Financial Portfolio Manager

5 days ago

Adelaide, South Australia beBeeFinancialPortfolio Full time $90,000 - $120,000

Nurturing and growing a business is a responsibility that requires trust, dedication and resilience. We have been supporting Australian agriculture for over 180 years.

About the role

We are seeking an experienced Financial Portfolio Manager to join our team on a permanent full-time basis.

As a Financial Portfolio Manager, your key responsibilities will include:

Credit Management:

  • Maintaining financial accounts within a designated client portfolio
  • Identifying financial risks and minimising exposure to bad debts in accordance with company policies

Reporting and Analysis:

  • Preparing submissions, coordinating approvals and assessing credit worthiness
  • Monitoring and actioning daily reporting

Relationship Building:

  • Becoming a trusted partner across a portfolio of clients
  • Working with teams to manage and collect overdue accounts

About you

To succeed in this role, you will need:

Skill and Experience:

  • Advanced proficiency using Microsoft Office Suite
  • Strong analytical and problem-solving skills

Prioritisation and Time Management:

  • Ability to remain task-focused and prioritise under pressure

Teamwork and Communication:

  • Excellent communication and interpersonal skills

Benefits

This role offers excellent opportunities for career development and growth, as well as a competitive remuneration package.

Others

Please note that this is a permanent full-time position. If you are a motivated and results-driven individual who is passionate about finance, we encourage you to apply.

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