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Portfolio Manager
2 weeks ago
This role is focused on managing and developing relationships with a diverse portfolio of customers. The successful candidate will be responsible for driving business growth through customer acquisition, increasing market share and referrals.
The ideal candidate will have advanced skills in structuring deals and managing a portfolio of customers. They will also be able to collaborate with key stakeholders to design, structure and execute deals.
- Acting in the best interest of the customer and applying a customer-centric approach
- Proactively developing and maintaining a detailed understanding of customer business and financial needs
- Providing customers with tailored solutions
- Building and maintaining strong internal and external networks to support deal design and execution
The successful candidate will be able to bring the following skills to the role:
- Relationship Management: Building, maintaining and influencing relationships to achieve mutually beneficial outcomes
- Customer Solutioning: Supporting customers by understanding their needs and informing them about relevant products or services
- Credit Assessment and Management: Assessing, advising, monitoring and/or approving a customer's credit worthiness, credit risk and suitable credit structuring options
- Business Development: Partnering with individuals and/or organisations to pursue strategic initiatives, relationships and/or opportunities to drive commercial value
