Executive Portfolio Manager
2 weeks ago
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.
-
Executive Portfolio Manager
4 weeks ago
Pretoria, Gauteng, South Africa People Dimension Full timeJob Title: Executive Client Portfolio AdministratorPeople Dimension is seeking a highly skilled and detail-oriented Executive Client Portfolio Administrator to join their team in Pretoria East.Key Responsibilities:Support Financial Planners in an office environment through general and client portfolio administration with executive duties.Understand, execute,...
-
Executive Portfolio Manager Lead
2 weeks ago
Pretoria, Gauteng, South Africa People Dimension Full timeJob Title: Office Portfolio Administrator ManagerA leading financial organization is seeking an exceptional Office Portfolio Administrator Manager to oversee executive client portfolio administration.Key ResponsibilitiesSupervise and support team members in an office setting with executive duties including intermediary services management.Understand,...
-
Executive Portfolio Administrator
4 weeks ago
Pretoria, Gauteng, South Africa People Dimension Full timeJob Title: Executive Client Portfolio AdministratorAre you a detail-oriented and organized individual with excellent communication skills? We are seeking an Executive Client Portfolio Administrator to join our team at People Dimension.Job Summary:We are looking for a highly skilled and experienced Executive Client Portfolio Administrator to support our...
-
Portfolio Management Assistant
4 weeks ago
Pretoria, Gauteng, South Africa FNB Stockbroking and Portfolio Management (Pty) Ltd Full timeAbout the RoleWe are seeking a highly skilled and motivated Portfolio Management Assistant to join our team in FNB Stockbroking and Portfolio Management (Pty) Ltd. As a key member of our team, you will be responsible for providing administrative, trading, and client servicing support to our Portfolio Managers.Key ResponsibilitiesProvide exceptional support...
-
Office Portfolio Manager
4 weeks ago
Pretoria, Gauteng, South Africa People Dimension Full timeJob Title: Office Portfolio Administrator ManagerA leading company in the Financial sector is seeking an experienced Office Portfolio Administrator Manager to join their team in Olympus, Pretoria East.Key Responsibilities:Supervise and support Executive Client Portfolio Administrators in an office environment, ensuring the execution of intermediary services...
-
Office Portfolio Manager Lead
2 weeks ago
Pretoria, Gauteng, South Africa People Dimension Full timeJob Description:IntroductionWe are seeking an experienced Office Portfolio Administrator Manager to join our team at People Dimension. This role involves overseeing the administration of executive client portfolios and supervising team members.Duties & Responsibilities:Portfolio Oversight: Supervise and support Executive Client Portfolio Administrators in an...
-
Pretoria, Gauteng, South Africa People Dimension Full timeA prestigious firm in the finance industry is seeking an experienced Portfolio Administrator to manage executive client relationships in Pretoria East. This exciting role offers a dynamic work environment, excellent compensation package, and opportunities for career growth.About the RoleThe successful candidate will provide administrative support to...
-
Project Portfolio Manager
4 weeks ago
Pretoria, Gauteng, South Africa A 1L Realization (Pty) Ltd Full timeJob Purpose:To oversee the successful execution of a portfolio of projects, ensuring timely delivery of large-scale business solutions within specified parameters of scope, cost, and quality.Key Responsibilities:Conduct regular quality assurance sessions with project managers and cross-functional teams to guarantee the quality of output in project planning,...
-
Portfolio Manager
2 weeks ago
Pretoria, Gauteng, South Africa ES Recruitment Full timeVacancy: Portfolio Manager - Binder Oversight We are seeking a skilled Portfolio Manager to join our team at ES Recruitment. Key Responsibilities:Document processes and audit for gaps and recommendationsMonitor results and build internal and external relationshipsSupport Underwriting, Claims, and Compliance TeamsRoot Cause Analysis and Implementation of...
-
Investment Portfolio Analyst
4 weeks ago
Pretoria, Gauteng, South Africa IT Ridge Technologies Full timeJob SummaryThe Investment Portfolio Analyst will assist the Investment Analyst in providing extensive reporting, monitoring, and analysis of the investment portfolios of the Corporation. The role entails liaising with the Corporation's back and middle offices and the custodian. The incumbent will work closely with the investment analyst to ensure that key...
