Portfolio Manager

Create your best future and join Westpac as a Portfolio Manager.

What’s the role?
You’ll manage a portfolio of invoice finance customers, helping businesses access funding tied up in their unpaid invoices so they can manage cash flow and grow with confidence.

You’ll build strong relationships with customers across a range of industries and stay close to how their businesses are performing. That includes regular conversations with senior leaders such as Directors and CFOs, understanding what’s changing in their business, and working with internal teams to support the right outcomes.

You’ll complete regular reviews, support updates to existing facilities, and help assess new requests when needed. With a new product platform in place, you’ll play a key role in proactively engaging customers and ensuring they feel supported throughout the life of their facility.

This is a full time, hybrid role based in Melbourne Naarm, Wurundjeri Country or Sydney Warrane, Gadigal Country.

What do I need?
• Experience in invoice finance, receivables finance, trade finance, or a related working capital product
• Ability to review customer information and make balanced decisions
• Confidence building trusted relationships with senior stakeholders
• Strong organisation skills and a proactive mindset
• Comfort learning new systems and ways of working

Why join us?
We’re obsessed with becoming our customers #1 banking partner for life and we’re looking for people who are passionate about helping us achieve that goal. In return we’re committed to making Westpac the best place to work in the country. Here are just a few of the ways we’re already doing that:
• Special offers on banking products and discounts from top brands, including generous employee only mortgage rates
• Flexible work arrangements to help you achieve a greater work life balance, and a variety of leave options including Culture, Lifestyle and Wellbeing leave
• Tailored learning and development opportunities to help you grow your career within the bank
• Lots of opportunities to give back to the Community by getting involved in our many volunteering initiatives

Create your future today
To get started, simply click on the APPLY or APPLY NOW button
We’re all about creating a supportive and inclusive community. We welcome everyone no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community.
If you need any adjustments during the recruitment process, you can find more information and contact details on our FAQs and how to contact us page, under the Diversity, sustainability and flexibility section.