Portfolio Relationship Developer

1 week ago

Brisbane, Queensland, Australia beBeeClient Full time $110,000 - $140,000

About This Role

An accomplished Client Portfolio Manager is required to oversee a portfolio of health customers.

The role involves originating, retaining and managing clients, driving the direction and performance of the portfolio, client acquisition, volume/margin targets, and maintaining primary client relationships and customer satisfaction.

The successful candidate will partner with a dedicated portfolio Analyst to develop and maintain ongoing, high-quality client relationships.

Strong relationship management skills are essential to build long-lasting relationships with clients.

Excellent problem-solving abilities are required to provide tailored solutions to customers' financial needs.

Commercial acumen and an unrelenting customer focus are also essential for success in this position.

Benefits

We offer a comprehensive benefits package designed to enhance your well-being, provide financial security, and foster a sense of community and inclusion.

Benefits include flexible working arrangements, discounted financial products, salary sacrificing options, paid parental leave, and access to employee network groups.

Our Approach

We value and leverage difference, creating new possibilities and promoting inclusivity across the organisation.

Since our commitment to equality began, we have been recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency.

Our inclusive vision is to create a workplace that values and promotes diversity, equity, and inclusion.

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