287 Portfolio Management jobs in South Africa

Manager, Portfolio Management

Johannesburg, Gauteng Standard Bank of South Africa Limited

Posted 19 days ago

Job Viewed

Tap Again To Close

Job Description

Overview

Business Segment: Personal & Private Banking

Location: ZA, undefined, Johannesburg, 30 Baker Street

To lead and drive the implementation of the Credit strategy for the dedicated portfolio in Originations, driving monitoring and enhancements of the strategies to allow for adherence to credit risk appetite, and to lead Data Automation and Reporting of the dedicated portfolio. To provide leadership, support and quality assurance to the team to execute all Credit Risk process activities in order to manage risk,achieve targets and align to best practices.

Qualifications
  • Completed Matric
  • Degree - Mathematical Sciences, Risk Management, Quantitative Studies
Experience
  • 5 years and more - The role requires an individual with a proven capability leading people across the full dimension of the Credit Risk field, such as originations, account management, collectionsand payments. Banking experience, portfolio analysis and/or credit risk management.
Additional Information
  • Adopting Practical Approaches
  • Articulating Information
  • Directing People
  • Documenting Facts
  • Compliance
#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Manager, portfolio management

Johannesburg, Gauteng Standard Bank Of South Africa Limited

Posted today

Job Viewed

Tap Again To Close

Job Description

permanent
Overview Business Segment: Personal & Private Banking Location: ZA, undefined, Johannesburg, 30 Baker Street To lead and drive the implementation of the Credit strategy for the dedicated portfolio in Originations, driving monitoring and enhancements of the strategies to allow for adherence to credit risk appetite, and to lead Data Automation and Reporting of the dedicated portfolio. To provide leadership, support and quality assurance to the team to execute all Credit Risk process activities in order to manage risk,achieve targets and align to best practices. Qualifications Completed Matric Degree - Mathematical Sciences, Risk Management, Quantitative Studies Experience 5 years and more - The role requires an individual with a proven capability leading people across the full dimension of the Credit Risk field, such as originations,
This advertiser has chosen not to accept applicants from your region.

Manager, portfolio management

Johannesburg, Gauteng Standard Bank Of South Africa Limited

Posted today

Job Viewed

Tap Again To Close

Job Description

permanent
Overview Business Segment: Personal & Private Banking Location: ZA, undefined, Johannesburg, 30 Baker Street To lead and drive the implementation of the Credit strategy for the dedicated portfolio in Originations, driving monitoring and enhancements of the strategies to allow for adherence to credit risk appetite, and to lead Data Automation and Reporting of the dedicated portfolio. To provide leadership, support and quality assurance to the team to execute all Credit Risk process activities in order to manage risk,achieve targets and align to best practices. Qualifications Completed Matric Degree - Mathematical Sciences, Risk Management, Quantitative Studies Experience 5 years and more - The role requires an individual with a proven capability leading people across the full dimension of the Credit Risk field, such as originations,
This advertiser has chosen not to accept applicants from your region.

ASSISTANT DIRECTOR - PORTFOLIO MANAGEMENT

Johannesburg, Gauteng Department of Human Settlements

Posted 6 days ago

Job Viewed

Tap Again To Close

Job Description

ASSISTANT DIRECTOR - PORTFOLIO MANAGEMENT

  • Reference Number : refs/
  • Directorate : PROGRAMME AND PORTFOLIO MANAGEMENT
  • Number of Posts : 1
  • Package : R Per Annum

Requirements :

  • A minimum of Matric plus an undergraduate qualification (NQF level 7) as recognized by SAQA in Town and/or Regional Planning /Construction Project Management/Project and/or Programme Management and/or equivalent qualifications in the Built Environment. A minimum of 3-5 years relevant experience at Admin Officer level or equivalent within Infrastructure Project/Programme Management. Possession of a valid driver’s license. SKILLS AND COMPETENCIES: The incumbent should have knowledge & understanding of GIAMA, Housing Code, Human Settlements Sector Plans, Framework for Infrastructure Development & Procurement Management, Gauteng IDMS Framework, Construction Industry Development Board Act of 2000 and Regulations, all Best Practices Guides, Council for Built Environment Act of 2000, PFMA/DoRA/Treasury Regulations, Practice Notes, Instructions and Circulars. Promotion of Access to Information Act of 2000, Promotion of Administrative Justice Act of 2000, National Building Standards Act of 1977 and Regulations, National Environmental Management Act of 2008 and Amendments. Planning and organising skills, financial management skills, programme and project management, customer focus & responsiveness, conflict management skills and problem-solving analysis. Good verbal and written communication skills, report writing and presentation skills.

