Senior Portfolio Manager

7 days ago


Brisbane, Queensland, Australia beBeeCareer Full time $120,000 - $160,000

Key Responsibilities:

  • Proactively manage a multi-product portfolio of customer relationships to retain and develop existing and new customer relationships.
  • Support Corporate and Institutional clients with their working capital finance and international trade needs.
  • Enhance customer satisfaction through relationship management via a planned visitation program, proactive calling and identifying opportunities to improve services and provide customer efficiencies.

About the Role:

  • The role involves managing client activities on Trade & Working Capital facilities, mitigating risk in collaboration with internal stakeholders, and maintaining the overall customer relationship.
  • Seek new business opportunities for Trade & Working Capital by engaging with clients and their advisers, especially for key accounts.
  • Monitor Trade & Working Capital facilities to ensure the client's ongoing needs are met, approve annual reviews and increases, and drive the account management process for the portfolio.
  • Identify risks across the portfolio via client interactions and key risk triggers, and manage complex stakeholder relationships and provide coaching and support to colleagues.

Requirements:

  • Tertiary qualified with an understanding of International Trade rules and regulations, asset conversion cycles, accounting principles and conventions.
  • An energetic approach for business development and sales, with a focus on client relationships underpinned by a results-driven approach.
  • Prior experience in trade, invoice and receivables financing is highly regarded.

Benefits:

  • Join a leading transaction bank, voted #1 in industry surveys for Trade Services Advice and Operations Service.
  • Be part of a winning team that continues to evolve its market-leading offer.
  • Enjoy scaffolded growth with logical career paths for progression, trusted and enabled with a breadth of opportunities to strengthen your expertise, empowered to leverage your industry insights, accelerating your brand, and supported to balance your career and personal life through flexible working arrangements such as hybrid working and job sharing and competitive financial reward.

Work Environment:

  • Join a diverse and inclusive workplace that works better for everyone, intent on building a culture we can all be proud of, one based on trust and respect, an uplifting environment where everyone has a voice and can contribute to achieving our goals.


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