Executive Portfolio Manager

2 weeks ago


Pretoria, Gauteng, South Africa People Dimension Full time

Executive Client Portfolio Administrator

A leading financial services company in Pretoria East is seeking an experienced Executive Client Portfolio Administrator to support their Financial Planners in an office environment.

Duties & Responsibilities

  • Provide administrative support to Financial Planners, including portfolio management and executive duties.
  • Execute and manage intermediary services as defined by the FAIS act.
  • Receive and execute tasks and instructions via electronic means.
  • Prepare reports and correspondence, typing, data capturing, and CRM management.
  • Develop and maintain client relationships via email, telephone, and other communication channels.
  • Liaise with service providers and manage their execution of tasks.
  • Keep and execute minutes from meetings, conference calls, and client consultations.
  • Review and maintain ongoing client portfolios and instructions.
  • Contribute to maintaining a professional office environment.

Desired Experience & Qualification

  • Matric Qualification with a relevant bachelors qualification or related commercial subjects.
  • Basic understanding of economics, financial markets, income tax, and accounting.
  • Knowledge of insurance and investment administration and regulation.
  • Computer literacy, including MS Office and CRM systems.
  • Excellent verbal and written communication skills in Afrikaans and English.
  • A driver's license and reliable transportation.

Personal Competencies

  • Tactful, patient, and methodical with strong attention to detail.
  • Able to operate independently and prioritize activities effectively.
  • Results-oriented, energetic, and productive with the ability to show initiative.
  • Manage difficult situations calmly and be resilient under pressure.

Package & Remuneration

R 15,000 CTC per month, commensurate with experience.



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