Duties :

  • Coordinate the planning of Infrastructure Asset Management processes. Coordinate the development, implementation and monitoring of the of Infrastructure Asset Management Plan (I-AMP). Analyse housing sector needs and housing market trends. Collate and analyse infrastructure project proposals and commitments. Coordinate the confirmation of needs and priorities of the Department for infrastructure projects. Coordinate and facilitate the development of Infrastructure Programme and Operations & Maintenance Plans and ensure alignment to I-AMP, IPMP, IPIP and Business Plans. Coordinate the analysis assessment of infrastructure portfolio, performance and risk reports. Liaise with internal and external stakeholders. Provide inputs and support to Business Plan team. Provide general office support.

Notes :

  • No late applications will be considered. No faxed or emailed applications will be accepted. The Gauteng Department of Human Settlements promotes equal opportunity and aims to implement affirmative action measures to address the disadvantages in employment. Preference may be given to appointable applicants from the underrepresented designated groups in terms of the department’s equity plan. Candidates whose appointment will promote representativity in terms of race, disability, youth & gender will receive preference. Whites, Indians, Coloureds and Persons with disabilities are encouraged to apply. It is the applicant’s responsibility to have foreign qualifications evaluated by the South African Qualifications Authority (SAQA). Applications should be submitted strictly online at and it should be accompanied by a new Z83 and a comprehensive Curriculum Vitae (CV) only. Certified copies of qualifications, Identity and valid driver’s license (where driving/travelling is an inherent requirement of the job) will be limited to shortlisted candidates only. Correspondence will only be limited to shortlisted candidates. If you have not been contacted within 3 months of the closing date of this advertisement, please accept that your application was unsuccessful. For all SMS positions, the successful completion of the Public Service Senior Management Leadership Programme as endorsed by the National School of Government and possession of the SMS Pre-Entry Certificate is required prior to appointment. For more details on the pre-entry course visit: Following the interview and exercise, the selection panel will recommend candidates to attend a generic management competency assessment (in compliance with the DPSA Directive on the implementation of competency-based assessments). The competency assessment will be testing generic management and development for SMS posts. The Department reserves the right not to make appointment(s) to the advertised post(s).

Employer : Department of Human Settlements

Location : Johannesburg

Closing Date :

Criteria Questions

Do you have Matric plus an undergraduate qualification (NQF level 7) as recognized by SAQA in Town and/or Regional Planning /Construction Project Management/Project and/or Programme Management and/or equivalent qualifications in the Built Environment?

Do you have minimum of 3-5 years relevant experience at Admin Officer level or equivalent within Infrastructure Project/Programme Management?

Do you have knowledge & understanding of GIAMA, Housing Code, Human Settlements Sector Plans, Framework for Infrastructure Development & Procurement Management, Gauteng IDMS Framework, Construction Industry Development Board Act of 2000 and Regulations, all Best Practices Guides, Council for Built Environment Act of 2000, PFMA/DoRA/Treasury Regulations, Practice Notes, Instructions and Circulars. Promotion of Access to Information Act of 2000, Promotion of Administrative Justice Act of 2000, Nat

Are you in possession of a valid SA drivers license?

Please Notes :

  • Due to the large number of applications we envisage receiving, applications will not be acknowledged. If youdo not receive any response within 3 months, please accept that your application was not successful.
#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Manager, Credit Portfolio Management

Johannesburg, Gauteng Standard Bank Group

Posted 16 days ago

Job Viewed

Tap Again To Close

Job Description

Join to apply for the Manager, Credit Portfolio Management role at Standard Bank Group

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

The role of Portfolio management is to develop and lead the analysis and reporting of credit risk within BCB Africa Regions. Engage and use analytics to further add insights into the key drivers of the portfolio performance. Monitor and assess the risks that are inherent within the portfolio of assets across the Credit lifecycle. Provide senior management and country with a constructive and holistic view of risk within the portfolio so as to assist management in the effective understanding and mitigation of risk and achieve the department’s strategic goals and objectives on parameter changes. Serve as a primary resource of data, reports to both business and wider credit on how to effectively address portfolio performance. Production, distribution and rationalisation of reports to key committees. In this manner, support and coverage is provided across 14 African countries across each business product.

