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Business Finance Portfolio Manager

2 months ago

Cape Town, Western Cape, South Africa TalentCru Full time
About the Role

We're seeking a motivated and ambitious individual to join our Trade and Finance department as an Internal Account Executive. This is a key role supporting the Business Finance team by managing client portfolios within Trade Debtor Finance.

The successful candidate will assist the Account Executive by handling administrative tasks, financial analysis, and client communication, while maintaining a strong sales focus. They will be responsible for managing client portfolios, ensuring smooth operation and adherence to regulations.

The ideal candidate will have a Matric/Grade 12 qualification with a preference for a Commercial Degree and prior experience in marketing or sales of financial products (asset, trade, or debtor-based). They will also have exposure to or the ability to read a company's financials and perform FICA in a banking environment.

  • Ambitious with a desire to develop into an Account Executive role.
  • Prior experience in marketing or sales of financial products (asset, trade, or debtor-based).
  • Exposure to or the ability to read a company's financials and perform FICA in a banking environment.
  • Valid driver's license and access to a vehicle are required for occasional client visits.
  • Develop and maintain strong client relationships.
  • Manage client portfolios, ensuring smooth operation and adherence to regulations.
  • Analyze financial statements and perform credit assessments.
  • Prepare and source information for new and existing client applications.
  • Ensure adherence to sanction terms and conditions and collect timely client information.
  • Collaborate with Credit and Operations departments to resolve account-related issues.
  • Prepare and process security documentation.
  • Handle general office duties, including answering phones, assisting clients, and supporting the team.
  • Maintain confidentiality of sensitive information and participate in reporting tasks.
  • Cover for the Account Executive during absences.
  • Present applications and requests to credit departments.
  • Actively support all service and sales initiatives, prioritizing client satisfaction.
  • Coordinate field surveys as needed.