Portfolio Management Specialist

6 days ago


Paarl, Western Cape, South Africa Frank Consult Full time

About Frank Consult

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Frank Consult is a leading FinTech company that is revolutionising the financial services industry through its innovative web application. We are committed to providing our clients with simple, effective solutions that drive success.

Job Title: Senior Account Manager

We are seeking an experienced Senior Account Manager to join our team in Paarl, South Africa. As a key member of our team, you will be responsible for managing a portfolio of 20–30 adviser practices and playing a crucial role in strengthening and maintaining client relationships.

About the Role

  • Serve as the primary point of contact for customer account management.
  • Develop and maintain strong, long-lasting client relationships.
  • Lead and resolve complex client challenges in collaboration with internal teams.
  • Ensure the timely delivery of management and payment reports.
  • Work closely with cross-functional teams to improve service delivery.
  • Maintain data accuracy and integrity.
  • Train, mentor, and support junior account managers.
  • Identify opportunities for process improvements.

Requirements

  • Bachelor's degree or diploma in finance or a related field (essential).
  • Minimum of 2 years' experience in a leadership position (essential).
  • Experience in South Africa's financial services or financial planning industry (advantageous).
  • Proven expertise in managing large datasets.
  • Advanced Excel skills.
  • Strong analytical and problem-solving abilities.
  • Proficient in a variety of software and tools.
  • Self-motivated and proactive, with a collaborative approach.
  • Meticulous attention to detail and accuracy.
  • Excellent organisational and administrative capabilities.
  • Exceptional verbal and written communication skills in English and Afrikaans.

Benefits

  • Market-related salary + group benefits.
  • Hybrid work arrangement in Paarl, South Africa.


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