
Strategic Client Portfolio Manager
6 days ago
We are seeking experienced accountants to manage client portfolios and contribute to the development of junior staff.
A key focus area for these roles is providing high-quality compliance and advisory services, with a hybrid working model available for successful candidates.
Key Responsibilities:
- Prepare and review financial statements and income tax returns using cloud-based platforms.
- Manage client relationships, provide proactive advice, and mentor junior accountants.
- Liaise with authorities on client matters and identify opportunities to improve processes.
Requirements:
- 3-5+ years' experience in business services/tax within public practice.
- Strong technical tax and accounting skills, with CA/CPA qualification (or near completion).
- Excellent communication and relationship management abilities.
- Proactive mindset focused on delivering quality outcomes.
-
Client Portfolio Manager
1 week 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...
-
Client Portfolio Manager
1 week 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...
-
Senior Client Portfolio Manager
1 week ago
Brisbane, Queensland, Australia beBeeInstitutional Full time $150,000 - $200,000Associate Director, Institutional Property RoleAs a key member of the Institutional Property Group, you will play a pivotal role in driving high customer satisfaction and disciplined revenue growth.The position involves managing a diverse client portfolio across different sub-segments of the property market in QLD, with varying banking needs and styles. You...
-
Strategic Portfolio Manager
5 days ago
Brisbane, Queensland, Australia beBeeInvestment Full time $129,490 - $153,261About the RoleThis role plays a pivotal part in shaping the Strategic Portfolio Office and collaborating with various teams to deliver comprehensive eHealth portfolio investment management services.The ideal candidate will possess strategic direction-setting skills, leading the team to clearly articulate services, functions, and key activities aligned with...
-
Strategic Portfolio Manager
1 week ago
Brisbane, Queensland, Australia beBeePortfolio Full timeJob Description:We are seeking a highly skilled Strategic Portfolio Manager to lead the delivery of complex projects and programs. As a key member of our team, you will be responsible for setting up and managing project, program, and portfolio management processes to ensure successful outcomes.The successful candidate will have a strong track record of...
-
Strategic Client Manager
1 week ago
Brisbane, Queensland, Australia beBeeAccount Full time $90,000 - $120,000We are seeking an experienced Account Manager to join our team. This is a fantastic opportunity to work with a growing portfolio of clients, utilising your strategic mind and working closely with the Strategy & Creative Teams.Key ResponsibilitiesManage client expectations and delivery of projects from start to finish.Work collaboratively with the Strategy &...
-
Client Portfolio Manager
1 week 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...
-
Strategic Client Relationship Manager
1 week ago
Brisbane, Queensland, Australia beBeeClient Full time $150,000 - $200,000Key Responsibilities:As a Senior Client Portfolio Manager, you will be responsible for leading a diverse portfolio of commercial clients across various industries. This includes managing key stakeholder relationships and enhancing the client experience.You will identify development opportunities for designated portfolios and work closely with the Sales team...
-
Strategic Client Partner
2 weeks ago
Brisbane, Queensland, Australia beBeeEnterprise Full time $100,000 - $160,000Lead Enterprise GrowthAs a Senior Account Executive, you will cultivate strategic partnerships with our largest clients to drive portfolio growth and team development. This role requires the ability to own and grow a portfolio of enterprise relationships, lead complex initiatives, develop territory strategies, mentor team members, and partner with sales...
-
Strategic Portfolio Manager
1 week ago
Brisbane, Queensland, Australia beBeePortfolioManagement Full time $100,000 - $137,250Job OverviewSupport Strategic Portfolio ManagementWe're seeking a skilled professional to support the planning, prioritisation, and governance of enterprise-wide initiatives.Collaborate with stakeholders across functional areas to drive project management and associated governance activities that deliver high-quality outcomes.Support the implementation of...