Client Portfolio Manager

3 days ago


Johannesburg, Gauteng, South Africa FNB Namibia Full time

In this role, you will be responsible for managing a portfolio of high net worth individuals and businesses, providing them with tailored financial solutions to meet their unique needs.

Your key responsibilities will include:

  • Developing and implementing effective strategies to retain existing clients and acquire new ones.
  • Providing exceptional customer service by responding promptly to client inquiries and resolving any issues in a timely manner.
  • Conducting thorough analysis of client portfolios to identify areas of growth and opportunities for increased revenue.
  • Staying informed about market trends and regulatory requirements.

We offer a competitive salary and benefits package, as well as opportunities for career advancement and professional growth.

To be considered for this role, you must have a Bachelor's degree in Finance, Economics, or Accounting, and at least 2-3 years' experience in sales or service within a financial environment.



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