Current jobs related to Portfolio Manager - Bloemfontein Free State - Performability

  • Portfolio Manager

    4 months ago

    Bloemfontein, South Africa Performability Full time

    To grow revenue, manage debt portfolio and maintain quality of collateral in line with the clients objectives over time. This includes to identify, source and secure multi-unit residential loans (with associated commercial property) with appropriate clients, to maintain prepayment compliance and asset quality. Duties Business development To source clients...

  • Client Portfolio Manager

    2 weeks ago

    Bloemfontein, Orange Free State, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a highly skilled Client Portfolio Analyst to join our team at FirstRand Bank Limited. As a key member of our Client Portfolio Executive team, you will be responsible for managing and administering a portfolio of clients, ensuring the effective delivery of credit facilities and maintaining strong relationships with stakeholders.Key...

  • Area Manager

    1 month ago

    Free State, South Africa Smollan Full time

    **HYBRID AREA MANAGER** **KEY RESPONSIBILITIES**: **Portfolio Management**: - Manage the HP Products (PC’s, Print, and Accessories) within assigned retail stores. **Store Maintenance**: - Ensure the store base is well maintained in terms of execution, display space, in-stock situation, returns, price ticketing/labels, and point-of-sale materials. -...

  • Architect - Reitz - Free State - (Will Cover Five

    1 month ago

    Free State, South Africa Fourier Recruitment Full time

    Well Known Agriculture Companyis expanding its Property Management team. We are looking for a talented architect to expand our existing experience in commercial projects ranging from retail, warehousing, workshops, and offices. Our team spans over 5 provinces and various industries, making this a very exciting opportunity. Come and join our humble, hungry,...

  • Client Portfolio Analyst

    2 weeks ago

    Bloemfontein, South Africa FirstRand Bank Limited Full time

    Description To support the Client Portfolio Executive by managing and administering a portfolio of clients including the application of an approval and ongoing quality risk management of the client’s credit facilities. Deliver exceptional service through educating the client, offering an appropriate solution and ensuring the relationship is...

  • Head of I&t: Technology

    4 weeks ago

    Free State, South Africa Fourier Recruitment Full time

    Eager to join a dynamic Information & Technology (I&T) team in a rural setting, away from the city metropole areas. Passionate about I&T, surrounded by colleagues who share your enthusiasm. A team player with a proven track record in managing operational teams, including infrastructure, network, service desk, and cybersecurity. Proactive in ensuring a...

  • Insurance Risk Manager

    2 weeks ago

    Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full time

    {"Job Title": "Non-Life Short Term Advisor", "Location": "Remote", "Salary": "Market Related", "Benefits": "Employee recognition initiatives", "Vacancy Type": "Remote", "Closing Date": "", "Duties and Responsibilities": {"Client Liaisons and Advisory Responsibilities": {"list": ["Provide risk management and short-term insurance advice to a selected portfolio...

  • Client Portfolio Analyst

    2 weeks ago

    Bloemfontein, South Africa FirstRand Full time

    Job Description - Deliver exceptional service through educating the client, offering an appropriate solution and ensuring the relationship is maintained. - Continuously monitor actual process turnaround times and quality standards and resolve issues speedily to enhance effective client service delivery. - Cultivate and manage objective working relationships...

  • Risk Management and Sales Expert

    3 weeks ago

    Bloemfontein, Orange Free State, South Africa Old Mutual Full time

    About the RoleWe are seeking a highly skilled and experienced Commercial Insurance Specialist to join our team at Old Mutual. As a key member of our sales team, you will be responsible for identifying and executing innovative methods to build your own insurance portfolio, while providing exceptional service to our clients.Key ResponsibilitiesIdentify and...

  • IT Service Delivery Manager

    2 weeks ago

    Bloemfontein, Orange Free State, South Africa Dimension Data Full time

    Job SummaryWe are seeking a highly skilled IT Service Delivery Manager to join our team at Dimension Data. As a key member of our service delivery team, you will be responsible for retaining and growing client portfolios through effective service delivery.Key ResponsibilitiesAnalyze client portfolios to identify risks to service coordination and report on...

  • Area Manager

    1 month ago

    Bloemfontein, South Africa Sanlam Full time

    **JOB OVERVIEW** - Assume the overall responsibility for growth and profitability of Crop Insurance in the designated area, keeping and expanding contact with the clients, in line with Santam and Broker objectives. Provide technical support and assessments and deliver a high-quality service and support to the client base.**PORTFOLIO GROWTH** - Identify new...

  • Investment Wealth Manager

    1 month ago

    Bloemfontein, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job...

  • MS Operations Manager

    4 months ago

    Bloemfontein, South Africa Dimension Data Full time

    FunctieomschrijvingThe key function is to retain and support the growth of client portfolios through effective and well managed service delivery. Fulfils the role of a single client touch point and key custodian of relationships both internally and externally, including clients and support teams, for the co-ordination and delivery of services to the client....

  • Wealth Management Specialist

    3 weeks ago

    Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full time

    Job Title: Wealth AdvisorLocation: Remote (KZN and/or Bloemfontein)Salary: Market RelatedBenefits: Employee recognition initiativesVacancy Type: Remote (KZN and/or Bloemfontein)Job Summary:We are seeking a highly skilled and experienced Wealth Advisor to join our team at Perfect Placement Recruitment. As a Wealth Advisor, you will be responsible for...

  • Commercial Insurance Specialist

    7 days ago

    Bloemfontein, Orange Free State, South Africa Old Mutual Full time

    Job SummaryWe are seeking a highly skilled Commercial Insurance Specialist to join our team at Old Mutual. As a key member of our sales team, you will be responsible for identifying and executing innovative methods to build your own insurance portfolio, providing quality direct sales service to new and existing clients, and driving portfolio profitability...

