Strategic Portfolio Manager

2 weeks ago


Cape Town, Western Cape, South Africa Old Mutual Full time
Job Title: Strategic Portfolio Manager

We are seeking a highly skilled Investment Specialist to join our team in Gauteng, South Africa.

The successful candidate will be responsible for managing a portfolio of existing large Corporate clients and will be individually accountable for achieving results through own efforts over periods of 3 months to a year.

Key Responsibilities:
  • Manage a portfolio of existing large Corporate clients to retain and grow the business
  • Responsible for retention of assets for existing clients and managing all contracted client deliverables
  • Manage various levels of client relationships and develop proactive retention strategies for key clients
  • Provide investment report backs to boards of Trustees, Manco's, Employers and Intermediaries, addressing all client Investment queries within SLA requirements
  • Reduce levels of risk by proactively addressing areas of concern and provide alternative solutions with dissatisfaction of current products
  • Collaborate effectively with internal stakeholders and third parties as determined by client needs to achieve retention results
Requirements:
  • Matura (Matric) and relevant business or financial degree
  • 3-5 years' experience in investments, preferably in managing large clients
  • Excellent presentation skills, communication skills and stakeholder management experience
What We Offer:
  • A competitive salary between R850,000 - R1,200,000 per annum, depending on experience
  • A comprehensive benefits package including medical aid, retirement fund and leave

Please note that the estimated salary range is based on industry standards for this role in Gauteng, South Africa.



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