Expert Client Portfolio Manager
2 days ago
This is an exciting role to join a close-knit team that enjoys collaborative working relationships in the office. As a Client Relationship Manager, you will be responsible for managing a portfolio of clients across various industries including Architecture, Engineering, Construction, Aviation and others.
The ideal candidate will have + 2 - 5 years' experience as a Business Development Representative or Account Manager, hold a Tier 1 Qualification, and possess a flexible approach to solution driven client consulting. A willingness & commitment to learn is also essential.
The role involves acting as the lead advisor to a client portfolio that relies on your expertise and guidance, with full support from senior management. You will also be responsible for liaising with internal stakeholders to identify, manage and execute new business opportunities, growing the existing portfolio organically through quality service delivery and referral network, and cultivating and managing key relationships with Underwriters and Insurers.
The company offers competitive compensation to reward staff for their contributions, flexible work arrangements, social culture and supportive leadership team, lots of collaborative working relationships and laughter, and ongoing training & mentoring with diverse career progression opportunities.
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Client Portfolio Manager
21 hours ago
Brisbane, Queensland, Australia beBeeClientPortfolio Full time $120,000 - $150,000Job Title: Client Portfolio ManagerThe successful candidate will manage a portfolio of high-net-worth clients, providing personalized financial solutions and building lasting relationships.Role DescriptionAs a key member of the Private Banking team, the client portfolio manager will be responsible for managing a portfolio of clients and supporting the...
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Client Portfolio Manager
2 days ago
Brisbane, Queensland, Australia beBeeInsuranceCareers Full time $120,000 - $170,000Portfolio Management ProfessionalAt Aon, we offer an exciting opportunity for a Portfolio Management Professional to join our team. This role will involve managing key stakeholder relationships and enhancing the client experience.Managing a portfolio of clients and delivering optimised outcomes for the clientDesigning appropriate servicing solutions and...
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Client Portfolio Manager
7 days ago
Brisbane, Queensland, Australia beBeeRisk Full time $100,000 - $140,000Job 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...
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Client Portfolio Manager
2 weeks ago
Brisbane, Queensland, Australia beBeeRelationship Full time $80,000 - $150,000Key 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...
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Client Portfolio Manager
1 week ago
Brisbane, Queensland, Australia beBeeRelationship Full time $90,000 - $120,000Key ResponsibilitiesThe 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...
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Client Portfolio Manager
2 days ago
Brisbane, Queensland, Australia beBeeClientPortfolioManager Full time $80,000 - $110,000Job Title: Client Portfolio ManagerWe are seeking a highly skilled and experienced professional to fill the position of Client Portfolio Manager. This role is responsible for setting up new clients, maintaining existing client relationships, and managing the administration of client portfolios.About the Role:The ideal candidate will have extensive knowledge...
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Expert Property Portfolio Manager
6 days ago
Brisbane, Queensland, Australia beBeeProperty Full time $120,000 - $160,000Unlock Your PotentialWe are seeking a highly skilled and experienced Senior Property Manager to join our dynamic team. As an integral part of our portfolio management team, you will be responsible for delivering exceptional results and exceeding client expectations.About the RoleThis is a challenging and rewarding opportunity for a proactive and...
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Client Portfolio Manager
7 days ago
Brisbane, Queensland, Australia beBeeRevenue Full time $80,000 - $85,000About 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.
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Portfolio Management Expert
2 weeks ago
Brisbane, Queensland, Australia beBeePortfolio Full time $100,000 - $140,000About the RoleWe are seeking a dynamic and experienced professional to support our Project Controls and Analysis team in delivering portfolio analysis, forecasting, reporting, and planning across multiple assets.You will play a key role in providing strategic project and portfolio management expertise, driving business value through effective cost control,...
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Portfolio Management Expert
1 day ago
Brisbane, Queensland, Australia beBeeTransformation Full time $140,000 - $170,000Job Overview:We are seeking a seasoned Portfolio Management Expert to lead our Portfolio Management Office. The successful candidate will have a strong background in program management, strategic governance, and business transformation.Main Responsibilities:Develop and implement fit-for-purpose frameworks, tools, templates, and capability uplift materials to...
