Executive Portfolio Manager

2 months ago


Pretoria, Gauteng, South Africa People Dimension Full time
Executive Client Portfolio Administrator

We are seeking a highly skilled and detail-oriented Executive Client Portfolio Administrator to join our team at People Dimension.

About the Role:

  • Support Financial Planners in an office environment through general and client portfolio administration with executive duties.
  • Understand, execute, and manage intermediary services as defined by the FAIS act.
  • Receive and execute tasks and instructions via various channels.
  • Prepare reports and correspondence, typing, data capturing, and CRM.
  • Maintain client relationships and liaise via email, telephone, etc.
  • Liaise with service providers, instruct, and manage their execution.
  • Keep and execute minutes in meetings, conference calls, or client consultations.
  • Review and maintain ongoing instructions and client portfolios.
  • Contribute to maintaining a professional office environment.

Requirements:

  • Matric qualification.
  • A relevant bachelor's qualification or at least matric with mathematics and/or commercial subjects.
  • Basic understanding of economics, financial markets, income tax, and accounting.
  • Knowledge of insurance and investment administration and understanding of regulation.
  • Computer literacy (MS Office), understanding of CRM systems, swift accurate typing skills.
  • Afrikaans and English with good communication, verbal, and writing skills.
  • Driver's license and own reliable transport.

Personal Competencies:

  • Tactful, patient, group-oriented team player, methodical, detail-conscious, accurate, and tidy.
  • Able to operate independently.
  • Results-oriented, energetic, productive, and able to show initiative.
  • Ability to prioritize activities and adjust effectively.
  • Manage difficult situations calmly, with optimism, and be resilient under pressure.

Package and Remuneration:

R CTC pm. (Salary commensurate with experience)

Interested candidates should mail their CV, qualification copies, and a profile photo to People Dimension.

Shortlisted applicants will be contacted within 2 weeks. If you do not hear from us by then, your application for this position was unsuccessful, but you have been added to our database for future vacancies.



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