Executive Portfolio Manager

1 month ago


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

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

Job Summary:

The successful candidate will be responsible for providing administrative support to our Financial Planners, ensuring the smooth execution of client portfolios and intermediary services. This role requires a strong understanding of financial markets, income tax, and accounting principles, as well as excellent communication and organizational skills.

Key Responsibilities:

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

Requirements:

  • Matric qualification.
  • A relevant bachelor's qualification or at least matric with mathematics and/or commercial subjects such as accounting, economics, etc.
  • 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 15 000 CTC pm. (Salary commensurate with experience)



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