Client Portfolio Manager

Job Title: Client Portfolio ManagerThe successful candidate will manage a portfolio of high-net-worth clients, providing personalized financial solutions and building lasting relationships.Role DescriptionAs a key member of the Private Banking team, the client portfolio manager will be responsible for managing a portfolio of clients and supporting the...

Job Title: Client Portfolio ManagerWe are seeking a highly skilled and experienced professional to fill the position of Client Portfolio Manager. This role is responsible for setting up new clients, maintaining existing client relationships, and managing the administration of client portfolios.About the Role:The ideal candidate will have extensive knowledge...

About this RoleWe are seeking an experienced professional to manage a diverse portfolio of clients and drive sales growth.This role is focused on developing strong customer relationships, ensuring solutions are delivered on time and to a high standard.Key Responsibilities:Manage and grow a portfolio of customer accounts within the manufacturing...

Key Account Management OpportunityThis is an exciting role to join a close-knit team that enjoys collaborative working relationships in the office. As a Client Relationship Manager, you will be responsible for managing a portfolio of clients across various industries including Architecture, Engineering, Construction, Aviation and others.The ideal candidate...

Associate Director, Institutional Property RoleAs a key member of the Institutional Property Group, you will play a pivotal role in driving high customer satisfaction and disciplined revenue growth.The position involves managing a diverse client portfolio across different sub-segments of the property market in QLD, with varying banking needs and styles. You...

The primary function of this role is to oversee a portfolio of clients, identifying and addressing their risk management and insurance requirements.Key areas of responsibility include:Servicing clients by preparing relevant documentation and assisting with claims management.Managing client databases and liaising with underwriters.**Role...

Senior Business Services Accountant OpportunitiesWe are seeking experienced accountants to manage client portfolios and contribute to the development of junior staff.A key focus area for these roles is providing high-quality compliance and advisory services, with a hybrid working model available for successful candidates.Key Responsibilities:Prepare and...

Key Account Manager OpportunityWe are seeking an experienced Key Account Manager to join our team. In this role, you will be responsible for managing a portfolio of key clients, ensuring their needs are met and building strong relationships.Daily Activities:Conducting face-to-face client visits to understand their needs and build rapport.Assisting with...

As a Senior Manager/Director, you will play a pivotal role in leading the team and managing a high-profile client portfolio. You will drive business development efforts and provide tailored solutions to clients across various sectors.Key Responsibilities:Drive business growth by building strong relationships with clients and identifying new market...

Key Account Growth ProfessionalWe are seeking an experienced professional to manage and grow a profitable portfolio of clients.As a Key Account Growth Professional, you will be responsible for:* Servicing and growing a profitable portfolio of clients* Negotiating and processing new business, renewals, and endorsements* Delivering exceptional customer service...