Client Portfolio Manager

About the RoleWe are seeking an experienced Client Portfolio Manager to join our team at Pointer Pty. As a key member of our business, you will be responsible for managing a portfolio of clients and driving their adoption of our products.Key Responsibilities:Client Engagement & Retention: Develop and implement tailored engagement strategies to nurture...

We are seeking an experienced Insurance Business Developer to join our National Team at Aon. As a key member of our team, you will be responsible for developing new and profitable business within the commercial services segment.The ideal candidate will have a strong background in insurance broking, with experience in growing and servicing client portfolios....

About the Role:We are seeking a skilled Facilities Manager to join our Client Team onsite and provide support with respect to the operation and maintenance of the allocated portfolio.This includes designated financial, technical, maintenance, procurement, asset and vendor management programs, as well as facilities administration duties in accordance with...

Client Portfolio Manager - Senior Business AdvisorAbout Our Accounting and Advisory Firm:We are a leading provider of accounting and advisory services in Melbourne, dedicated to delivering exceptional service and results.Our firm takes pride in its professional excellence, client-centric approach, and collaborative team culture.We are currently looking for...

Job DescriptionThe Assistant Portfolio Manager plays a vital role within Mercer Wealth Management Investment Solutions (WMIS), supporting the management of multi-asset portfolios.This position involves collaborating closely with the WMIS team, Sector Specialists, and external Portfolio Managers to ensure optimal portfolio performance and alignment with...

Company: MercerAssistant Portfolio ManagerRole Introduction:The Assistant Portfolio Manager plays a vital role within Mercer Wealth Management Investment Solutions (WMIS), supporting the management of multi-asset portfolios. This position involves collaborating closely with the WMIS team, Sector Specialists, and external Portfolio Managers to ensure optimal...

Job DescriptionHUB24 Group leads the wealth industry as a premier provider of integrated platform, technology and data solutions. Our company is known for its innovative approach and ambition.We empower our employees to bring their ideas and creativity to work, fostering a culture that supports team members to have a real impact on our business and the...

Key ResponsibilitiesCapture valuable business and cross-sell opportunities within acceptable risk appetite through deep client/industry understanding, underpinned by high quality analysis.Apply advanced credit/risk assessment skills and strong deal structuring capabilities to execute complex transactions jointly with Relationship Managers, Product Partners...

This is a Client Manager (Insurance) role with one of the leading companies in AU right now -- Aon -- with an amazing team. They are continuing to grow rapidly. This is the chance to join right as the takes off.More About the Role at Aon ## **Job Description** - Mange a defined Client portfolio (Insurance) - Growth and retention - Hybrid role - work from...

Job SummaryWe are seeking an experienced Insurance Portfolio Manager to join our team at Fuse Recruitment. The successful candidate will have a strong understanding of commercial and domestic insurance claims, including financial lines, professional indemnity, property, and liability.Key ResponsibilitiesManage a diverse portfolio of commercial claims across...

We are looking for a skilled Portfolio Management Specialist to join our dynamic team at NXTGIG. As a key member of our finance team, you will play a vital role in analyzing and monitoring investment portfolios for our superannuation clients.**Responsibilities Include:**Evaluating portfolio performance and identifying areas for improvementConducting market...

Aon is a leading global professional services firm providing risk, retirement, and health solutions. As a Client Manager at Aon, you will be responsible for delivering best-in-class service to a key portfolio of diverse clients.The role involves identifying opportunities for growth and designing appropriate servicing solutions. You will develop new and...

Job DescriptionYou will be responsible for the delivery of facilities services to operate and maintain a portfolio of buildings, including financial, technical, maintenance, procurement, asset and vendor management programs.This role involves engaging with stakeholders across the business to ensure service delivery expectations are met without introducing...

You will be joining a high performing collaborative team environmentPosition will be based in Melbourne or ParramattaFlexible working arrangements availableSales Team Leader (Allied and Complementary Health)We are seeking a Team Leader (Sales) to join our Allied and Complementary Health team, which specialises in the delivery of best-in-class risk management...

Role OverviewWe are seeking a skilled and experienced professional to manage our construction portfolio and deliver exceptional client service.The successful candidate will have a strong background in insurance and risk management, with excellent negotiation and relationship-building skills.

Key ResponsibilitiesThe Assistant Portfolio Manager is responsible for supporting the management of multi-asset portfolios, working closely with the WMIS team, and collaborating with external Portfolio Managers.Duties include:Collaborating with the WMIS Portfolio Managers to ensure optimal portfolio performance.Supporting daily management tasks, including...

Aon is in the business of better decisions. We shape decisions for the better to protect and enrich the lives of people around the world.As an organization, we are united through trust as one inclusive, diverse team. Our mission is to help our colleagues and clients succeed.We have a unique opportunity for a talented professional to join our team as an...

1 week ago Be among the first 25 applicantsThis range is provided by MARS Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$130,000.00/yr - A$140,000.00/yrPosition Summary:The Client Manager is responsible for managing a team of bookkeepers and overseeing a portfolio of...

The University is seeking an IT Portfolio Manager to lead high-impact projects within the ITS portfolio delivery. As a key member of the ITS leadership team, you will play a pivotal role in driving project execution, decision-making, and stakeholder engagement.Responsibilities:Develop and execute project plans, managing scope, budget, and...

Job DescriptionThis role is accountable for portfolio management, including store opening, lease renewals, and rent savings. The successful candidate will implement the Real Estate department strategy, ensuring continuous improvement of real estate processes.Key Responsibilities:Manage and implement a structured approach to Portfolio Management and Lease...