Portfolio Development Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeePortfolios Full time $80,000 - $140,000

Job Title: Portfolio Manager

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We are seeking a skilled professional to oversee the management of existing client portfolios, drive growth through recurring business opportunities and foster strong relationships with clients.

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  • Maintain and develop an existing client base through exceptional customer service and proactive communication.">
  • Manage residential and commercial lending applications from initial inquiry through to settlement, ensuring timely and efficient completion.">
  • Utilize CRM platforms to monitor client interactions, track inquiries and progress applications, maintaining organization and productivity.">
  • Present tailored lending strategies and advice to clients, providing informed guidance and support.">
  • Nurture and grow networks of internal and external contacts, fostering collaborative relationships and referrals.">
  • Stay up-to-date with relevant regulatory and compliance legislation, addressing any issues that may arise.">
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Why Work With Us?

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We pride ourselves on creating a positive work environment where our professionals feel valued and supported. Our team is passionate about delivering exceptional results and making a meaningful impact.

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In our community:

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  • 82% of our professionals are proud to work for us">
  • 88% feel they can arrange time off from work when needed">
  • 93% feel their leader genuinely cares about their wellbeing and">
  • 84% feel someone in management has shown a genuine interest in my career aspirations">
  • 90% feel they are part of a team and that there's two-way open and honest communication">
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