Financial Portfolio Leader

2 weeks ago

Sydney, New South Wales, Australia beBeeStrategic Full time $180,000 - $250,000
National Lead of Financial Institutions

As a senior leader, you will play a pivotal role in shaping the strategic direction of our financial institutions portfolio. Your expertise will drive growth, risk advisory, and broking services, ensuring consistent and high-quality performance across the board.

The successful candidate will be responsible for developing and embedding business strategies, identifying new opportunities, and leading tender responses and proposals. They will leverage our proprietary data and analytics to articulate competitive advantage and drive client acquisition.

  • Leverage Aon's platform to develop and execute cross-sell initiatives
  • Pursue new business opportunities and lead tender responses
  • Drive innovation by anticipating client needs and market dynamics

You will provide expert advice on insurance coverage, claims, emerging risks, and regulatory changes affecting financial and professional sectors. Maintaining strategic relationships with insurers and underwriters, you will stay abreast of market trends, capacity shifts, and product innovation.

  • Develop and maintain strong relationships with key stakeholders
  • Maintain industry knowledge and stay up-to-date with market trends

This role offers the opportunity to build trusted relationships across the business, fostering collaboration and alignment with our culture. You will lead a high-performing team through coaching, performance management, and career development planning.

  • Lead a high-performing team through coaching and development
  • Manage P&L and margin performance, ensuring alignment with financial goals and strategic targets

We offer a comprehensive benefits package, encouraging diversity and promoting work/life balance. Our continuous learning culture inspires and equips you to learn, share, and grow, helping you achieve your fullest potential.

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