In-Demand Senior portfolio manager Jobs in Macquarie Park, Nsw

Senior Relationship Manager / Vice President
Square Capital Operation Pty Ltd —Barangaroo NSW
- $100,000 - $150,000 a year
- Full-time
- Management
- English
- Business development
Quick Apply
Senior Project Manager
SymphonyAI —Sydney NSW
- $170,000 - $200,000 a year
- Full-time
- Remote
- PMP
- AI
- Leadership
Senior Product Manager, Interventional Cardiology Therapies
Medtronic —Macquarie Park NSW
- Full-time
- Microsoft Excel
- Analysis skills
- Bachelor's degree
Sr. Project Manager
SRISAI CONSULTANTS PTY. LTD. —Sydney NSW
- $190,000.00 - $210,000.92 a year
- Full-time
- Hybrid work
- Azure
- Computer Science
- PMP
Quick Apply
Senior Brand Manager
Danone —Chatswood NSW
- Full-time
- Management
- Research
- Team management
- Health insurance
- Parental leave
5d
Senior Partnerships Manager, Australia
Block —Sydney NSW
- Remote
- Management
- Business development
- POS
- Health insurance
Quick Apply
Senior Change Manager
Australian Payments Plus —Sydney NSW
- Temporary
- Hybrid work
Quick Apply
Senior Manager | Trustee Services
Link Group —Sydney NSW
- Hybrid work
- Financial services
- Leadership
- Communication skills
- Health insurance
- Parental leave
Investigations Strategy Initiatives Lead
Woolworths Group —Bella Vista NSW
- Full-time
- Management
- Data analysis skills
- Analysis skills
14d
Senior Brand Manager/Brand Manager
PharmaCare Group —Warriewood NSW
- Full-time
- Marketing
- Budgeting
- Leadership
Quick Apply
Senior Manager, Head of Industrial Relations ANZ
Uber —Sydney NSW
- Full-time
- Leadership
Senior Category Manager
Amazon Corporate Services Pty Ltd —Sydney NSW
- Full-time
- Master's degree
- Analysis skills
- Presentation skills
- Commuter assistance
- Health insurance
EY Parthenon - Senior Manager/Director - Energy Lead Advisory
EY —Sydney NSW
- Finance
- Master's degree
- Bachelor's degree
- Parental leave
Senior Partnerships Manager
HCF —Sydney NSW
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Parental leave
- Pet insurance
Portfolio Governance Manager
Greenstone Financial Services —Bella Vista NSW
- Full-time
- Microsoft Excel
- Data analysis skills
- Financial services
- Travel reimbursement
- Free food
Quick Apply
Senior Brand Communications Manager
Procter & Gamble —Blenheim Road NSW
- Full-time
- Management
- Bachelor's degree
- Leadership
Senior Manager - Portfolio Risk Management and Stress Testing
Macquarie Group Limited —Sydney NSW
- Full-time
- Remote
- Leadership
- Annual leave
- Work from home
Brand Manager - Nature's Way
PharmaCare Group —Warriewood NSW
- Full-time
- Marketing
- Budgeting
- Business
- Parental leave
Quick Apply
Senior Consultant / Project Manager
Roland Berger —Sydney NSW
- Full-time
- English
- Leadership
- Communication skills
Quick Apply
Senior Consultant / Project Manager
Roland Berger Holding GmbH & Co. KGaA —Sydney NSW
- English
- Leadership
- Communication skills

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Senior Relationship Manager / Vice President

Square Capital Operation Pty Ltd
Barangaroo NSW

Quick Apply

Job Details

Full-time
$100,000 - $150,000 a year

Qualifications

Investment
Mandarin
Management
English
Business development
Relationship building
Communication skills
Negotiation

Full Job Description

Senior Relationship Manager / Vice President

Private Clients and Institutional Relationships

Barangaroo, Sydney | Front Office Relationship Role | Competitive Base Salary + Performance Incentives

Square Capital is seeking a commercially driven Senior Relationship Manager or Vice President to acquire, manage and grow relationships with high-net-worth and ultra-high-net-worth individuals, corporate clients and institutional investors.

