Portfolio Manager Professional

5 days ago


Pretoria, Gauteng, South Africa Tribal Tech - The Digital, Data & Ai Specialists Full time
Job Summary

We are seeking a highly motivated Portfolio Manager Professional to join our team at Tribal Tech - The Digital, Data & Ai Specialists. The successful candidate will be responsible for managing a portfolio of Small Business key account clients requiring low to medium complexity commercial banking requirements.

Key Responsibilities
  1. Originate new business opportunities by acquiring new clients;
  2. Cross-sell products to existing client base;
  3. Service clients in accordance with the segment CVP.
Requirements

The ideal candidate will have at least 5 years of experience in a client facing, target driven financial services role, preferably banking. A bachelor's degree or equivalent in business science, economics or related fields is also required.

The candidate must possess excellent negotiation skills and be able to interact with different internal stakeholders and various business clients across sectors.

A high level of personal mastery, natural inquisitiveness, and ability to work independently are essential qualities for this role.

The candidate must be highly resilient and resourceful, deadline driven, and able to take accountability for their own development and performance.

They must clearly understand how to optimise the profit and economic value of a portfolio of SME clients requiring commercial banking requirements.

The candidate must have impeccable client relationship management ethos and ensure that they are the client's main contact point for all business banking needs.

They must be comfortable taking overall accountability for and setting the minimum service delivery standard by setting the rules of engagement for the cross-functional team.

The candidate must take full ownership of the portfolio's risk management by ensuring a good understanding of both the Bank's and the clients regulatory and compliance environments.

They must possess a thorough understanding of credit processes in a banking environment and be highly proficient in working with company financials.



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