Portfolio Manager Liaison

2 months ago


Durban, KwaZulu-Natal, South Africa Accountancy Placements Pietermaritzburg Full time

We are seeking a highly organized and detail-oriented Portfolio Manager Liaison to join our team at Accountancy Placements Pietermaritzburg.

The ideal candidate will have a strong understanding of the financial services industry and be able to provide excellent administrative support to our portfolio managers.

Key Responsibilities:

  • Provide administrative support to portfolio managers, including diary management and marketing material coordination.
  • Implement and maintain high-quality client services experience.
  • Assist with the organization of client events.
  • Facilitate technology solutions for portfolio managers.

Requirements:

  • Knowledge of the financial services industry.
  • Understanding of FAIS and FICA legislation.
  • Relevant tertiary education or courses.
  • Experience with XPlan, DMA, Marble, and Opus.
  • Methodical, accurate, and meticulous attention to detail.


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