High-Growth Financial Expert

2 weeks ago

Melbourne, Victoria, Australia beBeeFinancial Full time $250,000 - $320,000
Job Title: Senior Portfolio Manager

We are seeking a highly skilled and experienced Senior Portfolio Manager to join our team. As a key member of our organization, you will be responsible for managing a portfolio of corporate clients, executing a range of different products, including FX hedging, lending, payments and cash management.

In this role, you will work closely with our sales team to assist in business origination, understanding clients' business environments, strategies, and industry to provide the best solution for their situation using our large product suite.

You will also be responsible for delivering on dealer-specific KPIs, including repeat and new business revenues, reducing client churn, upselling cross-selling multiple relevant products and increasing wallet-share.

The ideal candidate will have excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients.

Key Responsibilities:

  • Manage a portfolio of corporate clients, executing a range of different products.
  • Collaborate with the sales team to assist in business origination.
  • Deliver on dealer-specific KPIs.
  • Build and maintain strong client relationships.
  • Originate new business via networking with existing clients.

Requirements:

  • Bachelor's degree in a related field.
  • 5+ years of experience in a similar role.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment.

What We Offer:

  • A competitive salary and bonus structure.
  • Opportunities for career advancement.
  • A dynamic and supportive work environment.

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