Portfolio Manager

Description

Introduction NBC Holdings is a leading force in the South African employee benefits arena, providing a comprehensive range of employee benefits, products and services to our valued clients.

We are looking for a Portfolio Manager to manage a portfolio of Funds and Clients, ensuring Service Level Agreements are met, and obtain client and member satisfaction. The Portfolio Manager will act as the client facing representative of the company regarding all administration matters. Duties and Responsibilities:

Client Relationship Management

• Reduce client escalations by monitoring SLA compliance in conjunction with the Head of Claims and Head of Contributions. • Prepare, communicate and present accurate, complete and professional reports and information timeously to clients and Trustees. • Prepare for and attend Trustees Meetings. • Create and communicate meeting minutes. • Maintain client satisfaction within scope of responsibility. • Problem solve any client escalations promptly and put measures in place to ensure such instances are not repeated. • Manage client queries promptly. • Ensure investments and disinvestments are made timeously. • Promote online claim submissions and eContributions where possible. Identify roadblocks and assist clients in removing it. • Meet regularly with Employers, Consultants, Trustees to maintain working relationships and to address any problems, changes in legislation, administrative procedures etc. Experience and Qualifications

• Minimum 5 years of management or supervisory experience in the Employee Benefits (EB) Industry in Retirement Funds. • A completed commercial degree in Accounting, Financial Planning, Law or similar will be advantageous. • Completed EB Industry-specific courses/programmes preferable. • Intermediate level of computer skills in MS Word, Excel, PowerPoint and Teams. • RE5 Knowledge, Skills and Behaviours

• Strong knowledge Client Services • Strong knowledge of Retirement Provident Fund Rules, general Client SLAs, Pension Funds Act, FSCA regulations, Retirement Fund taxation, POPIA and data privacy requirements, Governance frameworks and trustee reporting • Everest or similar claims processing system knowledge and skills • Client Centric • Anticipate and manage change • Comfortable building relationships and networking at all levels • Action orientated • Good problem solving skills • Organised • Planning • Excellent communication skills, both written and verbal • Influential • Presentation skills • Report writing skills • Integrity and professionalism Package and Remuneration

• Market Related
• Medical Aid
• Provident Fund
• Group Life

Package & Remuneration

Market Related About Us

NBC Holdings - Building Retirement Wealth, Empowering People

NBC Holdings (Pty) Ltd is a Proudly South African Provident Fund Administration Company within the Employee Benefits Industry. We have an African Footprint, rooted in a legacy of trust and transformation. With expertise in Provident Funds, Investment Consulting, Provident Fund-backed lending and member-focused solutions that are cost effective and administered with integrity. We exist to uplift communities and secure financial futures. From Johannesburg to the rest of Africa, we deliver independent advice and innovative benefit solutions that make a real difference. At NBC, we don’t just manage benefits — we create opportunities, drive inclusion, and build prosperity for generations.