Commercial Partner

A passion for maintaining and growing a portfolio - building strong relationships with small to medium business clients within the lending space.

A passion for maintaining and growing a portfolio - building strong relationships with small to medium business clients within the lending space.

About the role:

Are you a seasoned commercial professional with strong financial and lending experience? Do you have the drive to maintain and grow a diverse portfolio of clients while helping small to medium-sized businesses thrive? Ready to take your career to the next level in a role that offers a great mix of client-facing and strategic responsibilities?

You’ll be:

• Managing your own portfolio, with a focus on maintaining and expanding relationships with clients in the small to medium business sector.
• Analyse financial accounts, budgets, and cash-flow requirements
• Managing the intricacies of different financial needs and help businesses grow.
• Building strong relationships with your client base.
• Able to spot potential issues before they arise - Manage risk while identifying growth opportunities.

You know you’re right for this role if you:

• You have relationship experience/managed a portfolio of clients previously within financial services - commercial lending ideally - with the ability to assess financial statements and make sound decisions. 
• Have a natural ability to build rapport and develop long-lasting relationships with clients, particularly in the small to medium-sized business sector.
• Understand the challenges of running a business and know how to tailor solutions to meet those challenges.
• Can identify business challenges early.

You’ll thrive in this role if you:
- Have a deep passion for commercial lending and are motivated by the opportunity to develop long-term client relationships.
- Are comfortable working with complex portfolios - every business has different needs

Apply now to join a business that is truly committed to supporting clients and building long-term partnerships.

We recognise that neurodiversity is critical to a healthy, successful workplace. Our role is to uncover and advocate strengths via a psychologically safe recruitment experience. So, if a typical recruitment process doesn’t bring out your best, let us know. We want you to shine, not shy away.  
  
Next steps 
 
Apply here with a CV in MS Word. You’ll need to hold NZ citizenship, residency, or have already secured a valid visa. Want to discuss your suitability further? Find me via our website.
  
We understand some job seekers choose not to apply if a role isn’t a 100% match. We’d encourage you to apply anyway or send us your details. If this isn’t right something else might be. 

A bit about Charly, who's recruiting this role:

Full of life, Charly is ready to help you find that next great role. She can often be found watching any sport Auckland has to offer or strolling along the beach, with a cuppa tea in hand.

#SCR-charly-hickman