Financial Services Leader

3 days ago

Canberra, ACT, Australia beBeeClientDevelopment Full time $160,000 - $220,000
Director, Transaction Relationship Manager

This is an excellent opportunity to create a meaningful impact in the financial services industry.

You will play a critical role in maintaining strong relationships with key Institutional and Corporate clients.

  • Maintain a deep understanding of client needs and preferences.
  • Identify and pursue new business opportunities through relationship-building and strategic planning.
  • Develop and implement effective solutions to address client challenges and achieve business objectives.
The Role

Key Responsibilities:

  • Manage and maintain a senior portfolio of clients.
  • Collaborate with cross-functional teams to deliver exceptional client experiences.

You will have the opportunity to develop and execute strategic plans to enhance client relationships and drive business growth.

Requirements:

To be successful in this role, you will need to possess:

  • A strong understanding of clients' needs and preferences.
  • The ability to identify and pursue new business opportunities.
  • Excellent communication and interpersonal skills.

This is a permanent opportunity based in Canberra with a hybrid working model that includes three or more days in the office and the rest from home.

  • Strategic Financial Leader

    2 days ago

    Canberra, ACT, Australia beBeeFinancial Full time $195,000 - $243,000

    Job DescriptionAs a key member of our team, you will play a critical role in leading the financial strategy of the department to ensure long-term sustainability, agility and alignment with strategic priorities.You will provide authoritative financial advice to senior leaders, supporting evidence-based decision-making and strategic resource...

  • Associate Financial Adviser

    4 weeks ago

    Canberra, ACT, Australia Personal Choice Financial Advisors, LLC Full time

    - Privately owned mature boutique financial planning firm- 2 x Offices and 3 x Senior Financial Advisers- Direct Mentoring from a Senior ProfessionalThe position will suit aspiring Financial Advisers looking to take the step into a client facing role and will lead to completing a Professional Year after a settling period.The BusinessThe business specialises...

  • Strategic Financial Operations Leader

    1 day ago

    Canberra, ACT, Australia beBeeFinancial Full time $150,000 - $180,000

    Job Title: Strategic Financial Operations LeaderWe are seeking a highly skilled and experienced professional to join our team as a Strategic Financial Operations Leader. As a key member of our finance department, you will play a crucial role in driving business growth and improving financial performance.Key Responsibilities:Develop and implement effective...

  • Community Service Leader

    20 hours ago

    Canberra, ACT, Australia beBeeDirector Full time $120,000 - $170,000

    Leadership OpportunityThe Director of Community Services plays a pivotal role in shaping service delivery and driving innovation across multiple services.About Our OrganisationA leading provider of community services, we are committed to delivering impactful programs that support children, families, and older people.The RoleWe seek a visionary leader to join...

  • Financial Services Expert

    15 hours ago

    Canberra, ACT, Australia beBeeBusiness Full time $180,000 - $200,000

    Job SummaryWe are seeking a seasoned expert to spearhead our financial advisory services, driving business growth and success.Main Responsibilities:Detailed analysis and market research of the financial sector to identify key opportunities for expansion.Cultivation and development of high-value business relationships to fuel revenue growth in the financial...

  • Financial Services Associate

    3 days ago

    Canberra, ACT, Australia beBeeFinance Full time $60,000 - $120,000

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Associate to join our team. As a Financial Services Associate, you will play a key role in supporting our Advisers and clients. You will be responsible for providing technical and administrative support, placing buy/sell orders, managing funds product orders, and analyzing...

  • Strategic Financial Leader

    2 hours ago

    Canberra, ACT, Australia beBeeFinancial Full time $142,371 - $169,459

    Job Title: Strategic Financial AnalystAbout the Role:We are seeking a strategic financial analyst to join our team. The ideal candidate will have a strong background in financial management, commercial modelling and business analysis.You will partner with teams on budgeting, forecasting and market comparisons, as well as reviewing the total cost of ICT and...

  • Financial Services Specialist

    3 hours ago

    Canberra, ACT, Australia beBeeAccounting Full time $100,000 - $120,000

    Senior Accounting ProfessionalWe are seeking an accomplished Senior Accounting professional to play a key role in our accounting and financial planning services. As a core member of our team, you will be responsible for delivering high-quality financial services to business clients.About the RoleThe successful candidate will possess a strong background in...

  • Principal Consultant – Financial Advisory Services

    3 weeks ago

    Canberra, ACT, Australia Projects Assured Full time

    Principal Consultant – Financial Advisory ServicesProjects Assured is a Canberra-based consultancy delivering expertise to the market across Management Advisory, Capability Management, and Information Technology Services. We are trusted strategic advisors and proven delivery partners, with an excellent reputation for solving our clients' most challenging...

  • Financial Analyst Leader

    3 days ago

    Canberra, ACT, Australia beBeeAnalysis Full time $120,303 - $135,701

    Commercial Analysis LeadThis role involves leading commercial, financial analysis and negotiation of commercial outcomes to achieve value for money.Key Responsibilities:Develop and support negotiation of commercial outcomesBuild productive working relationships with project leads and customersDevelop commercial, costing and pricing strategies that achieve...