
Financial Portfolio Manager
1 week ago
As a key member of our team, you will play a vital role in assisting clients and their partners using our innovative platform.
Your primary responsibility will be to manage a loan portfolio, guiding customers through repayments and enquiries with care and clarity.
You will also provide resolution to inbound enquiries via phone, email, and online channels, communicating with borrowers via these same channels to proactively monitor and manage accounts, identifying high-risk cases for escalation.
Maintaining detailed and accurate records is crucial to ensure a clear, traceable journey for each applicant and borrower.
Key performance indicators include delivering outstanding service to clients and their partners, collaborating with internal teams to ensure processes are followed and a high level of service is maintained.
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Financial Portfolio Manager
5 days ago
Perth, Western Australia beBeeRelationship Full time $100,000 - $145,000This role involves managing diverse portfolios and ensuring clients' financial needs are met. Regular communication with clients, their families, health professionals, and other stakeholders is required to deliver optimal outcomes.Key Responsibilities:Manage a range of clients, collaborating with financial advisers to oversee investment...
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Financial Portfolio Manager
6 days ago
Perth, Western Australia beBeeInvestment Full time $120,000 - $180,000Job OverviewWe are seeking a seasoned investment professional to deliver exceptional financial solutions to clients.Presents and positions the investment proposition to clients across multiple asset classes, including fixed-income solutions, direct and managed equities, property, structured solutions, and alternatives.Educates and trains colleagues on...
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Financial Portfolio Manager
1 week ago
Perth, Western Australia beBeePortfolio Full time $90,000 - $120,000Job OpportunityAt our organization, we are seeking a skilled and analytical professional to support the management of our portfolio in Australia.Key responsibilities include ensuring the portfolio is managed consistently with our operational and strategic framework, managing credit-linked administrative tasks, generating financial and industry analysis, and...
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Financial Portfolio Manager
1 week ago
Perth, Western Australia beBeeClient Full time $130,000 - $170,000Expert Client ManagerWe are seeking a highly skilled and motivated Client Advisor to join our Premier Banking team.The successful candidate will be responsible for managing complex relationships with high net worth clients, providing personalized service, and identifying opportunities to grow their financial portfolios.
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Financial Portfolio Manager
1 week ago
Perth, Western Australia beBeeProperty Full time $150,000 - $175,000Senior Property AccountantLead financial reporting for a major property portfolio and drive business growth through strong relationships with internal teams and external stakeholders.Key ResponsibilitiesManage financial reporting for a portfolio of commercial properties, ensuring timely and accurate delivery of high-quality results.Coordinate budgeting,...
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Financial Portfolio Assistant
3 days ago
Perth, Western Australia beBeeFinancial Full time $60,000 - $90,000Job OverviewThe role of the Financial Portfolio Assistant is to provide high-level support to our team of financial experts.Key Responsibilities:Manage client relationships and respond to client inquiries in a timely and professional mannerPrepare detailed financial review documents for clients' investment portfolios and performanceLiaise with fund managers...
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Established Financial Portfolio Manager
3 days ago
Perth, Western Australia beBeeAdviser Full time $90,000 - $130,000Financial Adviser RoleWe are seeking a Financial Adviser to join our expanding team as part of a structured succession plan. The incoming adviser will take over a well-established client base, built over many years, and work closely with a retiring Principal Adviser during a six-month transition period.Key ResponsibilitiesManage relationships with existing...
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Corporate Financial Portfolio Manager
2 weeks ago
Perth, Western Australia beBeeFinance Full timeJob Title: Corporate Finance AnalystRole Description:This is a 6-month contract opportunity to contribute to our financial strategy and governance in a fast-paced environment.As a Corporate Finance Analyst, you will support our corporate finance portfolios across treasury, insurance, and governance of wholesale energy trading activities.You will maintain...
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Financial Portfolio Leader
3 days ago
Perth, Western Australia beBeeFinance Full time $115,000 - $139,000Strategic Financial Leadership RoleWe are seeking an experienced and proactive financial professional to provide strategic financial leadership for our Local Government Sector portfolio.This role is critical in delivering high-quality financial analysis, reporting, and management accounting support across a network of local council contracts throughout New...
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Portfolio Manager
7 days ago
Perth, Western Australia Datacom Full timeOur purposeHere at Datacom we connect people and technology in order to solve challenges, create opportunities and discover new possibilities for the communities we live in.About the RoleAs Portfolio Manager, you will be part of the Account Leadership Team for some of our Western Australia Accounts. You will manage the delivery of a collection of project...