About the role:<\/p>\n
\tThe Internal Portfolio Manager plays a vital role in supporting the sales teams, servicing the broader Asset Finance team where required. This position involves coordinating deal submissions, managing internal systems, and supporting the Portfolio Manager in delivering efficient, accurate, and client-focused outcomes. With strong performance, there is potential for the role to evolve into a client-facing position, including the management of house accounts and supplier relationships.<\/p>\n
Main Accountabilities:<\/p>\n
Deal Assistance:<\/p>\n
\tOrganise and coordinate resources to compile effective deal packs for submission to the credit department.
\n\tRespond to customer complaints and provide after-sales support when requested.
\n\tProcess all deal packs accurately and in a timely manner.
\n\tCommunicate any delays or issues in processing deals to clients and Portfolio Managers.
\n\tMonitor team progress, identify potential improvements, and propose effective solutions.
\n\tAssist in the preparation and organisation of promotional materials and events.<\/p>\n
Client Management:<\/p>\n
\tUpdate and manage the Customer Relationship Management (CRM) system to ensure accurate records and prevent duplication of client or supplier contacts with other Portfolio Managers.
\n\tMaintain and manage key accounts, ensuring consistent client communication and support.
\n\tInternal Processes
\n\tTrack and measure the quality of business and credit deal submissions to the credit department.
\n\tCollect monthly feedback from the credit department on the quality of submitted deals.
\n\tMaintain an asset register to monitor the status of pending and declined deals.
\n\tSupport the Portfolio Manager in maintaining internal standards and procedures.<\/p>\n
Qualifications:<\/p>\n
\tMatric required.
\n\tBCom degree with Finance and\/or Mathematics, Accounting as a subject(s) advantageous.\u00a0<\/p>\n
Experience:<\/p>\n
\t1-2 years working experience in a similar role, with desire to move to client facing role.<\/p>\n
Skills:<\/p>\n
\tDetail-oriented with a focus on deadlines.
\n\tCapable of working independently with minimal supervision.
\n\tExcellent time management skills.
\n\tEffective relationship management<\/p>\n
Competencies:<\/p>\n
\tCommercial judgement and financial acumen
\n\tAnalytical thinking and problem solving
\n\tDecision making and sound risk judgement
\n\tStakeholder engagement and collaboration
\n\tNegotiation and influencing capability
\n\tAccountability and ownership
\n\tResults orientation and performance focus
\n\tIntegrity and governance discipline
\n\t\u00a0<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( N \/ A ) or<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"","_company_name":"Merchant West","_company_website":"http:\/\/N%20\/%20A","_company_tagline":"The Merchant West Group is a diversified financial services portfolio of businesses with debt securities listed on the JSE. It is the largest privately-owned provider of specialised financial solutions in South Africa. Founded in 1998, Merchant West provides tailor-made lending, wealth management... read more, asset management and transactional solutions to corporates, SMEs and high net worth individuals.","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[15],"job-types":[12],"class_list":{"0":"post-33869","1":"job_listing","2":"type-job_listing","3":"status-publish","4":"hentry","5":"job_listing_region-western-cape","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/33869","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=33869"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=33869"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=33869"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}