  • Insurance Business Development Professional

    3 weeks ago

    Bloemfontein, Orange Free State, South Africa Old Mutual Full time

    About the RoleWe are seeking a highly skilled and experienced Commercial Insurance Specialist to join our team at Old Mutual. As a key member of our sales team, you will be responsible for identifying and executing innovative methods to build your own insurance portfolio, while providing quality direct sales service that results in the production of business...

  • Wealth Management Specialist

    7 days ago

    Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full time

    Job Title: Wealth AdvisorWe are seeking a skilled Wealth Advisor to join our team at Perfect Placement Recruitment. As a Wealth Advisor, you will be responsible for providing comprehensive financial solutions to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and maintain relationships with clients to understand...

  • Commercial Insurance Specialist

    3 weeks ago

    Bloemfontein, Orange Free State, South Africa Old Mutual Full time

    About the RoleWe are seeking a highly skilled and experienced Commercial Insurance Specialist to join our team at Old Mutual. As a key member of our sales team, you will be responsible for identifying and executing innovative methods to build your own insurance portfolio, while providing exceptional service to our clients.Key ResponsibilitiesIdentify and...

  • Financial Advisor

    7 days ago

    Bloemfontein, Orange Free State, South Africa Origin Financial Group Full time

    Job Title: Non-Life Short Term AdvisorJob Summary:This is a remote position with a leading Independent Financial Advisor (IFA) in the South African market. The successful candidate will provide risk management and short term insurance advice to a selected portfolio of existing clients, while also prospecting new clients to grow the insurance portfolio and...

  • Paraplanner

    1 month ago

    Bloemfontein, South Africa PSG Wealth Financial Planning Full time

    Job description: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to our Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after...

Portfolio Manager

4 months ago

Bloemfontein Free State, South Africa Performability Full time

To grow revenue, manage debt portfolio and maintain quality of collateral in line with the clients objectives over time. This includes to identify, source and secure multi-unit residential loans (with associated commercial property) with appropriate clients, to maintain prepayment compliance and asset quality.

Duties

Business development

  • To source clients and loans by networking with market role players, identifying opportunities, developing a client and potential client database and build relationships with industry organisations.
  • To identify market opportunities by conducting research, identifying available stock, and assessing market trends in line with TUHF requirements.
  • To align and promote the brand and business model by engaging with market players and presenting the company approach as required.
  • To maintain market and deal expertise by networking, participating in market discussions, engaging with stakeholders, evaluating past failures and successes, and building skills and experience.

Assessment

  • To source and evaluate potential clients in line with the company character assessment requirements, management experience and skills, identifying appropriate clients and building relationships.
  • To evaluate the potential deal by reviewing the building, its location, gathering supporting documentation to assess the rights to build and trade.
  • Assess the property market indicators and evaluate product, pricing and future potential in line with the Mortgage Loan & Credit Policy.
  • To evaluate the construction risk by assessing the construction strategy, including procurement of professional and construction services, appropriate construction contracts, works information, adequate costing, communication, dispute resolution and defect management and develop a position for inclusion into the loan proposal as required
  • To develop financial services solutions by reviewing the feasibility, different structure options, understanding the risk profile, credit parameters, and the financial solutions to secure the deal, if prudent.
  • To review property management solutions by reviewing proposal provided, evaluating sustainability and alignment with the client profile, making recommendations and including in the loan proposal as required
  • To complete the loan proposal by accurately reflecting client and project details, and terms and conditions, validating the data and information and presenting a credit proposal that is logical, persuasive and prudent.
  • To secure support for loans from the Regional Manager or other manager by presenting the for discussion, amendment and approval as required
  • To agree the solution with the client by developing the term sheet and securing approval to proceed with the proposed structure, terms and obligations.
  • To engage with clients by keeping them up to date on process, progress and decisions, communicating frequently and addressing any concerns or requests for additional information and providing feedback.

Stakeholder relationship management

  • To own relationships with existing and new clients by understanding their needs and managing expectations, and providing feedback and support as required.
  • To proactively manage client risk by tracking performance in line with the agreements, visiting buildings and identifying areas of concern, engaging customers and implementing mitigating action as required.
  • To resolve client queries and concerns by investigating the matter, understanding the solutions, implementing corrective action and providing feedback to clients. as required.

Loan portfolio management

  • To manage asset quality by visiting buildings, conducting building inspections, identifying property and asset management issues, engaging with clients and managing implementation of asset improvements regularly.
  • To manage client portfolios by monitoring key property management (tenancy, arrears, utilities etc.) and financial (financial statements, payment behaviours etc.) and health and safety compliance, identifying areas of risk and engaging with clients to implement corrective action monthly and as required.
  • To manage arrears proactively, addressing any issues, drive implementation of corrective action and follow up with clients to correct payment behaviour or implement other appropriate resolutions.
  • To manage registration by monitoring compliance of pre-registration conditions, addressing compliance requirements with clients and driving timeous registration and transfer to optimise disbursements monthly and as required
  • To resolve cyclical compliance concerns by addressing the matters with the clients and driving resolution monthly and as required
  • To secure approval for changes to loan terms and conditions by developing the proposal, presenting the rationale, proposed amendments and impacts and detailing the risks and mitigating measures as required

Other

  • To mentor junior portfolio managers by providing guidance and assistance, engaging with and building skills around the TUHF lending approach

Required

  • NQF 7 in Commerce, Engineering, Quantity Surveying, Business Science or related areas
  • A minimum of 8 years experience in the Commercial Property Finance environment