Portfolio Manager

4 months ago

Sandton, South Africa Pathfinders Consulting Pty (LTD) Full time

**Why This Role?**:
Are you a results-driven professional with a passion for building lasting relationships and navigating the dynamic world of financial services? Our client, a leader in the mining rehabilitation space, is looking for a **Portfolio Manager** to manage a growing portfolio of clients, lead financial process efficiencies, and drive new business acquisition.

This is your opportunity to take on a high-impact role where you'll work with key stakeholders in one of South Africa’s most crucial sectors. If you're ready to lead innovation and make a meaningful impact, this is the role for you.

**Key Responsibilities**:

- ** Client Relationship Management**: Maintain and grow an existing portfolio through effective relationship management, ensuring client satisfaction and financial wellness.
- ** Financial Acumen**: Analyze and interpret financial data, including actuarial information, budgets, and financial statements, to provide strategic insights and value to clients.
- ** Business Development**: Identify and pursue opportunities to expand the portfolio, ensuring new business growth and long-term client partnerships.
- ** Stakeholder Engagement**: Work closely with internal departments and engage with executives at client organizations to deliver customized financial solutions.
- ** Continuous Improvement**: Lead change and drive innovation, continuously enhancing services and solutions offered to clients.

**Requirements**:
**Qualifications and Experience Required**:

- A relevant tertiary qualification (e.g., **B.Comm**, **B.Comm Accounting**).
- ** FAIS Compliant** with a minimum of **5 years’ experience** in client services and operations, preferably within the insurance or financial services sector.
- Proven experience in managing business operations and financial portfolios.
- Experience with the **Cell Captive Insurance Model** is a plus.

**Benefits**:
**What Our Client Offers**:

- ** Career Development**: A chance to grow within an influential and dynamic sector.
- ** Impactful Work**: Contribute to the important work of mining rehabilitation, ensuring sustainability in the industry.
- ** Supportive Team**: Join a collaborative, diverse, and inclusive workplace.
- ** Competitive Package**: Enjoy a market-related salary, benefits, and the opportunity to work with forward-thinking professionals.

If you are a strategic thinker with a proven track record of relationship management, business growth, and financial expertise, our client is eager to hear from you This is an exciting opportunity to join a team that values integrity, accountability, and excellence.

Degree FAIS Compliant

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