- Client and Stakeholder Management: Act as the primary liaison between clients and internal teams. Oversee the preparation and maintenance of comprehensive client documentation and communications.
- Strategic Administration: Handle all administrative aspects of client portfolios, including record keeping, drafting reports, and ensuring compliance with service agreements.
- Financial Oversight: Monitor fee structures, manage invoicing, and ensure profitability of the client portfolio.
- Leadership and Development: Lead and mentor the client management team, promoting a culture of high performance and continuous improvement.
- Problem Solving: Analyze complex business scenarios and select optimal solutions, driving efficiency and effectiveness.
- Record Keeping: Maintain meticulous records for each client, ensuring all data is up-to-date and accurately reflects current arrangements.
- Administration: Efficiently manage daily administrative tasks to support the operational needs of client portfolios.
- Financial Management: Oversee financial transactions related to client accounts, including billing and fee assessments.
- Client Relationship Management: Build and maintain strong relationships with clients, ensuring all communications and services meet their needs.
- Meeting Coordination: Organize and facilitate MANCO meetings, ensuring all relevant documents and reports are prepared and distributed timely.
- Education: Bachelor's degree in Commerce, Law, Finance, or a related field. Professional certifications like CFP are highly advantageous.
- Experience: At least 5 years of experience in a similar role within the financial services industry.
- Skills: Advanced knowledge of corporate employee benefits within the industry's regulatory and legislative framework, excellent communication skills, adept at problem-solving and multi-tasking.
-
Portfolio Manager
Found in: Job Placements ZA C2 - 4 days ago
Pillango Placements Pretoria, South AfricaKey Responsibilities:Client and Stakeholder Management: Act as the primary liaison between clients and internal teams. Oversee the preparation and maintenance of comprehensive client documentation and communications. · Strategic Administration: Handle all administrative aspects o ...
-
Portfolio Manager
Found in: Talent ZA 2A C2 - 4 days ago
The Recruitment Council Pretoria, South AfricaUnlock unparalleled growth opportunities and take your career to new heights with our client as a Portfolio Manager where you will be constructing and managing investment portfolios based on the investment mandate and client requirements and within the Outcomes Based Investment p ...
-
Office Portfolio Administrator Manager
Found in: Talent ZA C2 - 5 days ago
People Dimension Pretoria, South Africa Full timeIntroduction · A leading company in the Financial sector is looking for an Office Portfolio Administrator Manager to join their company based in Olympus, Pretoria East. · Duties & Responsibilities · Supervise and support Executive Client Portfolio Administrators in an office envi ...
-
Portfolio Manager
Found in: Talent ZA C2 - 5 days ago
MMI Holdings Ltd Centurion, South Africa PermanentClosing Date2023/03/31Reference NumberMMH Job TitlePortfolio ManagerPosition TypePermanentRole FamilyOperationsClusterMomentum Insure Company LimitedRemote OpportunitySome of the timeLocation - CountrySouth AfricaLocation - ProvinceGautengLocation - Town / CityCenturionIntroducti ...
-
Portfolio Manager
Found in: Executive Placements ZA C2 - 22 hours ago
The Recruitment Council Sandton, South AfricaAre you a seasoned Portfolio Manager with a passion for navigating the complexities of Hedge Funds? An esteemed financial services firm, renowned for its innovative strategies and commitment to excellence, is seeking a talented individual to join its elite team. You will need to ...
-
Senior Portfolio Manager
Found in: Talent ZA C2 - 5 days ago
Dimension Data Sandton, South AfricaFunctieomschrijving · Requirements · Provide in-depth portfolio, fundamentals of portfolio management, overall capital planning and investment process services · Responsible for maintaining appropriate risk allocation, managing portfolio liquidity requirements, monitoring investm ...
-
Commercial Property Finance Portfolio Manager
Found in: Talent ZA C2 - 3 days ago
Manpower Group SA (Pty) Ltd Randburg, South AfricaROLE PURPOSE: · To grow revenue, manage debt portfolio and maintain quality of collateral in line with the company's objectives over time. This includes to identify, source and secure multi-unit residential loans (with associated commercial property) with appropriate clients, to ...
-
Manager: Portfolio Optimization Quality Assurance
Found in: Talent ZA 2A C2 - 3 days ago
TalentCru Sandton, South AfricaThe purpose of the role is to oversee, ensure and manage the Quality and Timeliness of Committee submissions before final review by the Divisional Executive. Quality refers to raising the technical elements including - strategic rationale and value creation aspects. · Assist CSG ...
-
Junior Investment Analyst
Found in: Talent ZA C2 - 5 days ago
IT Ridge Technologies Pretoria, South Africa Full timeThe purpose of this role is to assist the Investment Analyst in providing extensive reporting, monitoring and analysis of the investment portfolios of the Corporation and the establishment and upkeep of the systems to support these functions. The role also entails liaising with t ...
