Client Portfolio Manager

2 weeks ago


Brisbane, Queensland, Australia beBeeClientPortfolio Full time $120,000 - $150,000
Job Title: Client Portfolio Manager

The successful candidate will manage a portfolio of high-net-worth clients, providing personalized financial solutions and building lasting relationships.


Role Description

As a key member of the Private Banking team, the client portfolio manager will be responsible for managing a portfolio of clients and supporting the delivery of their financial needs. The role will involve working collaboratively with the team to develop and share a portfolio of clients who engage in an entire banking solution.

Promoting our banking product suite to core clients, including conducting interviews to determine financial situation and objectives, discussing options for the client and developing tailored solutions is an important part of the role.

  • Manage relationships with clients leveraging internal resources to maximise client satisfaction and retention.
  • Work collaboratively within the team to develop and share a portfolio of clients who engage in an entire banking solution.

The ideal candidate will possess:

  • Demonstrated aptitude for Banking, Finance and Industry niches.
  • Understanding of credit, risk and security.
  • Understanding of contracts and documentation.
  • Energy, initiative and proactive approach to relationship management.


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