Client Portfolio Strategist

2 weeks ago

Melbourne, Victoria, Australia beBeePortfolio Full time $80,000 - $150,000

Key responsibilities include:

  • Delivering tailored financial solutions to manage client relationships.
  • Collaborating with specialists to provide innovative solutions to clients.
  • Maintaining close relationships with risk management to ensure efficient lending and relationship management processes.
  • Building networks of internal and external contacts to drive new business origination and competitive intelligence gathering.

To be successful in this role, you should have a proven track record of managing client portfolios, demonstrated knowledge of bank products and financial services, and numerical and analytical ability with accuracy. Additionally, tertiary qualifications in commerce or a related field, and experience in sales or relationship management in business banking or corporate banking are highly valued.

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