Financial Portfolio Manager

5 days ago


Pretoria, Gauteng, South Africa Matriq Pty Full time

Matriq Pty is a leading financial institution committed to delivering exceptional banking services. Our team of experts is dedicated to helping clients achieve their financial goals through innovative solutions and expert advice.

As a seasoned Banker with portfolio management experience, you will play a crucial role in driving business growth and success. Your key responsibilities will include:

  1. Managing client relationships and developing strategic partnerships
  2. Providing expert guidance on financial products and services
  3. Identifying new business opportunities and driving revenue growth
  4. Collaborating with internal stakeholders to deliver seamless customer experiences

To succeed in this role, you will need:

  • 2-5 years' experience in a sales and service or deal-making environment in the banking sector
  • Proven portfolio management skills and experience
  • F AIS Regulatory Exam qualification
  • Exceptional judgemental credit acumen and negotiation skills

We offer a challenging and dynamic work environment, opportunities for professional growth and development, and a competitive compensation package. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply.


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