Portfolio Management Executive

2 days ago


North Mackay, Queensland, Australia beBeePortfolioManagement Full time $120,000 - $140,000

Job Opportunity: Portfolio Management Executive

This is a portfolio management opportunity where you will be responsible for developing and managing key banking customers and referral partners within our clients.

  • Identify new business opportunities, establish networks of internal and external contacts to aid achievement of income targets.
  • Assess the economic value and risk potential of new business.
  • Maintain and enhance the credit risk profile and profitability of the portfolio.
  • Implement sales campaigns and sell tailored bank products and services.
  • Develop professional excellence through performance management.
  • Implement annual business plans for allocated customer portfolios.

Key Requirements

  • Extensive experience as a retail/business banker.
  • 4+ years in business banking and/or credit assessment.
  • Detailed knowledge across NAB products and services.
  • An understanding of commercial practices, BFS products and services, with emphasis on sales, lending, credit assessment and control experience.

Becoming Inclusive

A diverse workplace benefits everyone. We strive to provide an inclusive environment where individuals can work effectively.



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