Strategic Portfolio Manager

6 days ago

Sydney, New South Wales, Australia beBeeRelationship Full time $130,000 - $182,000

We are seeking an experienced Portfolio Manager to manage and maintain a senior portfolio of key Institutional and Corporate clients.

Key Responsibilities:
  • Partner with and manage a diverse portfolio of clients operating across various areas of focus for the Government of New South Wales.
  • Activate and execute strong Digital Reform and Transformation activities through disciplined pipeline management.
  • Identify new opportunities for clients and design and deliver innovative client-focused solutions and compelling presentations to improve operational and financial efficiency.
Requirements:
  • Seasoned Transactional Relationship Manager or established Transactional Banker with experience managing and meeting the needs of clients.
  • Confidence in developing long-term strategic sales plans to retain relationships.
  • Ability to analyse the existing strategy of your client to identify conversation points and product opportunities.
Preferred Skills:
  • Exceptional skills in negotiation and relationship management.
  • Advanced abilities in presentation, pitch creation, and solution mapping.
  • Familiarity with strict sales disciplines such as pipeline management, call reports, and sales plans.
  • Strong awareness of industry and economic trends and a keen interest and acumen in current events.
  • Transactional banking experience, ideally in sales, is highly advantageous.
About Us:

We are a collaborative team of passionate people with a shared ambition to make a difference for our customers, our communities, and each other. At Westpac, making a difference means creating impact, unlocking our own and each other's passions, and transforming success stories to create better futures together.

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