Job Description 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.
Requirements
Qualifications and Experience Required:
- A relevant tertiary qualification (e.g., B.Comm , B.Comm 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.
Benefits
What 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.
Requirements Portfolio Management