Qualifications

Type of Qualification: First Degree
Field of Study: Financial Management; Accounting; Risk Management
Experience Required: Credit Risk – BCB; Risk & Corporate Affairs
Minimum 5 years
Experience in analytical work (ideally in Credit Risk). Experience in managing a credit portfolio; managing credit risk. Understanding of the credit value chain and economic environment impact.

Behavioural Competencies:

  • Articulating Information
  • Examining Information
  • Exploring Possibilities
  • Interpreting Data
  • Providing Insights
  • Taking Action
  • Team Working
  • Upholding Standards

Technical Competencies:

  • Evaluating Risk Management Effectiveness
  • Performance Management
  • Statistical & Mathematical Analysis
  • Strategic Planning and Reporting
  • Industry Knowledge

Please note: All our recruitment processes comply with the applicable local laws and regulations.

We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or (email protected)

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance and Sales

Referrals increase your chances of interviewing at Standard Bank Group by 2x

Get notified about new Credit Portfolio Manager jobs in Johannesburg, Gauteng, South Africa .

Johannesburg, Gauteng, South Africa 1 week ago

Johannesburg, Gauteng, South Africa 3 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Manager, Credit Portfolio Management

Johannesburg, Gauteng Standard Bank of South Africa Limited

Posted 16 days ago

Job Viewed

Tap Again To Close

Job Description

Overview

Business Segment: Business & Commercial Banking

Location: ZA, GP, Johannesburg, 30 Baker Street

The role of Portfolio management is to develop and lead the analysis and reporting of credit risk within BCB Africa Regions. Engage and use analytics to further add insights into the key drivers of the portfolio performance. Monitor and assess the risks that are inherent within the portfolio of assets across the Credit lifecycle. Provide senior management and country with a constructive and holistic view of risk within the portfolio so as to assist management in the effective understanding and mitigation of risk and achieve the department’s strategic goals and objectives on parameter changes. Serve as a primary resource of data, reports to both business and wider credit on how to effectively address portfolio performance. Production, distribution and rationalisation of reports to key committees.

In this manner, support and coverage is provided across 14 African countries across each business product.

Responsibilities

Lead the analysis and reporting of credit risk within BCB Africa Regions. Use analytics to provide insights into portfolio performance and monitor risks across the credit lifecycle. Deliver data, reports and insights to senior management and country teams to support understanding and mitigation of risk. Produce, distribute and rationalise reports to key committees. Support coverage across 14 African countries and multiple business products.

Qualifications

Type of Qualification: First Degree

Field of Study: Financial Management; Accounting; Risk Management

Experience Required

Credit Risk – BCB
Risk & Corporate Affairs

Minimum 5 years

Experience in analytical work (ideally in Credit Risk). Experience in managing a credit portfolio; managing credit risk. Understanding of the credit value chain and economic environment impact.

Additional Information
  • Articulating Information
  • Examining Information
  • Exploring Possibilities
  • Interpreting Data
  • Providing Insights
  • Taking Action
  • Team Working
  • Upholding Standards
  • Performance Management
  • Statistical & Mathematical Analysis
  • Strategic Planning and Reporting
  • Industry Knowledge

Please note: All our recruitment processes comply with the applicable local laws and regulations.

We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Director - Project & Portfolio Management Office

Twinings Ovaltine

Posted 4 days ago

Job Viewed

Tap Again To Close

Job Description

workfromhome

Director - Project & Portfolio Management Office

Application Deadline: 10 October 2025

Department: BizTX

Employment Type: Permanent - Full Time

Location: South Africa

Description

Great People Work Here

BizTX: Co-Creating WOW Through Digital Innovation

It’s an exciting time to be part of BizTX at Twinings Ovaltine. At the heart of this iconic brand, we’re on a mission to drive exponential growth and productivity through cutting-edge technology to transform the business globally.

We’re not here to simply provide IT services. We’re technology leaders and strategic partners, co-creating innovative solutions that help the business run, grow, and transform. Everything we do is guided by our commitment to ‘WOW’ our consumers, customers and colleagues. WOW experiences, WOW solutions, and WOW impact.

