Client Portfolio Manager
5 days ago
We 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 relationships with our clients, reduce churn, and ensure continued customer success.
- Upsell & Lead Generation: Identify opportunities for upselling and cross-selling to existing clients, collaborating with the sales team to introduce additional solutions.
- Client Health Checks: Conduct regular health checks to assess client needs, provide training, and offer support to maximize product adoption and satisfaction.
- Customer Advocacy: Gather feedback from clients, build case studies, and advocate for their needs internally to improve product offerings.
Qualifications: We are looking for a candidate with previous experience in customer relationship management, account management, or sales. You should have strong problem-solving skills, excellent communication skills, and the ability to work collaboratively in a fast-paced environment.
Why Work with Us?We offer a competitive base salary, opportunities for growth and development, and a collaborative culture that values innovation and customer success.
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Client Portfolio Manager
2 days ago
Melbourne, Victoria, Australia Aon Hewitt Full timeJob DescriptionThe Client Manager is responsible for providing best-in-class service for a key portfolio of diverse clients and implement strategies which focus on growth and retention of the portfolio.This role is considered a key driver to our long-term growth ambitions in this segment and will work closely with leadership team to drive positive results in...
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Client Portfolio Manager
4 days ago
Melbourne, Victoria, Australia Aon Hewitt Full timeWe 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....
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Portfolio Manager
5 days ago
Melbourne, Victoria, Australia Jones Lang LaSalle Incorporated Full timeAbout 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...
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Client Portfolio Manager
5 days ago
Melbourne, Victoria, Australia WizeTalent Full timeClient 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...
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Portfolio Management Professional
31 minutes ago
Melbourne, Victoria, Australia Marsh & McLennan Companies Full timeJob 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...
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Assistant Portfolio Manager
3 hours ago
Melbourne, Victoria, Australia Marsh & McLennan Companies Full timeCompany: 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...
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Portfolio Manager
3 days ago
Melbourne, Victoria, Australia HUB24 Group Full timeJob 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...
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Client Manager
5 days ago
Melbourne, Victoria, Australia Aon Full timeThis 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...
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Insurance Portfolio Manager
11 hours ago
Melbourne, Victoria, Australia Fuse Recruitment Full timeJob 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...
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Portfolio Management Specialist
24 hours ago
Melbourne, Victoria, Australia NXTGIG Full timeWe 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...
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Senior Insurance Portfolio Manager
5 days ago
Melbourne, Victoria, Australia Aon Full timeAon 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...
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Portfolio Management Specialist
3 days ago
Melbourne, Victoria, Australia JLL Full timeJob 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...
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Client Manager
4 hours ago
Melbourne, Victoria, Australia Aon Full timeYou 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...
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Construction Portfolio Manager
5 days ago
Melbourne, Victoria, Australia Onepower Full timeRole 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.
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Assistant Portfolio Manager
31 minutes ago
Melbourne, Victoria, Australia Marsh & McLennan Companies Full timeKey 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...
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Insurance Portfolio Growth Manager
2 days ago
Melbourne, Victoria, Australia Aon Full timeAon 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...
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IT Portfolio Manager
24 hours ago
Melbourne, Victoria, Australia Salt Full timeThe 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...
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Portfolio Manager
4 days ago
Melbourne, Victoria, Australia adidas Full timeJob 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...
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Portfolio Management Assistant
2 days ago
Melbourne, Victoria, Australia The Vanguard Group Full timeAbout VanguardVanguard is a leading investment manager, dedicated to helping our clients achieve their long-term financial goals.We are seeking a Portfolio Management Assistant to join our team, responsible for supporting our Financial Solutions Advisors in delivering exceptional service to our clients.This role involves working closely with internal teams...
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Client Relationship Manager
2 days ago
Melbourne, Victoria, Australia Domain Full timeWe are always looking for talented individuals to build and drive relationships with our trusted network of Real Estate clients. As a Client Relationship Manager at Domain, you will be responsible for owning a portfolio of clients across the VIC region, driving revenue growth, and deepening customer relationships.You will work closely with our experienced...