Client Portfolio Management Jobs

Curiska - Johannesburg

An excellent opportunity for a client services administrator to join a rapidly growing financial services firm. You will work as part of a highly professional support team that enables portfolio managers...

from: jobplacements.com - 4 days ago

Ultra Personnel - Hillcrest (+1 location)

Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner and client FICA and AML capture and checking...

from: jobplacements.com (+4 sources) - 7 days ago

Dante Personnel - Durban

A valid drivers license and own vehicle. (This is non-negotiable, as the candidate will be required to travel to clients at various locations) At least 3 - 5 years experience in an accounting environment...

from: executiveplacements.com (+1 source) - 10 days ago

Communicate Recruitment - Paarl

Prepare journals Planning and reviews Responsible for invoicing Schedule audits Skills & Experience: Accounting SAIPA or PA(SA) registered 300 000 Annually

from: jobplacements.com (+1 source) - 7 days ago

Tower Group - Hoedspruit (+1 location)

Description: This KPI assesses the Accounts Executive’s ability to retain existing clients and bring in new clients to expand the customer base. It reflects the executive’s skill in building strong relationships...

from: jobplacements.com (+2 sources) - 8 days ago

Gold City Offshoring (Pty) Ltd - Johannesburg

Are you a qualified CA(SA) with a minimum of 3-5 years’ experience at manager level within an auditing firm ( outside of the Big 4)? Are you ready to step into a role that allows you to lead, inspire,...

from: executiveplacements.com (+1 source) - 10 days ago

Abantu Staffing Solutions - East London

Our client is in need of a skilled and detail-oriented Bookkeeper to join their firm where trust, expertise, and collaboration are at the heart of everything they do. The team of highly qualified professionals...

from: jobplacements.com - 14 days ago

HR Genie - Bellville (+1 location)

Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios i.r.o. risk, market trends, investment performance, benchmarks, insured values...

from: jobplacements.com (+2 sources) - 14 days ago

Communicate Recruitment - Cape Town

Compliance or regulatory reporting Advantageous Market data analysis Regulatory frameworks 350 000

from: executiveplacements.com (+1 source) - 16 days ago

People Dimension - Pretoria

A leading and well-established company withing the wealth management and financial services sector, based in Silverlakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic...

from: executiveplacements.com (+1 source) - 16 days ago