JobMesh

Portfolio Manager

Westpac · AU

Create your best future and join Westpac as a Portfolio Manager. What’s the role? You’ll manage a portfolio of invoice finance customers, helping businesses...

Job description

Create your best future and join Westpac as a Portfolio Manager. What’s the role?: You’ll manage a portfolio of invoice finance customers, helping businesses access funding tied up in their unpaid invoices so they can manage cash flow and grow with confidence. You’ll build strong relationships with customers across a range of industries and stay close to how their businesses are performing. That includes regular conversations with senior leaders such as Directors and CFOs, understanding what’s changing in their business, and working with internal teams to support the right outcomes. You’ll complete regular reviews, support updates to existing facilities, and help assess new requests when needed. With a new product platform in place, you’ll play a key role in proactively engaging customers and ensuring they feel supported throughout the life of their facility. This is a full time, hybrid role based in Melbourne Naarm, Wurundjeri Country or Sydney Warrane, Gadigal Country. What do I need?: - Experience in invoice finance, receivables finance, trade finance, or a related working capital product - Ability to review customer information and make balanced decisions - Confidence building...