Customer Portfolio Manager

5 days ago

Sydney, New South Wales, Australia beBeePortfolio Full time $100,000 - $150,000
Customer Portfolio Manager

We are seeking a commercially savvy Customer Portfolio Manager to join our Sydney team. In this role, you will take full ownership of a customer portfolio and drive growth through the acquisition and retention of profitable business clients across diversified industries.

You will engage with customers, advisors, and influencers to deepen relationships and elevate our brand presence. With a strong understanding of credit structuring, you will deliver tailored lending solutions aligned with our policies and appetite. Additionally, you will coach and support a dedicated Corporate Analyst, ensuring seamless service delivery and portfolio success.

This is an exciting opportunity for a relationship banker with a strong track record in business lending and portfolio growth. You must be confident working independently, comfortable navigating ambiguity, and thrive on building something from scratch.

Key Responsibilities:
  • Develop and execute strategies to acquire and retain profitable business clients
  • Engage with customers, advisors, and influencers to deepen relationships and elevate our brand presence
  • Deliver tailored lending solutions aligned with our policies and appetite
  • Couch and support a dedicated Corporate Analyst

Required Skills and Qualifications:

  • Strong commercial acumen and experience in business lending
  • Excellent communication and interpersonal skills
  • Ability to work independently and navigate ambiguity
  • Strategic mindset and passion for delivering value to clients

Benefits:

  • Flexible working arrangements
  • Discounted financial products
  • Salary sacrificing options
  • Paid parental leave with no minimum
  • Discounted private health insurance plan
  • Employee Assistance Program (EAP)

Join Our Team:

We celebrate, value and include people of all backgrounds, gender and expressions, sexualities, cultures, bodies and abilities. When you apply, you are welcome to tell us the pronouns you use and please let us know any reasonable adjustments you may need during the interview process.

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