Portfolio Manager Liaison

18 hours ago


Cape Town, Western Cape, South Africa Accountancy Placements Pietermaritzburg Full time

At Accountancy Placements Pietermaritzburg, we are seeking a skilled Portfolio Manager Liaison to join our team. This role is an excellent opportunity for individuals who thrive in fast-paced environments and have a passion for delivering exceptional client experiences.

The ideal candidate will possess knowledge of the financial services industry and be familiar with regulations such as FAIS and FICA. A tertiary education or relevant courses will also be beneficial. Additionally, experience with XPlan, DMA, Marble, and Opus will be advantageous.

As a Portfolio Manager Liaison, you will be responsible for supporting portfolio managers with administrative tasks, implementing client services experiences, and acting as a point of contact for clients. You will also capture and prepare client records, upload related documents on XPlan, and collaborate with the events coordinator to organize client events.

We offer a competitive salary of approximately R250,000 per annum, depending on experience, along with a comprehensive benefits package. If you are a detail-oriented and methodical individual with a strong understanding of the financial services industry, please apply for this exciting opportunity.



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