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Portfolio Management Executive

1 week ago


Durban, KwaZulu-Natal, South Africa Alexforbes Full time
About the Role:
The Client Services Director is responsible for managing a portfolio of clients and a team of consultants servicing those clients. The ideal candidate will have strong knowledge of the healthcare industry and medical schemes act, relevant health insurance acts, FAIS and related legislation.

Main Responsibilities:
  • Manage a portfolio of clients and a team of consultants servicing those clients.
  • Oversee office workflow systems incorporating data processing and computer hardware options.
  • Prepare work schedules and assign duties to operations personnel ensuring efficient operation of functional areas.
  • Report on operating functions of departments or branches via required and special reports.
  • Direct employee training to improve efficiency and ensure conformance to standard procedures and practices.

Key Skills:
  • Strong business acumen.
  • Excellent leadership and management skills.
  • Ability to multitask and delegate where appropriate.
  • Strong client service orientation and ability to interact with clients.