Financial Portfolio Manager

Job OverviewThis role is responsible for managing a portfolio with a strong focus on tax and business services. The key contact for clients will be supported by a team of accountants, a strong offshore team for compliance, and client service coordinators for administrative tasks.Manage client relationships across tax and business servicesReview compliance...

About the RoleManage and grow business customer portfolios.Support client queries and ensure timely responses.Work with senior relationship managers on administration and documentation.Extract and analyse financial reports to provide accurate assessments.Identify lending risks and maximise profit.Proactively identify and escalate risks and issues.

Job OverviewWe shape a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our customers.The RoleAs an Assistant Manager in Agribusiness, you will be responsible for managing a portfolio of customers, building specialist industry expertise and driving growth through acquisition.You will...

Work as a Roving Residential Manager with a leading aged care provider and focus on exciting projects.This is an excellent opportunity to provide support to homes and drive business growth. As a Roving Residential Manager, you will oversee a portfolio of Residential Facilities in South West QLD.The Benefits:Competitive salary packageNFP salary packaging...

About the RoleAs a portfolio manager, you will be working closely with a Relationship Manager to deliver exceptional customer service and drive business growth. Your primary responsibility will be to develop and maintain strong relationships with a portfolio of customers, providing tailored solutions to meet their financial needs.The ideal candidate will...

**Key responsibilities include**:- Analyse and review the extraction of financial statements (e.g. balance sheets, profit & loss statements, livestock trading and cropping schedules and cashflow budgets) to assist in determining the eligibility of applicants for a variety of loan schemes administered by QRIDA.- Proactively manage a portfolio of concessional...

We are seeking a key professional to join our team in Brisbane and Toowoomba.The ideal candidate will be responsible for delivering best-in-class risk management solutions for clients, providing exceptional service and working closely with their team members to implement strategies that focus on growth and retention of the team portfolio.Lead a diverse...

Job Description:This role involves leading a diverse portfolio of clients across various industries, with the primary goal of building relationships and enhancing the client experience.The ideal candidate will be responsible for identifying development opportunities within the designated portfolio and designing appropriate servicing solutions.Key...

Job OverviewThis is an excellent opportunity for a motivated and ambitious individual to take on the role of Business Development Manager for our insurance portfolio. The ideal candidate will have a proven track record in managing client relationships, achieving revenue targets, and providing exceptional customer service.About the RoleWe are seeking a highly...

Financial AdvisorWe are seeking a proactive and confident accounting professional to provide financial advice and support in an advisory and project-based environment.The ideal candidate will possess strong financial accounting, analysis, and reporting skills, with proven experience in project accounting and business partnering.About the RoleProvide...