Client Portfolio Manager

Job Title: Account ManagerAs a seasoned risk and insurance professional, you will have the opportunity to oversee a diverse portfolio of clients, guiding them through their risk management and risk transfer needs.Your Role:In this pivotal position, you will be responsible for managing an existing portfolio of mid-market and corporate accounts, negotiating...

Key ResponsibilitiesThe Private Banking team are seeking a Relationship Executive to manage a portfolio of clients and support the delivery of their financial needs.This role will involve:Developing and sharing a portfolio of clients who engage in an entire banking solution.Promoting our banking product suite to core clients, including conducting interviews...

Key ResponsibilitiesThe team is seeking a Relationship Manager to oversee a portfolio of clients and cater to their financial needs.Develop and share a portfolio of high-value clients who engage in an entire banking solution.Promote our comprehensive banking product suite to core clients, including conducting in-depth interviews to assess their financial...

Key Account Manager OpportunityA reputable brokerage is seeking an experienced account manager to oversee a diverse portfolio of SME and commercial clients.The ideal candidate will possess a solid understanding of SME and commercial general insurance, as well as excellent communication and relationship-building skills.Responsibilities include managing client...

Job Title: Digital Account ManagerWe are seeking a seasoned Digital Account Manager to take over a well-established portfolio of long-term clients, with a strong presence in the education sector.This is a full-time position based in our brand new office or home office that offers an exceptional work environment.You will be taking over a key book of business...

Job SummaryWe are seeking a Relationship Executive to join our team in Brisbane. The role will involve managing a portfolio of clients and supporting the delivery of their financial needs.The successful candidate will have excellent communication and interpersonal skills, as well as the ability to build strong relationships with clients.Key...

As a Senior Manager/Director, you will play a pivotal role in leading the team and managing a high-profile client portfolio. You will drive business development efforts and provide tailored solutions to clients across various sectors.Key Responsibilities:Drive business growth by building strong relationships with clients and identifying new market...

Unlock your leadership potential as a Senior Account Manager, overseeing a portfolio of high-value clients and mentoring a team of professionals.Key ResponsibilitiesManage a key portfolio of mid-market commercial clientsBuild strong, enduring relationships with clients in the $50–100M turnover rangeProvide strategic broking advice and deliver exceptional...

We are seeking a seasoned SMSF Specialist to manage a portfolio of high-value clients across Self-Managed Super Funds (SMSFs), Trusts, Companies, and Property Investments.About the RoleReview complex work, mentor junior staff, and provide strategic advice to help clients grow and protect their wealth.The ideal candidate will thrive in a client-facing,...

About the RoleThe Private Banking team is seeking a skilled professional to manage a portfolio of high-net-worth clients and deliver tailored financial solutions.This role involves collaborating with a dedicated Analyst to expand client relationships and provide personalized service.Develop and share client portfolios that drive entire banking...