Portfolio Manager

Persona Staff; Cape Town; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A financial services company based in Cape Town is seeking an experienced professional to manage account statements and client communications. Key responsibilities include reconciling payments, preparing reports, and credit control. Ideal candidates will have a BCom degree or financial qualifications, strong Excel skills, and leadership abilities in a bilingual environment. This role requires dedication to deadlines and problem-solving.

Qualifications

• Financial qualifications and or BCom degree.
• 3-4 years experience in a similar role.
• Computer literate.
• Organizational skills.
• Strong experience on Excel.
• Bilingual in Afrikaans and English.
• Matric certificate.
• Client service skills.
• Ability to work overtime if required.
• Leadership skills.
• Deadline driven and must have good problem-solving skills.

Responsibilities

• Reconcile and prepare account statements for payment.
• Responsible for receiving and auditing council accounts.
• Attend monthly management meetings with clients.
• Preparation of management reports for clients.
• Credit control.
• General ad hoc duties.

Job description

Qualifications

• Financial qualifications and or BCom degree.
• 3-4 years experience in a similar role.
• Computer literate.
• Organizational skills.
• Strong experience on Excel.
• Bilingual in Afrikaans and English.
• Matric certificate.
• Client service skills.
• Ability to work overtime if required.
• Leadership skills.
• Deadline driven and must have good problem-solving skills.

Responsibilities

• Reconcile and prepare account statements for payment.
• Responsible for receiving and auditing council accounts.
• Attend monthly management meetings with clients.
• Preparation of management reports for clients.
• Credit control.
• General ad hoc duties.