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Senior Portfolio Manager

2 weeks ago

Melbourne, Victoria, Australia beBeeWealth Full time $150,000 - $200,000

Expert Financial Advisor Wanted for High Net Worth Client Management

The ideal candidate will possess exceptional client-facing skills, a proven track record of attracting new business, and the ability to manage a portfolio of high net worth clients.

Responsibilities:
  • Strategically manage a portfolio of high net worth clients to optimize financial growth and wealth management
  • Develop and maintain strong relationships with clients through exceptional customer service and tailored financial advice
  • Conduct thorough credit assessments and provide expert lending solutions to meet clients' financial needs
Requirements:
  • Proven experience in managing high net worth client portfolios and developing successful business relationships
  • Extensive knowledge of lending products and wealth management strategies to provide comprehensive financial advice
  • Strong analytical and problem-solving skills to effectively assess clients' financial situations and provide tailored solutions
  • Excellent communication and interpersonal skills to build and maintain strong relationships with clients and colleagues alike
Benefits:
  • Opportunity to work closely with high net worth clients to develop strategic financial plans and provide expert guidance on wealth management
  • Chance to grow and develop professionally within a dynamic and supportive team environment
  • Competitive compensation package and benefits
Others:

Please note that this is a senior-level position requiring significant experience and expertise in the field. Only qualified candidates should apply.