-
Private Equity Analyst/Associate EE only
Found in: Executive Placements ZA C2 - 4 days ago
People Source Pretoria, South AfricaPrivate Equity Analyst/Associate - R to R EE only. Rare opportunity for a high achieving CA(SA) or Honours degree in Finance or Economics or BBus Science with 2 to 3 years of corporate finance, private equity, Leverage Finance or Equity Analysis experience with strong financial m ...
-
head of investigations x1
Found in: Executive Placements ZA C2 - 1 day ago
HR Genie Pretoria, South AfricaMain purpose: To lead and oversee the delivery of provincial portfolios of projects and programmes in accordance with predetermined quality standards and project management principles, ensuring optimal business delivery and in support of the Multi-disciplinary approach ("MDA") to ...
-
Sales Executive
Found in: Job Placements ZA C2 - 4 days ago
MF Spa & Beauty Placements Pretoria, South Africa Full timeSALES EXECUIVE - Skin Care, Body Therapies & Slimming · GAUTENG NORTH (Pretoria / Midrand, Polokwane, etc.) - South Africa · START: June 2024 · REPORT TO: National Sales Manager · TRADING HOURS & SHIFTS: · Monday to Friday 08:00 - 17:00 · COST TO COMPANY & BENEFITS: · R14,000 Ba ...
-
Campaign Manager
Found in: Talent ZA C2 - 1 day ago
ARCS Pretoria, South AfricaWe are seeking a highly motivated Campaign Manager to join our Client. · The ideal candidate will possess intermediate Excel certification, impeccable attention to detail, excellent communication skills, and the ability to work autonomously. Creativity in drafting new SMS or ema ...
-
Looking for Discovery Tied Agents
Found in: Talent ZA C2 - 5 days ago
Status Asset Management Pretoria, South Africa Full timeLocation: East Rand, Nelspruit, Durban, Western-Cape, Gauteng · We are seeking a knowledgeable and energetic Discovery Tied Agent who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or hers ...
-
Graphic Designer
Found in: Job Placements ZA C2 - 4 days ago
The Talent Room Pretoria, South Africa Full timeWe are seeking a talented Graphic Designer to join our dynamic team at Hatfield Motor Group. The ideal candidate will have a passion for design, proficiency in Adobe Creative Suite, and experience in other design software. While motor industry experience is a definite plus, we we ...
-
External Sales executive
Found in: Executive Placements ZA C2 - 4 days ago
First Degree Recruitment Pretoria, South AfricaFantastic opportunity for a Senior Sales Executive with an automotive parts company based in Pretoria, Gauteng. · Duties: · Manages and builds customer relationships with existing and new company owners to ensure the achievement of sales targets. · Adheres to weekly and/or mont ...
-
Portfolio Administrator
Found in: Talent ZA C2 - 5 days ago
Pillango Placements Pretoria, South AfricaAs a Portfolio Assistant, you will provide essential administrative support and manage day-to-day operations related to clients' portfolios. You will act as the backbone of client service management, ensuring all administrative tasks are performed meticulously and efficiently. Yo ...
-
Executive Manager: Office of the CEO
Found in: Job Placements ZA C2 - 4 days ago
Banqobi Consulting Pretoria, South AfricaROLE OVERVIEW · Reporting directly to the CEO, the successful candidate will be responsible for the strategic and operational management of the Office of the CEO. The incumbent will further support the CEO in leading and directing key operational areas within the company in order ...
-
Senior Manager – Leadership and Development Journey
Found in: Executive Placements ZA C2 - 1 day ago
Professional Sourcing Pretoria, South AfricaSenior Manager Leadership and Development Journey · Location: Pretoria, Gauteng · Preference will be given to BBBEE candidates due to BEE requirements. · Position Overview: · The purpose of this role is the shaping and implementing of the institutions strategy for leadershipdev ...
-
Deputy Chief Investment Officer
Found in: Talent ZA 2A C2 - 3 days ago
The Recruitment Council Pretoria, South AfricaAre you a seasoned investment professional seeking a pivotal role in a leading financial services firm? Our esteemed client, a prominent player in the financial industry, is actively searching for a Deputy Chief Investment Officer to join their accomplished team. The Deputy Chief ...
Portfolio Manager - Pretoria, South Africa - Pillango Placements
Description
This role offers an incredible opportunity to develop professionally while managing a significant portfolio of diverse clients, including top corporate and individual accounts. If you thrive in a dynamic environment where problem-solving and client service excellence are paramount, we invite you to apply.Key Responsibilities:
The final remuneration package offered by the employer will be determined based on market standards, considering the candidate's qualifications, skills, and level of experience. The employer retains the prerogative to provide a remuneration package that aligns with industry norms and the specific attributes of the selected candidate.