Strategic Portfolio Manager – Client Growth & Risk

Merchant West; Cape Town; On-site; ZAR 700,000 - 1,000,000; Full time

Job summary

Merchant West is seeking a Portfolio Manager to oversee a diverse client facility portfolio, ensuring strong performance and high service levels. You will monitor exposures, manage client relationships and uphold credit governance.

Responsibilities include risk monitoring, deal support, portfolio growth, and consistent reporting. The role demands a finance background, strong analytical skills and a client-focused approach to optimise portfolio value.

Qualifications

• BCom degree with Finance and/or Mathematics, Accounting as a subject(s).
• 4+ years in a client-facing role with a financial background/solution selling.
• Relationships and client/dealer base within the sector.

Responsibilities

• Manage and monitor a portfolio of client facilities to ensure strong financial performance and asset quality.
• Maintain strong relationships with clients to ensure ongoing service delivery and satisfaction.
• Monitor client financial performance and identify potential credit risks.
• Support business units with deal structuring and execution within the portfolio.
• Prepare and maintain accurate portfolio reports and documentation.
• Ensure adherence to credit policies, procedures and governance frameworks.

Skills

Portfolio management

Financial analysis

Credit risk

Deal structuring

Client relationship

Reporting

Governance

Cash flow analysis

Education

BCom Finance/Math

Job description

Merchant West is seeking a Portfolio Manager to oversee a diverse client facility portfolio, ensuring strong performance and high service levels. You will monitor exposures, manage client relationships and uphold credit governance.

Responsibilities include risk monitoring, deal support, portfolio growth, and consistent reporting. The role demands a finance background, strong analytical skills and a client-focused approach to optimise portfolio value.