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How did you end up as a portfolio manager at The Fulcrum Group?
My career started in the banking sector as an admin clerk and then personal assistant to a regional manager.
Just over twenty years ago, I was asked if I would like to get involved with Premium Finance. At that time, it was a new product offered to clients of this particular bank. Naturally, I accepted and it was the best decision I have ever made. Four years ago, Fulcrum invited me for a job interview and I was then offered the position of Portfolio Manager for the Western & Eastern Cape.
What skills or traits make someone a highly successful Portfolio Manager?
Relationship building is key to the success of a Portfolio Manager. Showing honesty, trustworthiness and integrity is very important when interacting with clients. Being organised, proactive and a good listener is what I pride myself on.
Tell me the parts of your day that make you think “Yes! This is why I love my job.”
I thoroughly enjoy dealing with clients and brokers on a daily basis, some of whom I have known for over 20 years. Being able to offer companies a financing solution which doesn’t impact their cash flow requirements is the reason why I am so passionate about Premium Finance. Structuring a deal in order to accommodate a client or broker’s request and achieving the desired outcome is incredibly rewarding!
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