Portfolio Manager

4 weeks ago

PTA East, South Africa Adzuna ZA B C2 Full time
Key Responsibilities:
  • Client and Stakeholder Management: Act as the primary liaison between clients and internal teams. Oversee the preparation and maintenance of comprehensive client documentation and communications.
  • Strategic Administration: Handle all administrative aspects of client portfolios, including record keeping, drafting reports, and ensuring compliance with service agreements.
  • Financial Oversight: Monitor fee structures, manage invoicing, and ensure profitability of the client portfolio.
  • Leadership and Development: Lead and mentor the client management team, promoting a culture of high performance and continuous improvement.
  • Problem Solving: Analyze complex business scenarios and select optimal solutions, driving efficiency and effectiveness.
Key Performance Areas:
  1. Record Keeping: Maintain meticulous records for each client, ensuring all data is up-to-date and accurately reflects current arrangements.
  2. Administration: Efficiently manage daily administrative tasks to support the operational needs of client portfolios.
  3. Financial Management: Oversee financial transactions related to client accounts, including billing and fee assessments.
  4. Client Relationship Management: Build and maintain strong relationships with clients, ensuring all communications and services meet their needs.
  5. Meeting Coordination: Organize and facilitate MANCO meetings, ensuring all relevant documents and reports are prepared and distributed timely.
Required Qualifications and Skills:
  • Education: Bachelors degree in Commerce, Law, Finance, or a related field. Professional certifications like CFP are highly advantageous.
  • Experience: At least 5 years of experience in a similar role within the financial services industry.
  • Skills: Advanced knowledge of corporate employee benefits within the industrys regulatory and legislative framework, excellent communication skills, adept at problem-solving and multi-tasking.
NOTE: We ONLY accept online applications. We do not consider direct applications via Whatsapp or email.

The final remuneration package offered by the employer will be determined based on market standards, considering the candidate's qualifications, skills, and level of experience. The employer retains the prerogative to provide a remuneration package that aligns with industry norms and the specific attributes of the selected candidate.

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