Portfolio Manager

19 hours ago


Brisbane, Queensland, Australia beBeePortfolio Full time $80,000 - $120,000

Job Title: Portfolio Manager

We are seeking a skilled and experienced Portfolio Manager to join our team. As a key member of the Private Banking team, you will play a critical role in driving business growth and delivering exceptional client experiences.

Key Responsibilities:
  • Develop and maintain strong relationships with high net worth clients
  • Assess and understand clients' financial needs and goals
  • Provide tailored financial solutions and recommendations
  • Collaborate with internal teams to deliver exceptional client service

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build trust and rapport with clients. Strong analytical and problem-solving skills are essential in this role, as well as a deep understanding of financial products and services.

Benefits and Opportunities:

  • Opportunity to work with high net worth clients
  • Chance to develop and maintain strong professional relationships
  • Variety of tasks and responsibilities

Requirements:

  • Degree in finance or related field
  • Minimum 3 years experience in private banking or related field
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills

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