Our people think differently. We have an exponential mindset that helps us push boundaries and shape what’s next. The future at Twinings Ovaltine is full of possibility and we’d love you to be a part of it.

Role Purpose

The Director – Project & Portfolio Management Office is responsible for overseeing and developing our IT PMO capability.

Twinings Ovaltine is investing heavily technology driven transformation. We are part way through our SAP S/4Hana Transformation Programme and have several other major business transformation programmes in early phases of development. We also have a large portfolio of smaller projects that are in flight or in planning stages and which cover the full range of technology led projects, covering everything from SAP to infrastructure, cyber security & marketing technology.

Our PMO function has a good foundation but needs to rapidly expand from an SAP centric capability based on a waterfall methodology, to one that can deploy our project managers to lead smaller IT projects and agile projects & programmes in the marketing technology & other areas. We also need to establish the PPM capabilities required to effectively prioritise, plan and monitor the execution of this diverse portfolio of digital transformation initiatives.

We need a capable and experienced Programme Management professional to lead our team of project managers and PMO professionals and further develop our PMO function into a world class capability. Provide our executive team with the visibility & control they need to effectively manage & prioritise our transformation agenda.

Location & Travel: The role is ideally a Cape Town based role, although Hybrid/Remote working may be considered for the right candidate. Infrequent international travel will be required.

Key Responsibilities
  • Define and communicate a clear vision, strategy, and roadmap for the PMO function
  • PMO
    • Methodology and Framework – Define, maintain, and continuously improve the project and program delivery methodology to ensure alignment with enterprise standards.
    • Governance and Controls – Ensure all programs and projects adhere to the defined controls, including stage gates, reporting cadences, and exception management.
    • Tooling and Process – Own the configuration, management, and training for program delivery tools (e.g. Smartsheet, HarvestApp, SharePoint, Teams, etc.)
    • Audit Assurance – Conduct or support internal and external audits to ensure compliance with delivery processes, documentation, and governance standards.
  • Project & Programme Management
    • Lead the team of project managers to ensure consistent and effective project management disciplines are deployed across our project portfolio
    • Ensure the team manages the delivery of individual projects to defined scope, timeline, quality, and budget, while managing risks, issues, and stakeholders
    • Coordinate the delivery of interrelated projects and programmes to achieve overarching strategic outcomes, benefits, and business change.
  • Portfolio Management
    • Establish and manage an effective portfolio management process & capability
    • Engage with senior business & IT leaders to obtain buy-in to establish PPM principles & procedures
    • Monitor compliance with the PPM processes & ensure accuracy of information
    • Provide visibility and control over all active projects and programs, supporting prioritization, resource allocation, value alignment, and effective organisational risk management.
    • Plan, monitor, and control financials across the delivery portfolio, ensuring accuracy of forecasts and alignment with approved funding.
Skills, Knowledge and Expertise
  • Excellent communication skills and the ability to challenge and influence senior business & IT stakeholders will be critical to succeed in this role.
  • Demonstrable Project & Programme delivery experience including SAP programmes
  • Experience in setting up and running PMO functions
  • In depth knowledge of Project, Programme & Portfolio management disciplines & methodologies
  • Deep understanding of both the operational and strategic elements of PMO functions
  • Up to date knowledge on the latest thinking and innovations in this space and the vision and leadership skills required to build these into our organisation
  • Capable communicator across technical and non-technical audiences, including senior leadership.
  • Adept in managing diverse, global teams within complex and challenging environments.
  • Relationship builder – internal and external.
  • Effective communication, presentation, and stakeholder engagement.
  • Dynamic, resolute, and effective in producing cross-departmental outcomes.
Behaviours
  • Committed to the company’s vision.
  • Exudes credibility and initiative.
  • Values ongoing development and promotes a mindset geared toward growth.
  • Capable of managing ambiguity and competing priorities.
  • Challenges norms with a forward-thinking mindset.
  • Skilled, motivated, and culturally aware.
LEADERSHIP MINDSET – OUR NON-NEGOTIABLES