This is a front-office, revenue-generating role with responsibility for new client acquisition, relationship management and portfolio growth. The successful candidate will be expected to understand clients’ investment objectives, risk appetite and capital markets needs, and to introduce relevant solutions across the firm’s product offering.

The role requires strong business development capability, confidence engaging sophisticated clients and a proven ability to convert relationships into assets, trading activity and revenue.

Key Responsibilities

Acquire (originate), develop and manage long-term relationships with high-net-worth and ultra-high-net-worth individuals, corporate clients and institutional investors;
Develop a comprehensive understanding of each client's investment objectives, portfolio construction, liquidity requirements, risk tolerance and broader wealth management needs.
Identify opportunities arising from clients' strategic asset allocation, liquidity management and capital deployment requirements.
Deliver differentiated market insights, investment ideas and bespoke capital markets solutions aligned with clients' objectives.
Partner closely with Research, Sales Trading, Product, Operations, Risk and Compliance teams to deliver seamless execution and an integrated client experience.
Drive client adoption and distribution of financial products and services, including: Shares and margin financing, ETF, Funds management products, Fixed-income products, Structured products
Develop and execute client coverage plans to increase assets under management, trading activity, product penetration and overall client contribution.
Identify broader commercial opportunities across financing, options, structured solutions and family wealth management.
Maintain regular and proactive client engagement, ensuring a consistently high level of service throughout the client relationship.
Complete all required KYC, AML, suitability and client onboarding processes in accordance with regulatory requirements and internal policies.
Consistently achieve or exceed business development, revenue generation, client acquisition and relationship management objectives.

About You

You will have:

Demonstrated experience in client acquisition, relationship management, business development or financial services sales.
Strong ability to establish credibility and build long-term relationships with sophisticated clients.
Strong commercial judgement, communication and negotiation skills.
A proactive, client-focused approach with the ability to identify and convert business opportunities.
Ability to work effectively across multiple internal teams and manage competing priorities.
High standards of integrity, professional conduct and regulatory awareness.
Resilience and the ability to perform in a commercial, target-driven environment.
Understanding of financial markets and the key drivers of macroeconomic and capital market activity.

An established network of high-net-worth or institutional clients will be highly regarded.

Knowledge of equities, funds, fixed income, structured products, derivatives and other investment products would be advantageous, but is not essential where the candidate demonstrates strong client relationships and business development capability.

What We Will Assess

During the interview process, we will assess your ability to:

Originate, develop and sustain trusted relationships with sophisticated clients.
Demonstrate needs, business development capability and a strong revenue orientation.
Identify client opportunities and translate them into commercially viable solutions.
Communicate with credibility and executive presence across a broad range of stakeholders.
Influence and negotiate effectively in complex client situations.
Deliver a consistently high standard of client service while managing multiple priorities.
Collaborate effectively across research, trading, product, operations and control functions.
Perform under pressure, demonstrating resilience, accountability and sound decision-making.
Uphold the highest standards of professionalism, integrity and regulatory compliance.

Pay: $100,000.00 – $150,000.00 per year

Experience:

Relationship building: 3 years (Required)
working with high net wealth: 3 years (Required)

Language:

Mandarin (Required)

Work Location: In person

Quick Apply

Refine Your Search

senior portfolio manager jobs in macquarie park, nsw

Senior Relationship Manager / Vice President

Senior Project Manager

Senior Product Manager, Interventional Cardiology Therapies

Sr. Project Manager

Senior Brand Manager

Senior Partnerships Manager, Australia

Senior Change Manager

Senior Manager | Trustee Services

Investigations Strategy Initiatives Lead

Senior Brand Manager/Brand Manager

Senior Manager, Head of Industrial Relations ANZ

Senior Category Manager

EY Parthenon - Senior Manager/Director - Energy Lead Advisory

Senior Partnerships Manager

Portfolio Governance Manager

Senior Brand Communications Manager

Senior Manager - Portfolio Risk Management and Stress Testing

Brand Manager - Nature's Way

Senior Consultant / Project Manager

Senior Consultant / Project Manager

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