Position title
Portfolio Manager: General
Division
Merchant West - Asset Finance
About the Role
We are seeking a sales-driven Portfolio Manager to drive business growth, maximize profitability, and strengthen client relationships. Responsibilities include managing a pipeline of clients and deals, conducting financial assessments, structuring agreements, and ensuring successful transaction execution.
Responsibilities
- Play a pivotal role in driving business growth, maximising profitability, and fostering strong client relationships through effective new business development, rigorous financial analysis, and strategic cross-selling efforts. We approach every day with a – client focus
- Identify and pursue new business opportunities within specific sector (Aviation, Agriculture, Transport, Technology, Renewable Energy, Yellow Metal, etc.)
- Develop and maintain a robust pipeline of potential clients (and/ or suppliers where applicable) and deals
- Analyse market trends to capitalise on emerging opportunities
- Conduct thorough assessments of client needs and propose tailored financial solutions
- Collaborate with internal teams to structure deals that meet both client requirements and company objectives
- Negotiate terms and conditions with clients to ensure mutually beneficial agreements
- Evaluate the financial viability of proposed deals and assess their potential impact on overall profitability
- Ensure timely and efficient execution of new business transactions from initiation to closure
- Develop strong relationships with existing clients to uncover additional business needs and promote complementary products or services from within the Merchant West Group (Lending & Advisory products)
- Measure quality of leads provide to other business units within the Merchant West Group of companies. Quality rather that a quantity approach required
Qualifications
- BCom degree with Finance and/or Mathematics, Accounting as a subject(s)
Experience
- 4+ years’ experience in a sales position with a financial background/ solution selling
- Relationships and client/ dealer base within the sector
Skills
- Ability to understand and analyse financial statements
- Familiar with National Credit Act
Job Benefits
- Tailored Staff Financial Wellness Offering.
- Employee Wellness Provider
- Professional Development Opportunities.
- Rich Organisational Culture
