Client Portfolio Specialist

4 days ago


Melbourne, Victoria, Australia beBeeRelationship Full time $85,000 - $110,000

Job Overview

  • Client Portfolio Management:

As a key member of our team, you will be responsible for managing a diverse portfolio of client files with efficiency and expertise.

Key Responsibilities:

  • Manage a portfolio of 60-70 client files with ease and precision.
  • Oversee permit applications, including building permits and occupancy permits.
  • Coordinate contract appointments and deliver exceptional customer service.
  • Develop strong relationships with clients through regular communication and updates.
  • Solve problems promptly as the first point of contact for clients.

About Our Organisation

We partner with a respected home builder in Melbourne, renowned for their stylish architecturally designed homes across various sectors.

The organisation operates in multiple areas, including high-end custom homes valued between $600k-$3M and affordable turn-key investment homes.

Our success is attributed to our dynamic culture and commitment to industry leading professionals.



  • Melbourne, Victoria, Australia beBeeRelationship Full time $110,000 - $140,000

    Job Overview:As a seasoned Relationship Manager, you will be responsible for nurturing a portfolio of Small Business clients with a focus on growth and retention. Your primary objective is to deliver on the bank's purpose of Building a brighter future for all.Key Responsibilities:Proactively identify opportunities to assist clients in meeting their...


  • Melbourne, Victoria, Australia beBeePortfolio Full time $80,000 - $150,000

    Key responsibilities include:Delivering tailored financial solutions to manage client relationships.Collaborating with specialists to provide innovative solutions to clients.Maintaining close relationships with risk management to ensure efficient lending and relationship management processes.Building networks of internal and external contacts to drive new...


  • Melbourne, Victoria, Australia Janus Henderson Full time

    Why work for us?A career at Janus Henderson is more than a job, it's about investing in a brighter future together.Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business,...


  • Melbourne, Victoria, Australia beBeeclient Full time $100,000 - $150,000

    We are seeking an experienced business growth specialist to support our expansion by driving business development and relationship management initiatives, contributing to the growth and retention of a premium trading client portfolio.Key Responsibilities:Support the sales team in acquiring and managing high-value business and wholesale trading clientsBolster...


  • Melbourne, Victoria, Australia beBeeCareer Full time $120,000 - $150,000

    Construction Portfolio Manager Job OpportunityWe are seeking an experienced professional to manage a portfolio of construction-based clients and contribute to the success of our organization.Key Responsibilities:Managing a portfolio of construction-based clients with a focus on profitable growth.Establishing and maintaining effective relationships with...


  • Melbourne, Victoria, Australia beBeeClient Full time $90,000 - $120,000

    Relationship Development ManagerWe are seeking a skilled Relationship Development Manager to join our portfolio management team in Melbourne. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients, delivering exceptional service and ensuring their portfolio needs are met.Key...


  • Melbourne, Victoria, Australia beBeeClient Full time $70,000 - $100,000

    Job Overview:We are seeking an experienced and skilled professional to join our team in a key role that involves on-boarding clients, account opening, day-to-day administration, and maintenance of client portfolios.The ideal candidate will have strong interpersonal and client skills, with the ability to connect with others and provide effective and timely...


  • Melbourne, Victoria, Australia beBeeAccount Full time $125,000 - $130,000

    Key Account Manager Position OverviewWe are seeking a seasoned and accomplished Key Account Manager to manage a diverse portfolio of clients across NSW and VIC. The ideal candidate will be responsible for delivering tailored solutions, growing accounts, and ensuring customer satisfaction at every step.Main Responsibilities:BUILDING STRONG CLIENT...


  • Melbourne, Victoria, Australia beBeePortfolio Full time $120,000 - $140,000

    About the Role:As a Portfolio Management Specialist, you will be responsible for managing a portfolio of small business clients with a focus on growth and retention.You will proactively identify opportunities to assist clients in meeting their day-to-day financial needs and medium-term goals by gaining an in-depth understanding of their business and...


  • Melbourne, Victoria, Australia beBeeInsurance Full time $80,000 - $120,000

    Job OverviewAs a Senior Account Manager, you will play a key role in managing a diverse client portfolio and mentoring junior brokers. This is an opportunity to work with a national team and contribute to team success.About the PositionOur ideal candidate is an experienced insurance broker with a strong foundation in broking and client management. You will...