Portfolio Manager Associate

1 month ago


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

As a Portfolio Manager Associate at Accountancy Placements Pietermaritzburg, you will be responsible for contributing to the administration of client portfolios, supporting portfolio managers with office management tasks, and providing operational support to ensure seamless client services. Key requirements include knowledge of the financial services industry, understanding of FAIS and FICA legislation, and experience with XPlan and related systems.

Key Responsibilities:

  • Manage client portfolio administration, ensuring accurate and timely completion of tasks.
  • Support portfolio managers with general office management tasks, including diary management, marketing material preparation, and client communication.
  • Act as the primary point of contact for clients, providing exceptional service and resolving issues in a timely manner.
  • Contribute to the implementation of client services experience, ensuring a positive and personalized experience for clients.
  • Provide operational support, including administrative tasks, data entry, and document management.
  • Assist with the organization of client events, collaborating with the events coordinator to ensure successful execution.
  • Troubleshoot technology issues experienced by portfolio managers, working closely with the IT support team to resolve problems efficiently.


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