About the position
- The Regional Portfolio Manager is entrusted with leading the planning, coordination,execution, and continuous development of client service integration
- This role supports both project-based and operational initiatives across multiple client portfolios, ensuring service delivery meets the strategic objectives of the client.
- Central to this responsibility is the ability to establish governance frameworks that enable efficient delivery within complex, multi-system environments, aligned to contractual expectations and agreed service levels.
- Acting as the primary client liaison, the Regional Portfolio Manager cultivates long-term stakeholder relationships and provides consistent leadership in translating client
- expectations into actionable project plans.
- The role requires meticulous management of service outcomes, documentation, and communication processes, while ensuring compliance with internal policy, established standards, and Code of Conduct.
- Collaboration across internal departments is key, with the Regional Portfolio Manager facilitating seamless coordination and oversight of service structures tailored to client
- requirements.
- This includes managing all phases of client engagement from scoping and delivery to maintenance while continuously seeking opportunities for service enhancement and client satisfaction.
- The position demands strategic foresight, operational diligence, and interpersonal acumen to ensure portfolio success, retention, and growth.
Focus Areas:
- Business Analysis
- Project Management
- Service Delivery Management
Minimum Requirements:
Essential:
- Strong Business Analysis capabilities
- Proven ability to plan and deliver projects
- Service Delivery Management experience
- Hands-on knowledge of Agile & Scrum methodologies
- Risk management expertise
- Experience in Change Management
- The role may occasionally require extended working hours beyond the standard schedule, in exceptional cases and in response to operational demands.
- Flexibility to commit to overtime is essential to support project delivery timelines and client needs.
- Candidates must be willing and able to undertake short-term travel, both domestically and internationally, as needed for client meetings, project deployment, or cross-functional collaboration.
Knowledge & Skills:
- Stakeholder engagement, formal documentation, and effective cross-functional collaboration.
- Extensive experience in client liaison and service delivery management.
- Managing multiple client portfolios simultaneously, balancing competing priorities, and delivering tailored services across diverse engagements.
- Solid understanding of project management methodologies and tools.
- Proven capability to operate within multi-client, multi-system environments, effectively adapting to dynamic business landscapes while maintaining high service standards.
- Skilled in preparing and managing project proposals and client documentation, ensuring protocols, compliance standards, and operational objectives
- Familiarity with banking operations and industry protocols at a functional level, offering valuable insight and contextual understanding to financial service delivery.
- Subject matter expertise in client service delivery, providing strategic leadership, guidance, and operational oversight across client engagements.
- Strong ability to develop and sustain long-term client portfolio relationships, while successfully executing business analysis, project management, and service delivery tasks aligned to performance goals.
Experience:
- Minimum of 3 years experience in a Regional Portfolio Manager or comparable leadership role,
- Skilled in developing comprehensive business cases that include detailed cost-benefit analyses, technical documentation, process mapping, and flow diagrams, with a strong grasp of system engineering principles.
- Extensive background in client engagement and service delivery
- Hands-on experience applying project management frameworks, including Agile and SCRUM methodologies
- Proven track record in motivating, managing, and leading cross-functional teams across delivery and support functions
- Experienced in handling confidential or sensitive business information within security conscious environments, adhering to strict data governance protocols.
- Demonstrated expertise in program, portfolio, and project management, from strategic planning through to execution and post-implementation review.
- Solid understanding of financial and banking industry dynamics
- Advanced conflict resolution and dispute management skills
- Well-developed knowledge of risk management principles and practices, with experience in identifying, mitigating, and monitoring operational and project-related risks.
- Ability to build and maintain trusted relationships across multiple client portfolios while actively managing service delivery and business engagement.
- Subject matter expert in service management, providing strategic guidance and operational leadership.
- Capable of interpreting complex technical and operational concepts and translating them into clear, actionable information for diverse audiences.
- Comfortable working under pressure and managing multiple responsibilities within a dynamic, fast-paced environment
Qualifications
- A completed national diploma or bachelor's degree in a relevant discipline
Desired Skills:
- Service Delivery Management
- Business Analysis
- Portfolio Management
- Project management
- Program management
- data governance