We are…

  • Lifelong learners – we learn, always: Curiosity is our superpower. We grow through reflection, feedback, and a hunger to improve.
  • Safe, not soft – we lead with courage and care: We foster psychological safety without lowering the bar. We challenge, support, and hold each other to high standards.
  • Accountable to our word – we do what we say: Our promises are not just intentions – they’re commitments. We act with integrity, even when no one is watching.
  • Empowered voices – we speak up and listen deeply: Everyone has a voice here. We value diverse perspectives and honest conversations that move us forward.
  • Intentional and structured – We move with purpose: We think clearly, plan deliberately, and execute with discipline. Structure gives our ideas power.
  • Agile and decisive – we act fast and smart: We adapt quickly, make clear decisions, and move forward with confidence, knowing progress favours the bold.
  • WOW makers – we create magic, together: We push boundaries, dream big, and co-create extraordinary experiences through digital innovation.
  • Better than yesterday – progress is personal: grow every day. I reflect, improve, and raise my bar – because excellence begins with me.

Underpinned by…

  • The Exponential Mindset - How we think shapes how we work: We operate with an exponential mindset – bold, curious, and 10X-driven.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.
Be The First To Know

About the latest Portfolio management Jobs in South Africa !

Director - Project & Portfolio Management Office

Twinings group

Posted 8 days ago

Job Viewed

Tap Again To Close

Job Description

workfromhome

Director - Project & Portfolio Management Office

Application Deadline: 10 October 2025

Department: BizTX

Employment Type: Permanent - Full Time

Location: South Africa

Description

Great People Work Here

BizTX: Co-Creating WOW Through Digital Innovation

It’s an exciting time to be part of BizTX at Twinings Ovaltine. At the heart of this iconic brand, we’re on a mission to drive exponential growth and productivity through cutting-edge technology to transform the business globally.

We’re not here to simply provide IT services. We’re technology leaders and strategic partners, co-creating innovative solutions that help the business run, grow, and transform. Everything we do is guided by our commitment to ‘WOW’ our consumers, customers and colleagues. WOW experiences, WOW solutions, and WOW impact.

Our people think differently. We have an exponential mindset that helps us push boundaries and shape what’s next. The future at Twinings Ovaltine is full of possibility and we’d love you to be a part of it.

ROLE PURPOSE

The Director – Project & Portfolio Management Office is responsible for overseeing and developing our IT PMO capability.

Twinings Ovaltine is investing heavily in technology-driven transformation. We are part way through our SAP S/4Hana Transformation Programme and have several other major business transformation programmes in early phases of development. We also have a large portfolio of smaller projects that are in flight or in planning stages and which cover the full range of technology-led projects, covering everything from SAP to infrastructure, cyber security & marketing technology.

Our PMO function has a good foundation but needs to rapidly expand from an SAP-centric capability based on a waterfall methodology, to one that can deploy our project managers to lead smaller IT projects and agile projects & programmes in the marketing technology & other areas. We also need to establish the PPM capabilities required to effectively prioritise, plan and monitor the execution of this diverse portfolio of digital transformation initiatives.

We need a capable and experienced Programme Management professional to lead our team of project managers and PMO professionals and further develop our PMO function into a world class capability. Provide our executive team with the visibility & control they need to effectively manage & prioritise our transformation agenda.

Location & Travel: The role is ideally a Cape Town based role, although Hybrid/Remote working may be considered for the right candidate. Infrequent international travel will be required.

