Our client is looking for a Portfolio Manager in the Agriculture sector to join their team. The company is one of the largest privately-owned providers of specialised financial solutions and advisory services to businesses and high-net-worth individuals in South Africa.

Responsibilities:

• Business Growth: Play a pivotal role in driving business growth, maximizing profitability, and fostering strong client relationships through effective new business development, rigorous financial analysis, and strategic cross-selling efforts.
• New Business Development: Identify and pursue new business opportunities within specific sectors (e.g., Agriculture, Transport, Technology, Renewable Energy, Yellow Metal, etc.).
• Client Pipeline: Develop and maintain a robust pipeline of potential clients (and/or suppliers where applicable) and deals.
• Market Analysis: Analyse market trends to capitalize on emerging opportunities.
• Client Assessments: Conduct thorough assessments of client needs and propose tailored financial solutions.
• Internal Collaboration: Collaborate with internal teams to structure deals that meet both client requirements and company objectives.
• Negotiation: Negotiate terms and conditions with clients to ensure mutually beneficial agreements.
• Financial Viability: Evaluate the financial viability of proposed deals and assess their potential impact on overall profitability.
• Transaction Execution: Ensure timely and efficient execution of new business transactions from initiation to closure.
• Client Relationship Management: Develop strong relationships with existing clients to uncover additional business needs and promote complementary products or services from within the group.
• Lead Quality Measurement: Measure the quality of leads provided to other business units within the company, prioritizing quality over quantity.

Key Skills:

• Strong financial analysis and assessment capabilities.
• Excellent negotiation and communication skills.
• Ability to build and maintain robust client relationships.
• Strategic thinking and market analysis proficiency.
• Ability to collaborate effectively with internal teams.
• Proficiency in understanding and selling financial solutions tailored to client needs.
• 2 – 6 years’ experience in a sales position with a financial background/solution selling.
• Ability to understand and analyse financial statements.
• Driver’s License (Code 08).
• Clean Credit Record.
• Familiarity with the National Credit Act.

Qualifications:

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

Contact information

Tamlyn Redmond