Senior Portfolio Executive

6 days ago


Cape Town, Western Cape, South Africa Persona Staff Full time
About the Role

At Persona Staff, we are seeking an experienced Senior Portfolio Executive to join our team. This is a unique opportunity to leverage your skills and expertise in financial management, leadership, and client service.

Key Responsibilities
  • Reconcile and prepare account statements for timely payment.
  • Audit council accounts to ensure accuracy and compliance.
  • Participate in monthly management meetings with clients to discuss portfolio performance and provide strategic insights.
  • Prepare comprehensive management reports for clients to inform their business decisions.
  • Implement effective credit control measures to minimize risk.
  • Perform general ad hoc duties as required.
Requirements

We are looking for a highly motivated and organized individual with a strong background in finance, preferably with a BCom degree or equivalent. A minimum of 3-4 years of experience in a similar role, combined with excellent computer literacy, organizational skills, and bilingual proficiency in Afrikaans and English, is essential. Additionally, you should possess strong Excel skills, be deadline-driven, and have excellent problem-solving abilities.

Salary and Benefits

The estimated salary range for this position is between R550,000 and R750,000 per annum, commensurate with experience. We offer a competitive benefits package, including medical aid, life insurance, and generous leave entitlements.



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