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Lead financial services advisor

Swan Hill
beBeeAccounting
Posted: 11 December
Offer description

Client Portfolio Manager

We are seeking a dynamic and experienced Client Portfolio Manager to oversee client portfolios and deliver high-quality financial services.

The ideal candidate will have at least 5 years of public practice accounting experience, strong leadership skills, and a degree in accounting or finance.

This role offers a work-from-home setup with occasional on-site visits, opportunities for professional growth, and a competitive salary package.

Key Responsibilities:

* Oversight of client portfolios
* Deliver high-quality financial services
* Maintenance of strong relationships with clients
* Leadership and guidance to team members

Requirements:

* At least 5 years of public practice accounting experience
* Degree in accounting or finance
* Strong leadership skills

Benefits:

* Work-from-home setup with occasional on-site visits
* Opportunities for professional growth
* Competitive salary package

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