Portfolio Management Professional

3 days ago


Centurion, Gauteng, South Africa Profession Hub Full time

At Profession Hub, we are seeking a Portfolio Management Professional to join our team. With an estimated salary of $70,000 - $90,000 per year, this position offers a competitive compensation package.

Job Description:

In this role, you will be responsible for managing and regularly updating clients' portfolios. You will also communicate with clients to stay up-to-date with their financial status and build and maintain your client base.

Required Skills and Qualifications:
  • Valid driver's license with own transport
  • Aged 23+
  • Knowledge of the insurance industry
  • Proficient in Word, Excel, Outlook, and PowerPoint
  • Sense of ownership and pride in your performance and its impact on the company's success
  • Critical thinking and problem-solving skills
  • Team player
  • Good time-management skills
  • Great interpersonal and communication skills
  • Analytical thinking skills and the ability to assess clients' needs.
  • Excellent communication abilities, including writing, speaking and active listening.
  • Effective sales, presentation, and customer service skills
  • Good organisation and time management skills


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