Portfolio Manager

2 months ago


Sandton, South Africa Pathfinders Consulting Pty (LTD) Full time
Why This Role?

Are you a results-driven professional with a passion for building lasting relationships and navigating the dynamic world of financial services? Our client, a leader in the mining rehabilitation space, is looking for a Portfolio Manager to manage a growing portfolio of clients, lead financial process efficiencies, and drive new business acquisition.

This is your opportunity to take on a high-impact role where you'll work with key stakeholders in one of South Africa’s most crucial sectors. If you're ready to lead innovation and make a meaningful impact, this is the role for you.

Key Responsibilities:
  • Client Relationship Management: Maintain and grow an existing portfolio through effective relationship management, ensuring client satisfaction and financial wellness.
  • Financial Acumen: Analyze and interpret financial data, including actuarial information, budgets, and financial statements, to provide strategic insights and value to clients.
  • Business Development: Identify and pursue opportunities to expand the portfolio, ensuring new business growth and long-term client partnerships.
  • Stakeholder Engagement: Work closely with internal departments and engage with executives at client organizations to deliver customized financial solutions.
  • Continuous Improvement: Lead change and drive innovation, continuously enhancing services and solutions offered to clients.


RequirementsQualifications and Experience Required:
  • A relevant tertiary qualification (e.g., Bm, Bm Accounting).
  • FAIS Compliant with a minimum of 5 years’ experience in client services and operations, preferably within the insurance or financial services sector.
  • Proven experience in managing business operations and financial portfolios.
  • Experience with the Cell Captive Insurance Model is a plus.


BenefitsWhat Our Client Offers:
  • Career Development: A chance to grow within an influential and dynamic sector.
  • Impactful Work: Contribute to the important work of mining rehabilitation, ensuring sustainability in the industry.
  • Supportive Team: Join a collaborative, diverse, and inclusive workplace.
  • Competitive Package: Enjoy a market-related salary, benefits, and the opportunity to work with forward-thinking professionals.

If you are a strategic thinker with a proven track record of relationship management, business growth, and financial expertise, our client is eager to hear from you This is an exciting opportunity to join a team that values integrity, accountability, and excellence.


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