Key Responsibilities
  • Define and communicate a clear vision, strategy, and roadmap for the PMO function
  • PMO
    • Methodology and Framework – Define, maintain, and continuously improve the project and program delivery methodology to ensure alignment with enterprise standards.
    • Governance and Controls – Ensure all programs and projects adhere to the defined controls, including stage gates, reporting cadences, and exception management.
    • Tooling and Process – Own the configuration, management, and training for program delivery tools (e.g. Smartsheet, HarvestApp, SharePoint, Teams, etc.)
    • Audit Assurance – Conduct or support internal and external audits to ensure compliance with delivery processes, documentation, and governance standards.
  • Project & Programme Management
    • Lead the team of project managers to ensure consistent and effective project management disciplines are deployed across our project portfolio
    • Ensure the team manages the delivery of individual projects to defined scope, timeline, quality, and budget, while managing risks, issues, and stakeholders
    • Coordinate the delivery of interrelated projects and programmes to achieve overarching strategic outcomes, benefits, and business change.
  • Portfolio Management
    • Establish and manage an effective portfolio management process & capability
    • Engage with senior business & IT leaders to obtain buy-in to establish PPM principles & procedures
    • Monitor compliance with the PPM processes & ensure accuracy of information
    • Provide visibility and control over all active projects and programs, supporting prioritization, resource allocation, value alignment, and effective organisational risk management.
    • Plan, monitor, and control financials across the delivery portfolio, ensuring accuracy of forecasts and alignment with approved funding.
Skills, Knowledge and Expertise
  • Excellent communication skills and the ability to challenge and influence senior business & IT stakeholders will be critical to succeed in this role.
  • Demonstrable Project & Programme delivery experience including SAP programmes
  • Experience in setting up and running PMO functions
  • In depth knowledge of Project, Programme & Portfolio management disciplines & methodologies
  • Deep understanding of both the operational and strategic elements of PMO functions
  • Up to date knowledge on the latest thinking and innovations in this space and the vision and leadership skills required to build these into our organisation
  • Capable communicator across technical and non-technical audiences, including senior leadership.
  • Adept in managing diverse, global teams within complex and challenging environments.
  • Relationship builder – internal and external.
  • Effective communication, presentation, and stakeholder engagement.
  • Dynamic, resolute, and effective in producing cross-departmental outcomes.
Behaviours
  • Committed to the company’s vision.
  • Exudes credibility and initiative.
  • Values ongoing development and promotes a mindset geared toward growth.
  • Capable of managing ambiguity and competing priorities.
  • Challenges norms with a forward-thinking mindset.
  • Skilled, motivated, and culturally aware.
LEADERSHIP MINDSET – OUR NON-NEGOTIABLES

We are…

  • Lifelong learners – we learn, always: Curiosity is our superpower. We grow through reflection, feedback, and a hunger to improve.
  • Safe, not soft – we lead with courage and care: We foster psychological safety without lowering the bar. We challenge, support, and hold each other to high standards.
  • Accountable to our word – we do what we say: Our promises are not just intentions – they’re commitments. We act with integrity, even when no one is watching.
  • Empowered voices – we speak up and listen deeply: Everyone has a voice here. We value diverse perspectives and honest conversations that move us forward.
  • Intentional and structured – We move with purpose: We think clearly, plan deliberately, and execute with discipline. Structure gives our ideas power.
  • Agile and decisive – we act fast and smart: We adapt quickly, make clear decisions, and move forward with confidence, knowing progress favours the bold.
  • WOW makers – we create magic, together: We push boundaries, dream big, and co-create extraordinary experiences through digital innovation.
  • Better than yesterday – progress is personal: grow every day. I reflect, improve, and raise my bar – because excellence begins with me.

Underpinned by…

  • The Exponential Mindset - How we think shapes how we work: We operate with an exponential mindset – bold, curious, and 10X-driven.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Portfolio Management Admin Support - Remote

Gauteng, Gauteng SA Sales Fraternity

Posted today

Job Viewed

Tap Again To Close

Job Description

workfromhome

SUMMARY :

Portfolio Management Admin Support - Remote

POSITION INFO : About our Client :

Our client based in Switzerland is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA). They are also a member of and regulated by the Association Romande des Intermédiaires Financiers (ARIF).

Their approach has been developed over numerous years of advising people from different nationalities, age groups, and industries in Switzerland. They tailor their advice to personal circumstances by actively listening.

This means you walk away with what you need and not simply what your adviser wants to give you.

Our client’s mantra is simple: Always start with the basics as these are essential. They won’t promise to make you rich, but they promise to make you efficient. Their team of international experts offers advice in English, French, Spanish, and Portuguese.

