenior Financial Services ProfessionalAre you a skilled accountant looking for a challenging role in business services? We have an exciting opportunity for a Senior Financial Services Professional to join our team at Benneaux.The ideal candidate will have 4+ years of experience in business services or tax, with strong technical knowledge and excellent...
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Senior Financial Planning and Analysis Expert
3 weeks ago
Melbourne, Victoria, Australia Financial-Advisor Full timeJob DescriptionWe are seeking an experienced Senior Financial Planning and Analysis Expert to join our team at Financial-Advisor in Southbank. This is a fantastic opportunity for a skilled professional to oversee the compilation and accuracy of budgeting and forecasting processes, month end analysis, and monthly/weekly reporting and analysis.About the...
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Financial Services Professional
3 weeks ago
Melbourne, Victoria, Australia Click and Connect Online Limited Full timeWe are seeking an experienced Wealth Manager to join our dynamic team at Independent Resourcing Consultancy Ltd in Melbourne, Australia.Key Responsibilities:Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.Conduct comprehensive financial planning, including investment management,...
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Financial Services Professional
2 months ago
Melbourne, Victoria, Australia Bendigo and Adelaide Bank Full timeMake a Real ImpactBendigo Bank is seeking a highly skilled and customer-focused individual to join our team as a Customer Advisor. In this role, you will have the opportunity to make a real difference in the lives of our customers, helping them to achieve their financial goals and build lasting relationships with our community.About the RoleCritical...
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Senior Financial Services Professional
3 weeks ago
Melbourne, Victoria, Australia ROC Consulting Full timeOpportunity OverviewWe are seeking a skilled and experienced Senior Financial Services Professional to join our team at ROC Consulting, based in St Kilda.Competitive Salary PackageThe successful candidate will be rewarded with a highly competitive salary package that reflects their skills and experience. This is a rare hybrid role combining Business Services...