Senior Portfolio Director
21 hours ago
In this role, you will lead client relationships, identifying areas of opportunity for business growth and collaborating with senior leadership on business improvement initiatives. You will also develop and execute strategies to drive revenue growth and enhance client satisfaction.
We offer a comprehensive compensation package that includes a base salary of $200,000 per annum, plus bonus and benefits. If you are a motivated and experienced professional looking to make a real difference, we encourage you to apply.
Key Responsibilities:
- Lead client relationships, ensuring high satisfaction and retention by delivering timely, accurate financial and advisory services.
- Identify and pursue business development opportunities, contributing to the growth of our firm's portfolio and revenue.
- Mentor and support junior team members, ensuring their professional development and the quality of their work.
- Ensure compliance with NZ tax and accounting regulations, maintaining high standards of ethical conduct and risk management.
- Deliver insightful business and tax advice to clients, helping them meet their financial goals and optimise their operations.
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Economic Development Portfolio Director
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Portfolio Manager
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