Role expectations :

  • Preparation of lump sum business applications and presales support to advisers
  • Lump Sum Business Submission – processing new business applications and submission to providers on their panel (Finpension, SwissQuote + Company Platform from 2026)
  • Presales and Pipeline Management for lump sum business – following and chasing new business applications to completion following company rules – updating internal working documents (Excel + CRM systems)
  • Data Management of the Ongoing Board (AML / Risk Categorisation / Portfolio and Mandate / Fee Data / Client Data Management)
  • Client services for lump sum clients – maintaining strong relationships with advisers and clients to deal with ongoing queries (address changes / Portfolio Updates / Top Ups / Withdrawals / Valuations / Quarterly Reporting)
  • Withdrawal and account closure procedures
  • Portfolio Management Admin (trading new monies received into model portfolios, rebalancing existing portfolios to model weightings, and portfolio reporting to advisers)
  • Ongoing AML monitoring and updates for FINMA compliance
  • Client Review Pack preparation for upload to Client Portal (Money Info)
  • Portfolio Management CRM data management

Skills required :

Professional and Educational Background

  • Diploma in Financial Planning preferred but not essential. 5+ years’ experience in a financial services role – preferably in an existing Wealth Management business or banking background.
  • Self-starter capable of working independently remotely
  • Technical and Financial Knowledge

  • Strong understanding of financial instruments (e.g., equities, bonds, real estate, ETFs, mutual funds, structured notes, etc.)
  • Knowledge of regulatory frameworks
  • Understanding of valuation policies and procedures
  • Understanding of investment terminology
  • Understanding of application processes and business submission (new business) processes
  • Systems and Tools Proficiency

  • Strong Excel skills and Microsoft Office (Word, Teams)
  • Experience with DocuSign preferred (online signature software)
  • Proficiency with Outlook calendar and email management
  • Experience using CRM platforms
  • Regulatory and Compliance Awareness

  • Experience with regulatory requirements, (AUM) reporting standards, and compliance documentation
  • Understanding of KYC / AML processes as they relate to asset administration
  • Familiarity with compliance protocols, especially around confidentiality, KYC, and data protection
  • Communication and Interpersonal Skills

  • Strong written and verbal communication skills with the ability to collaborate with fund managers, custodians, and investors
  • Client-service orientation
  • Analytical and Problem-Solving Abilities

  • Capacity to interpret data, resolve discrepancies, and propose process improvements
  • Strong attention to detail
  • Mandatory requirements :

  • A laptop or desktop computer
  • Reliable internet connection (proof required, e.g., recent provider bill)
  • Backup power solution to ensure online availability during load shedding
  • Contract Specifications :

  • Start ASAP, ideally between October 1st and November 1st
  • 100% remote work from 08:30 to 17:30 CET (1-hour lunch)
  • 25 days of holidays (including 16 days after planned office closures plus Swiss bank holidays)
  • #J-18808-Ljbffr
    This advertiser has chosen not to accept applicants from your region.

    Portfolio Management Admin Support - Remote

    Western Cape, Western Cape SA Sales Fraternity

    Posted today

    Job Viewed

    Tap Again To Close

    Job Description

    workfromhome

    SUMMARY :

    Portfolio Management Admin Support - Remote

    POSITION INFO : About our Client :

    Our client based in Switzerland is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA). They are also a member of and regulated by the Association Romande des Intermédiaires Financiers (ARIF).

    Their approach has been developed over numerous years of advising people from different nationalities, age groups, and industries in Switzerland. They tailor their advice to personal circumstances by actively listening.

    This means you walk away with what you need and not simply what your adviser wants to give you.

    Our client’s mantra is simple: Always start with the basics as these are essential. They won’t promise to make you rich, but they promise to make you efficient. Their team of international experts offers advice in English, French, Spanish, and Portuguese.

    Role expectations :

    • Preparation of lump sum business applications and presales support to advisers
    • Lump Sum Business Submission – processing new business applications and submission to providers on their panel (Finpension, SwissQuote + Company Platform from 2026)
    • Presales and Pipeline Management for lump sum business – following and chasing new business applications to completion following company rules – updating internal working documents (Excel + CRM systems)
    • Data Management of the Ongoing Board (AML / Risk Categorisation / Portfolio and Mandate / Fee Data / Client Data Management)
    • Client services for lump sum clients – maintaining strong relationships with advisers and clients to deal with ongoing queries (address changes / Portfolio Updates / Top Ups / Withdrawals / Valuations / Quarterly Reporting)
    • Withdrawal and account closure procedures
    • Portfolio Management Admin (trading new monies received into model portfolios, rebalancing existing portfolios to model weightings, and portfolio reporting to advisers)
    • Ongoing AML monitoring and updates for FINMA compliance
    • Client Review Pack preparation for upload to Client Portal (Money Info)
    • Portfolio Management CRM data management

    Skills required :

