Portfolio Manager

5 days ago


Cape Town, Western Cape, South Africa Amicorp Group Full time
About Us

Amicorp Group is a trusted partner for businesses seeking expert corporate services. Our team of specialists provides tailored solutions to meet clients' unique needs, leveraging our extensive knowledge and experience in the industry.

Job Description

This role requires a strong understanding of key financial services and industry-related legislation, including CRS, FATCA, BEPS, GAAR, ESR, which affects clients and entities in target markets. The successful candidate will be responsible for managing a portfolio of clients, guiding them on legal, administrative and corporate activities for their companies, and promoting products and services to existing and prospective clients.

Main Responsibilities:
  • Work directly with clients to analyze and interpret regulations, procedures and documents related to their legal and fiscal opportunities.
  • Actively participate in business growth and marketing efforts with existing clients and develop new business through client referrals.
  • Maintain up-to-date local office policies and procedures in alignment with local regulations and requirements.


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