Financial Portfolio Manager

7 days ago

Sydney, New South Wales, Australia Bebeeinvestment Full time

Empowering investor success is at the heart of our mission. Our entrepreneurial spirit and uncompromising ethics guide everything we do, driving us to deliver exceptional investment management services.
The Investment Group
We are a global team dedicated to managing portfolios that help investors achieve their financial goals. Our team operates under a set of core principles that ensure transparency, integrity, and a commitment to excellence in every aspect of our work.
Key Responsibilities:
We lead the delivery of high-quality investment services to clients in New South Wales, working closely with advisers to upsell advice practices and drive retention and share of wallet AUM goals.
We identify and recruit new advisers and practices in New South Wales, entrusting their clients' assets to our managed portfolio solutions and achieving netflow goals.
We remove barriers preventing advisers from utilizing our managed portfolio solutions, ensuring they achieve philosophical alignment with our global best practice investment approach.
We onboard and serve advisers, helping them write new netflows by solving investment and behavioural challenges when entrusting their clients' wealth to our managed portfolio solutions.
We build an understanding of the adviser's investment needs across all client segments, collecting pertinent discovery data to identify and close solution structuring opportunities.
We prepare and present compelling investment solution proposals to gain adviser commitment to recommend our managed portfolios to their end clients.
We influence, persuade, and educate advisers on how to incorporate our managed portfolio solutions across client segments, helping their clients achieve their financial goals.
Representing the investment management team, we participate in external client speaking engagements, marketing, and educational sessions, including investment and behavioural coaching videos, webinars, forums, and licensee conferences.

  • Financial Portfolio Manager

    1 week ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $80,000 - $120,000

    Job OverviewThe role of Financial Associate sits within our finance team, supporting business operations and providing exposure to various asset investments, funds, and renewable energy initiatives.This position is based in our office, with occasional travel between offices required.The successful candidate will be involved in delivering all financial...

  • Financial Portfolio Manager

    1 week ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $90,000 - $150,000

    Job Title: Financial Investment AdvisorWe are seeking a Financial Investment Advisor to join our team.This role is ideal for an experienced financial professional who thrives in a dynamic, client-centric environment and is passionate about helping clients achieve their investment goals through tailored financial advice.Key Responsibilities:Provide compliant,...

  • Financial Portfolio Manager

    1 week ago

    Sydney, New South Wales, Australia Bebeeaccountant Full time

    Senior Property Accountant Role OverviewThe Senior Property Accountant role presents an exceptional opportunity to spearhead financial management and accounting support for a diverse portfolio. As a senior professional, you will be responsible for delivering high-quality financial reporting, collaborating with internal and external stakeholders, and ensuring...

  • Financial Portfolio Manager

    1 week ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $80,000 - $100,000

    Job Title: Financial Portfolio ManagerThis is a key role for an experienced professional looking to take their skills in financial management to the next level. The successful candidate will be responsible for overseeing the financial health of a diverse portfolio of small and medium-sized clients, providing compliance and advisory services to regional...

  • Financial Portfolio Manager

    1 week ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $100,000 - $160,000

    Empowering investor success is at the heart of our mission. Our entrepreneurial spirit and uncompromising ethics guide everything we do, driving us to deliver exceptional investment management services.The Investment GroupWe are a global team dedicated to managing portfolios that help investors achieve their financial goals. Our team operates under a set of...

  • Portfolio Financial Manager

    1 week ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $110,000 - $175,000

    Senior Financial Management Position OverviewThe Senior Property Accountant role offers a unique opportunity to lead financial management and accounting support for a diverse portfolio.Key Responsibilities:Deliver timely and accurate monthly management accounts, including balance sheets, P&L analysis, and variance commentaries.Prepare journal entries and...

  • Financial Portfolio Manager

    1 week ago

    Sydney, New South Wales, Australia beBeeInvestment Full time $90,000 - $120,000

    Job Opportunity:We are seeking a skilled finance professional to partner with our internal portfolio decision-makers, research teams, and client service associates to deliver exceptional service to high-net-worth clients.About the RoleThe ideal candidate will have expertise in investment analysis, financial planning, and portfolio management.Your Key...

  • Financial Portfolio Manager

    5 days ago

    Sydney, New South Wales, Australia beBeeFinance Full time $175,000 - $250,000

    Seeking a highly skilled professional to drive financial management and reporting for a portfolio of property funds.">This role involves preparing periodic management reports, variance analysis, commentaries, board papers, recommendations, and financial statements. You will also be involved in fund wind-ups/set-ups, acquisitions, disposals, consolidated...

  • Financial Portfolio Manager

    5 days ago

    Sydney, New South Wales, Australia beBeeCreditManagement Full time $105,000

    Credit Management Expert Role Description:The Credit Management Specialist will play a crucial operational role in the firm's financial function, monitoring work-in-progress, cash collections, and credit risk for an assigned portfolio. The successful candidate will have previous experience in a credit management function within professional services,...

  • Financial Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia beBeeFund Full time $80,000 - $120,000

    Job OpportunityWe are seeking a skilled Fund Specialist to join our team. The successful candidate will be responsible for the management and analysis of investment funds, ensuring their ongoing accuracy and evolution.Main ResponsibilitiesMaintain and improve investment models across a portfolio of property funds.Analyse financial data and present findings...