-
Property Portfolio Manager
23 hours ago
Pretoria, Gauteng, South Africa People Dimension Full timeJob Title: Property Portfolio ManagerWe are seeking a highly skilled and experienced Property Portfolio Manager to join our team at People Dimension.About the Role:This is an exciting opportunity for a seasoned property professional to take on a leadership role in managing a portfolio of residential or commercial properties.The successful candidate will be...
-
Senior Portfolio Analyst
2 weeks ago
Pretoria, Gauteng, South Africa IT Ridge Technologies Full timeJob SummaryThe Senior Portfolio Analyst will assist the Investment Analyst in providing extensive reporting, monitoring, and analysis of the investment portfolios of IT Ridge Technologies. The role entails liaising with the corporation's back and middle offices and the custodian.Key Accountabilities, Measures & InterfacesAssist the Investment Analyst with...
-
Blood Portfolio Manager
2 days ago
Pretoria, Gauteng, South Africa MNA Recruitment Full timeA leading pharmaceutical company, MNA Recruitment, is seeking a skilled Business Unit Head to oversee the Blood and Transfusion Portfolios. This high-profile role involves managing key portfolios, including Bioscience and Pathology/RDT, to optimize growth and profitability.The successful candidate will drive top-line growth by developing and implementing...
-
Financial Services Portfolio Coordinator
23 hours ago
Pretoria, Gauteng, South Africa People Dimension Full timeAbout UsPeople Dimension, a leading company in the Financial sector, is seeking a skilled Executive Client Portfolio Administrator to join our Pretoria East office.Job Summary:We are looking for an individual with excellent administrative skills and a strong understanding of financial services to support our Financial Planners in a dynamic office...
-
High Net Worth Relationship Manager
4 weeks ago
Pretoria, Gauteng, South Africa Keller Executive Search Full timeWe are seeking a highly skilled High Net Worth Relationship Manager to join our team at Keller Executive Search. As a key member of our Wealth Management division, you will be responsible for driving business development and building relationships with high net worth individuals and institutional investors.Key Responsibilities:Develop and execute business...
-
Wealth Portfolio Assistant
23 hours ago
Pretoria, Gauteng, South Africa People Dimension Full timeSynopsis:A leading financial services company in Pretoria seeks an experienced Wealth Advisor/Assistant to join their dynamic team.Job Description: Assist Financial Planners in administrative tasks, ensuring seamless execution of client transactions and portfolio management. Conduct thorough research on insurance products, stay updated on industry trends,...
-
Product Manager
2 weeks ago
Pretoria, Gauteng, South Africa ES Recruitment Full time{"PURPOSE OF THE JOB"}The Product Manager will be responsible for driving profitable growth of existing products and identifying new opportunities to enhance our product portfolio. The ideal candidate will have a unique blend of business and technical savvy, with a big-picture vision and the drive to make that vision a reality.Key responsibilities include...
-
Lead Research Portfolio Strategist
2 days ago
Pretoria, Gauteng, South Africa Qetello Holdings Full timeJob SummaryWe are seeking an experienced Lead Research Portfolio Strategist to join our team at Qetello Holdings. This is a critical role that requires strong leadership and strategic thinking skills to drive the growth of our research portfolio.Key ResponsibilitiesPortfolio Development: Develop and implement a comprehensive strategy to grow our clinical...
-
Fixed Income Portfolio Manager
1 week ago
Pretoria, Gauteng, South Africa The Recruitment Council Full timeJob Title: Head of Fixed IncomeLocation: Centurion, Gauteng, South AfricaPosition Type: PermanentRemote Opportunity: Some of the timeRole Overview:The successful candidate will lead a high-performing team responsible for driving fixed income investment strategies. This leadership role requires expertise in capital markets, investment strategies, and risk...
-
Senior Portfolio Manager
2 weeks ago
Pretoria, Gauteng, South Africa FirstRand group Full timeJob DescriptionAbout the RoleWe are seeking a seasoned Banking professional to join our team as a Senior Portfolio Manager in our Commercial Sales and Service Division.Key ResponsibilitiesDeliver exceptional customer service through adherence to quality service standards.Drive sales targets under guidance and supervision, performing end-to-end deal...