Client Portfolio Manager

Key Account Manager OpportunityA reputable brokerage is seeking an experienced account manager to oversee a diverse portfolio of SME and commercial clients.The ideal candidate will possess a solid understanding of SME and commercial general insurance, as well as excellent communication and relationship-building skills.Responsibilities include managing client...

Unlock your leadership potential as a Senior Account Manager, overseeing a portfolio of high-value clients and mentoring a team of professionals.Key ResponsibilitiesManage a key portfolio of mid-market commercial clientsBuild strong, enduring relationships with clients in the $50–100M turnover rangeProvide strategic broking advice and deliver exceptional...

About the RoleThe Private Banking team is seeking a skilled professional to manage a portfolio of high-net-worth clients and deliver tailored financial solutions.This role involves collaborating with a dedicated Analyst to expand client relationships and provide personalized service.Develop and share client portfolios that drive entire banking...

Job OpportunityWe are seeking a skilled and experienced Property Manager to manage a well-established portfolio with the backing of a high-performing team.This full-time role offers the opportunity to oversee routine and leasing activities, build trust and deliver exceptional service to clients, prepare detailed condition reports, coordinate maintenance...

Are you an experienced property professional seeking a new challenge in Queensland?About the RoleThis is an exceptional opportunity to manage a capped portfolio in a low-stress environment, providing quality service and stock to clients.Key ResponsibilitiesProvide outstanding customer service with attention to detailDevelop and maintain strong legislation...

As a seasoned insurance professional, you have the unique opportunity to take ownership of your portfolio and drive growth within our well-established brokerage.The role requires managing and expanding a diverse portfolio of SME and commercial clients, providing tailored insurance solutions and risk management advice, collaborating with underwriters to...

Portfolio LeadThis is a senior-level operations and portfolio management role that oversees internal operational processes and ensures consistency across the team.The Role:Support junior managers in developing their skills and expertise.Structure portfolios to match skill levels and client needs.Act as a point of escalation for complex matters without...

Client Portfolio Manager OpportunityThis role offers a competitive remuneration package and the chance to develop your career with a top 100 accounting firm.Growth Opportunities: Develop your skills and experience in tax business services.Flexible Work Arrangements: Achieve work-life balance through our supportive culture.Mentorship: Receive guidance and...

We are seeking an accomplished Portfolio Manager to oversee a collection of high-value clients across Self-Managed Super Funds (SMSFs), Trusts, Companies, and Property Investments.About the RoleAs a Portfolio Manager, you will work closely with Partners to review complex projects, mentor junior staff, and provide strategic advice to help clients expand and...

As a seasoned investment professional, you will play a pivotal role in managing fixed income portfolios for our discerning clients.Key ResponsibilitiesWork closely with senior portfolio managers to establish new management agreements that meet client objectives.Reconcile client positions and cash balances with custodian records to ensure seamless...