Portfolio Manager

Merchant West Investments; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company is seeking an enthusiastic Portfolio Manager in Pretoria to lead asset finance initiatives. The successful candidate will manage client relationships, drive business growth, and structure financial solutions. This role requires a BCom degree and over 2 years of experience in asset finance, along with strong analytical skills and familiarity with the National Credit Act. The position offers opportunities for professional development and contributes to a collaborative culture.

Benefits

Tailored Staff Financial Wellness Offering

Employee Wellness Provider

Professional Development Opportunities

Rich Organisational Culture

Qualifications

• 2+ years’ experience in an asset finance sales position with a financial background/ solution selling.
• Established relationships within the asset finance sector.

Responsibilities

• Drive asset finance business growth and foster strong client relationships.
• Identify and pursue new business opportunities.
• Conduct thorough assessments of client needs and propose tailored financial solutions.
• Evaluate the financial viability of proposed deals.

Skills

Understanding and analysing financial statements

Familiarity with National Credit Act

Ability to structure asset finance deals

Understanding the asset finance process

Education

BCom degree with Finance and/or Mathematics, Accounting

Job description

Position title

Portfolio Manager: General

Industry

Asset Finance

Description

We are seeking an enthusiastic and energetic sales-driven Portfolio Manager in Pretoria to drive asset finance and business growth, maximize profitability, and strengthen client relationships. Responsibilities include managing a pipeline of clients and deals, conducting financial assessments, structuring agreements, and ensuring successful transaction execution.

You need to be able to engage comfortably with clients, Suppliers and Dealers, to originate asset finance transactions for Merchant West.

Responsibilities

• Play a pivotal role in driving asset finance business growth, maximising profitability, and fostering strong client relationships through effective new business development, and strategic cross-selling eff We approach every day with a – client focus approach
• Identify and pursue new business opportunities within specific sector (Aviation, Transport, Technology, Renewable Energy, Yellow Metal, )
• Develop and maintain a robust pipeline of potential clients (and/ or suppliers where applicable) and deals
• Analyse market trends to capitalise on emerging opportunities
• Conduct thorough assessments of client needs and propose tailored financial solutions
• Collaborate with internal teams to structure deals that meet both client requirements and company objectives
• Negotiate terms and conditions with clients to ensure mutually beneficial agreements
• Evaluate the financial viability of proposed deals and assess their potential impact on overall profitability
• Ensure timely and efficient execution of new business transactions from initiation to closure
• Develop strong relationships with existing clients to uncover additional business needs and promote complementary products or services from within the Merchant West Group (Lending & Advisory products)
• Measure quality of leads provide to other business units within the Merchant West Group of Quality rather that a quantity approach required
  
  

Qualifications

• BCom degree with Finance and/or Mathematics, Accounting as a subject(s)
  
  

Experience

• 2+ years’ experience in an asset finance sales position with a financial background/ solution selling
• Relationships and client/supplier & dealer base within the sector
  
  

Skills

• Ability to understand and analyse financial statements
• Familiar with National Credit Act
• Ability to structure asset finance deals
• Understand the asset finance process
  
  

Job Benefits

• Tailored Staff Financial Wellness Offering
• Employee Wellness Provider
• Professional Development Opportunities
• Rich Organisational Culture