Portfolio Lead

17 hours ago

Melbourne, Victoria, Australia beBeeLeadership Full time $135,000 - $150,000
Business Leadership Opportunity

Take charge of your portfolio with a firm that trusts you to lead.

This mid-tier organization offers full support from senior leaders while giving you ownership of delivery.

  • Managing compliance work across trusts, companies and SMSFs
  • Leading advisory briefs including structuring, valuations and cash flow
  • Reviewing work and mentoring junior staff members
  • Building strong client relationships and handling strategic conversations
  • Participating in internal training, improvement and organizational growth

Required Skills: Excellent leadership skills, ability to manage multiple tasks, strong communication skills, expertise in financial services.

Benefits: Opportunities for career advancement, professional development, flexible work arrangements, and a collaborative work environment.

About This Role: As an Assistant Manager, you will be responsible for managing the day-to-day operations of the team, leading projects, and providing guidance to junior staff members. You will have the opportunity to develop your leadership skills, build strong relationships with clients, and contribute to the growth and success of the organization.

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