Private Client Portfolio Manager

Aon, a leading global risk management and insurance brokerage firm, is seeking an experienced Insurance Portfolio Manager to join our Sydney-based Private Clients Team.As an Insurance Portfolio Manager, you will be responsible for delivering exceptional service to a key portfolio of high net worth individuals specialising in personal insurances. You will...

We are seeking a motivated and experienced professional to join our Private Clients Team in Sydney as a Business Development Manager.Job DescriptionThe Business Development Manager will be responsible for leading a diverse portfolio of private clients, managing key stakeholder relationships, and enhancing the client experience. This includes identifying...

OverviewAon is a leading global professional services firm delivering risk management solutions to clients worldwide. Our Private Clients team in Sydney is seeking an experienced Insurance Relationship Manager to lead a diverse portfolio of high net worth clients.

Australian Private Client Director OpportunityCalling all wealth advisors looking to focus on business development in a 100% wholesale client environment. As a Private Client Director with Fisher Investments Australasia, you will be responsible for acquiring high-net-worth wholesale clients.The Opportunity:Manage your business remotely from your home,...

Aon is seeking a skilled Insurance Portfolio Manager to lead a diverse portfolio of Private Clients in Sydney. As a key member of our Private Clients Team, you will be responsible for service delivery and managing key stakeholder relationships.Key Responsibilities:Lead a diverse portfolio of Private Clients;Manage key stakeholder relationships and enhance...

Job Description:This role is instrumental to our long-term growth ambitions in the High Net Worth Personal Insurances segment.Company OverviewAon specialises in the delivery of best-in-class risk management solutions and have an extensive presence across Australia, with representation in each State capital and an extensive regional branch network.SalaryThe...

We are seeking a motivated Client Manager to join our Private Clients Team based in Sydney.The Client Manager is responsible for service delivery for a key portfolio of Private Clients specialising in High Net Worth Personal Insurances.This role is instrumental to our long-term growth ambitions in this segment.Aon specialises in the delivery of best-in-class...

Role OverviewAon seeks a skilled Professional to manage a diverse portfolio of Private Clients specializing in High Net Worth Personal Lines. The ideal candidate will have a strong understanding of insurance products and exceptional client relationship management capabilities.Key ResponsibilitiesLead a portfolio of Private Clients and enhance their...

Aon seeks a skilled Senior Insurance Portfolio Manager to join their Private Clients Team based in Sydney.This role is instrumental to our long-term growth ambitions in the High Net Worth Personal Insurances segment. We specialise in delivering best-in-class risk management solutions and have an extensive presence across Australia.About the RoleLead a...

About the RoleFisher Investments Australasia PTY Ltd (FIA) has developed a specialized approach focused on high-net-worth clients. This role is an opportunity to use your finance experience to better the investment universe with a globally diverse privately held investment firm.Key ResponsibilitiesPartner with internal portfolio decision-makers, research...

Are you a customer-centric professional with excellent communication and problem-solving skills?We are seeking an experienced Client Portfolio Manager to join our team at HSI. As a key member of our sales team, you will be responsible for maintaining strong relationships with small- to medium-sized clients, supporting their experience with HSI products and...

Job SummaryA highly skilled Client Account Manager is required to manage a portfolio of clients for our client, focusing on building and maintaining effective relationships and delivering exceptional client service. This role is ideal for someone with 5+ years' experience in unit trust, managed funds, trustee, and client services.

OverviewGIC Private Limited is a leading global long-term investor, empowering individuals to push boundaries and pursue innovative ideas. We strive to inspire and make an impact through our PRIME Values: Prudence, Respect, Integrity, Merit, and Excellence.SalaryWe offer a competitive salary in the range of SGD 80,000 to SGD 120,000 per annum, commensurate...

About the RoleWe are seeking a highly skilled and experienced Senior Fintech Client Portfolio Manager to join our Financial Services Group (FSG) department in Sydney.Job Description:Key Responsibilities:Manage a portfolio of financial institutions, technology clients, and mid-market complex placements.Develop and execute strategic plans to grow the industry...

Aon is a global professional services firm that helps clients navigate a rapidly changing world.The estimated salary for this role in Sydney is around $120,000 - $180,000 per annum, depending on experience and qualifications.Job DescriptionThis exciting opportunity exists within our Financial Services Group (FSG) department, where you will play a key role in...

About Tiffany & Co.For nearly two centuries, Tiffany & Co. has been synonymous with excellence and refinement. Our commitment to quality and style has earned us a reputation as one of the world's most iconic luxury brands.Role OverviewWe are seeking an experienced Luxury Client Portfolio Manager to join our team. As a key member of our client services...

Job OverviewWe are seeking a highly skilled Client Services and Portfolio Management Specialist to join our team at DLL. As a key member of our Client Services department, you will play a critical role in ensuring the delivery of excellent customer experiences across various portfolios.

Job DescriptionAon is seeking a motivated Insurance Portfolio Specialist to join our Private Clients Team based in Sydney.About the RoleLead a diverse portfolio of Private Clients.Manage key stakeholder relationships and enhance the client experience.Identify development opportunities for your portfolio and design appropriate servicing solutions.Develop new...

MAYDAY Recruitment Group is seeking a seasoned professional to manage key multinational client accounts, drive portfolio growth, and deliver exceptional service.In this dynamic role, you'll oversee global programs, support business goals, and play a significant part in achieving new business targets and expanding the client base.The ideal candidate will have...

Role OverviewWe are seeking a motivated Insurance Portfolio Specialist to join our Private Clients Team based in Sydney.The Insurance Portfolio Specialist is responsible for service delivery for a key portfolio of Private Clients specialising in High Net Worth Personal Insurances. Ideally you will have both Personal & Commercial Lines experience. This role...