Client Portfolio Specialist

11 hours ago

Perth, Western Australia beBeeRelationship Full time $80,000 - $150,000

About the Role

As a Relationship Executive, you will originate, retain and manage a portfolio of clients.

You will be responsible for a Health specialist portfolio, with the support of a dedicated analyst.

Key Responsibilities:

  • Promote our product offering to core clients to determine financial situation and objectives, discussing options for the client and developing tailored solutions
  • Meet and/or exceed individual margin and volume targets and performance objectives with a strong focus on book growth
  • Play a key role in driving the direction and performance including client acquisition, volume/margin, and primary client relationship and satisfaction
  • Partner with an Associate Relationship Manager to develop ongoing and quality client relationships
  • Manage relationships with clients leveraging and aligning internal resources to maximise client satisfaction and retention
  • Work with clients' accountants to understand financial objectives and help implementing plans to realise these objectives

Requirements

Previous experience in commercial lending, Tertiary education desirable, Small business experience desirable, Team player, Ability to meet KPI targets, Analytical skills.

What We Offer

We celebrate, value and include people of all backgrounds, gender and expressions, sexualities, cultures, bodies and abilities. When you join us, you are welcome to tell us the pronouns you use and please let us know any reasonable adjustments you may need during the interview process.

We provide flexible working arrangements, discounted financial products, salary sacrificing options, paid parental leave with no minimum, purchase annual leave, discounted private health insurance plan, employee assistance program (EAP), access to employee network groups focused on First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers and accessibility.

How to Proceed

If you are successful for a role with us, it is a condition of employment that background screening is completed to ensure we comply with our obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to: identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.

Job Reference

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