    Professional and Educational Background

  • Diploma in Financial Planning preferred but not essential. 5+ years’ experience in a financial services role – preferably in an existing Wealth Management business or banking background.
  • Self-starter capable of working independently remotely
  • Technical and Financial Knowledge

  • Strong understanding of financial instruments (e.g., equities, bonds, real estate, ETFs, mutual funds, structured notes, etc.)
  • Knowledge of regulatory frameworks
  • Understanding of valuation policies and procedures
  • Understanding of investment terminology
  • Understanding of application processes and business submission (new business) processes
  • Systems and Tools Proficiency

  • Strong Excel skills and Microsoft Office (Word, Teams)
  • Experience with DocuSign preferred (online signature software)
  • Proficiency with Outlook calendar and email management
  • Experience using CRM platforms
  • Regulatory and Compliance Awareness

  • Experience with regulatory requirements, (AUM) reporting standards, and compliance documentation
  • Understanding of KYC / AML processes as they relate to asset administration
  • Familiarity with compliance protocols, especially around confidentiality, KYC, and data protection
  • Communication and Interpersonal Skills

  • Strong written and verbal communication skills with the ability to collaborate with fund managers, custodians, and investors
  • Client-service orientation
  • Analytical and Problem-Solving Abilities

  • Capacity to interpret data, resolve discrepancies, and propose process improvements
  • Strong attention to detail
  • Mandatory requirements :

  • A laptop or desktop computer
  • Reliable internet connection (proof required, e.g., recent provider bill)
  • Backup power solution to ensure online availability during load shedding
  • Contract Specifications :

  • Start ASAP, ideally between October 1st and November 1st
  • 100% remote work from 08:30 to 17:30 CET (1-hour lunch)
  • 25 days of holidays (including 16 days after planned office closures plus Swiss bank holidays)
  • #J-18808-Ljbffr
    This advertiser has chosen not to accept applicants from your region.
     

    Nearby Locations

    Other Jobs Near Me

    Industry

    1. request_quote Accounting
    2. work Administrative
    3. eco Agriculture Forestry
    4. smart_toy AI & Emerging Technologies
    5. school Apprenticeships & Trainee
    6. apartment Architecture
    7. palette Arts & Entertainment
    8. directions_car Automotive
    9. flight_takeoff Aviation
    10. account_balance Banking & Finance
    11. local_florist Beauty & Wellness
    12. restaurant Catering
    13. volunteer_activism Charity & Voluntary
    14. science Chemical Engineering
    15. child_friendly Childcare
    16. foundation Civil Engineering
    17. clean_hands Cleaning & Sanitation
    18. diversity_3 Community & Social Care
    19. construction Construction
    20. brush Creative & Digital
    21. currency_bitcoin Crypto & Blockchain
    22. support_agent Customer Service & Helpdesk
    23. medical_services Dental
    24. medical_services Driving & Transport
    25. medical_services E Commerce & Social Media
    26. school Education & Teaching
    27. electrical_services Electrical Engineering
    28. bolt Energy
    29. local_mall Fmcg
    30. gavel Government & Non Profit
    31. emoji_events Graduate
    32. health_and_safety Healthcare
    33. beach_access Hospitality & Tourism
    34. groups Human Resources
    35. precision_manufacturing Industrial Engineering
    36. security Information Security
    37. handyman Installation & Maintenance
    38. policy Insurance
    39. code IT & Software
    40. gavel Legal
    41. sports_soccer Leisure & Sports
    42. inventory_2 Logistics & Warehousing
    43. supervisor_account Management
    44. supervisor_account Management Consultancy
    45. supervisor_account Manufacturing & Production
    46. campaign Marketing
    47. build Mechanical Engineering
    48. perm_media Media & PR
    49. local_hospital Medical
    50. local_hospital Military & Public Safety
    51. local_hospital Mining
    52. medical_services Nursing
    53. local_gas_station Oil & Gas
    54. biotech Pharmaceutical
    55. checklist_rtl Project Management
    56. shopping_bag Purchasing
    57. home_work Real Estate
    58. person_search Recruitment Consultancy
    59. store Retail
    60. point_of_sale Sales
    61. science Scientific Research & Development
    62. wifi Telecoms
    63. psychology Therapy
    64. pets Veterinary
    View All Portfolio Management Jobs