Portfolio Manager

3 days ago


Melbourne, Victoria, Australia beBeeAccountManagement Full time $80,000 - $120,000

We are seeking a seasoned portfolio manager to join our team. This role is remote/hybrid, with requirements to visit clients across the western VIC region at various times of the year.

Main Responsibilities
  • Grow and manage client portfolios of varying sizes and strategic goals.
  • Develop and maintain strong relationships by understanding client needs and proactively responding as a primary point of contact.
  • Provide timely and accurate advice on a range of insurance and mutual products.
  • IDentify opportunities for portfolio growth and design appropriate servicing solutions.
  • Achieve renewal and new business targets for both mutual and insurance products.

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