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Hnw banking portfolio manager

Sunshine Coast
beBeePortfolio
Posted: 13 December
Offer description

Executive Portfolio Manager

Establish a thriving career in high-net-worth banking by excelling as an Executive Portfolio Manager. This esteemed role demands exceptional expertise in delivering bespoke banking and wealth solutions, collaborating closely with internal departments to drive growth and success.


Key Responsibilities:

* Expertly manage client portfolios to maximize returns and enhance client satisfaction.
* Develop and implement tailored banking and wealth strategies that meet the unique needs of high-net-worth clients.
* Build and maintain strong relationships with key stakeholders across various departments, fostering a collaborative environment that drives business growth.


Requirements:

* Demonstrate a proven track record of success in client acquisition and portfolio management.
* Possess excellent stakeholder engagement skills, effectively communicating with clients and internal teams to drive mutual understanding and respect.

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