Strategic Portfolio Manager
2 weeks ago
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
- 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
- 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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