Client Portfolio Manager

2 days ago

Brisbane, Queensland, Australia beBeeRelationship Full time $90,000 - $120,000
Key Responsibilities

The team is seeking a Relationship Manager to oversee a portfolio of clients and cater to their financial needs.

  • Develop and share a portfolio of high-value clients who engage in an entire banking solution.
  • Promote our comprehensive banking product suite to core clients, including conducting in-depth interviews to assess their financial situation and objectives, discussing tailored options and developing bespoke solutions.
  • Manage relationships with clients by leveraging internal resources to maximize client satisfaction and retention.
About You

To succeed in this role, we are looking for a strong candidate with:

  • Demonstrated expertise in Banking, Finance and Industry niches.
  • A solid understanding of credit, risk, and security principles.
  • Familiarity with contracts and documentation best practices.
  • Energy, initiative, and a proactive approach to sales and relationship management.

  • Client Portfolio Manager

    17 hours ago

    Brisbane, Queensland, Australia beBeeRisk Full time $100,000 - $140,000

    Job Title: Account ManagerAs a seasoned risk and insurance professional, you will have the opportunity to oversee a diverse portfolio of clients, guiding them through their risk management and risk transfer needs.Your Role:In this pivotal position, you will be responsible for managing an existing portfolio of mid-market and corporate accounts, negotiating...

  • Client Portfolio Manager

    5 days ago

    Brisbane, Queensland, Australia beBeeRelationship Full time $80,000 - $150,000

    Key ResponsibilitiesThe Private Banking team are seeking a Relationship Executive to manage a portfolio of clients and support the delivery of their financial needs.This role will involve:Developing and sharing a portfolio of clients who engage in an entire banking solution.Promoting our banking product suite to core clients, including conducting interviews...

  • Client Portfolio Manager

    11 hours ago

    Brisbane, Queensland, Australia beBeeRevenue Full time $80,000 - $85,000

    About Account ManagerThis is an exciting opportunity to drive revenue growth from a diverse portfolio of clients. As an Account Manager, you will play a key role in building and maintaining strong relationships with our clients, providing them with tailored solutions to meet their business needs.

  • Senior Client Portfolio Manager

    6 days ago

    Brisbane, Queensland, Australia beBeeAccount Full time

    Key Account Manager OpportunityA reputable brokerage is seeking an experienced account manager to oversee a diverse portfolio of SME and commercial clients.The ideal candidate will possess a solid understanding of SME and commercial general insurance, as well as excellent communication and relationship-building skills.Responsibilities include managing client...

  • Senior Client Portfolio Manager

    4 days ago

    Brisbane, Queensland, Australia beBeeAccount Full time $100,000 - $170,000

    Job Title: Digital Account ManagerWe are seeking a seasoned Digital Account Manager to take over a well-established portfolio of long-term clients, with a strong presence in the education sector.This is a full-time position based in our brand new office or home office that offers an exceptional work environment.You will be taking over a key book of business...

  • Portfolio Manager

    3 days ago

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

    Job SummaryWe are seeking a Relationship Executive to join our team in Brisbane. The role will involve managing a portfolio of clients and supporting the delivery of their financial needs.The successful candidate will have excellent communication and interpersonal skills, as well as the ability to build strong relationships with clients.Key...

  • Senior Client Portfolio Leader

    4 days ago

    Brisbane, Queensland, Australia beBeeLeadership Full time $150,000

    Unlock your leadership potential as a Senior Account Manager, overseeing a portfolio of high-value clients and mentoring a team of professionals.Key ResponsibilitiesManage a key portfolio of mid-market commercial clientsBuild strong, enduring relationships with clients in the $50–100M turnover rangeProvide strategic broking advice and deliver exceptional...

  • High Value Client Portfolio Manager

    15 hours ago

    Brisbane, Queensland, Australia beBeeSpecialist Full time $100,000 - $130,000

    We are seeking a seasoned SMSF Specialist to manage a portfolio of high-value clients across Self-Managed Super Funds (SMSFs), Trusts, Companies, and Property Investments.About the RoleReview complex work, mentor junior staff, and provide strategic advice to help clients grow and protect their wealth.The ideal candidate will thrive in a client-facing,...

  • High Net Worth Client Portfolio Manager

    4 days ago

    Brisbane, Queensland, Australia beBeeRelationship Full time $90,000 - $120,000

    About the RoleThe Private Banking team is seeking a skilled professional to manage a portfolio of high-net-worth clients and deliver tailored financial solutions.This role involves collaborating with a dedicated Analyst to expand client relationships and provide personalized service.Develop and share client portfolios that drive entire banking...

  • Portfolio Manager

    1 day ago

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

    Job Title: Portfolio ManagerWe 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 clientsAssess and...