Portfolio Manager
1 week ago
The primary objective of this position is to manage and maintain a portfolio of clients, ensuring high levels of satisfaction and engagement.
You will be responsible for responding to client enquiries related to services, financial products, fees, and conditions.
This includes processing a wide range of payments including domestic, international, BPAY, and Direct Entry Files.
Required Skills and Qualifications- Ability to manage and nurture a portfolio of clients.
- Excellent communication and interpersonal skills.
- Strong problem-solving and analytical skills.
- Ability to work in a team environment.
We offer a unique suite of products designed to help our clients operate more effectively, efficiently, and securely.
Our solutions address growing cybersecurity challenges while ensuring robust compliance.
Domestic and global financial institutions rely on our corporate strength, commercial acumen, and deep expertise across debt markets, managed funds, and digital platforms.
Enjoy up to 6 weeks of leave and flexible work environment.
About the Role
In this role, you will be responsible for coordinating with internal teams to ensure the timely and accurate execution of client instructions.
Additionally, you will perform account reconciliations, manage high-volume, high-value transactions, facilitate account openings and closures, term deposits, and bank audit confirmations.
Contribute to identifying and mitigating operational risks.
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