SMSF Portfolio Manager

1 day ago


Perth, Western Australia beBeePortfolio Full time $110,000 - $150,000
Senior SMSF Portfolio Manager

This is a senior position responsible for managing all aspects of self-managed super funds.

Key Responsibilities:
  • Manage and administer SMSF portfolios
  • Stay up-to-date on new superannuation changes and regulations
  • Collaborate with clients to understand their financial goals
  • Lead a team of experienced staff members
Requirements:
  • 8+ years' experience in SMSF management or a related field
  • Excellent leadership and communication skills
  • Strong analytical and problem-solving abilities
What We Offer:
  • Flexible working hours (core hours: 10am - 3pm)
  • Standard week: 36.5 hours

This is an excellent opportunity for someone looking to advance their career in the SMSF space.

The ideal candidate will have a deep understanding of SMSF accounting and be able to provide expert advice to clients.

As a senior portfolio manager, you will be responsible for overseeing the entire SMSF portfolio management process, from initial client consultations to ongoing portfolio administration.

You will work closely with our team of experienced professionals to ensure that clients receive the highest level of service and support.



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