Client Portfolio Management Jobs in Kraaifontein

HR Genie - Bellville

Provide ongoing financial advice to clients, in collaboration with the Wealth Planners, on portfolio matters such as risk, market trends, investment performance, benchmarks, and insured values. Support...

from: jobplacements.com - 6 days ago

HR Genie - Bellville

Regular interaction with clients, fellow-employees, business management and LISPs to ensure the effective delivery of communication and administrative requirements. Investigate discrepancies (reconciliation...

from: jobplacements.com - 6 days ago

Frogg Recruitment SA - claremont, Western Cape

Our client a Wealth Management company is looking for a Wealth Management Assistant provides administrative support to a Wealth Manager in all aspects of their portfolio. 3-4 years working experience in...

from: executiveplacements.com - More than 30 days ago

Watershed Consulting - Stellenbosch

Purpose of the Role: We are seeking a dynamic Account Executive Trade Credit to manage client relationships, retain and grow a portfolio, and drive business expansion. This role requires excellent communication... R450000 CTC P/A

from: jobplacements.com (+2 sources) - 25 days ago

Hire Resolve - Bellville, South Africa

Hire Resolve's client, a well-established financial planning firm, is seeking a detail-oriented and organized Portfolio Administrator to join their team in Cape Town. This role plays a key part in supporting...

from: pnet.co.za - 3 days ago

Hire Resolve - Bellville, South Africa

Hire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our client's team at a reputable wealth management firm. The ideal candidate will possess a strong background...

from: pnet.co.za - 4 days ago

Hire Resolve - Bellville, South Africa

Hire Resolve's client, a leading financing solutions provider focusing on SMEs, is looking for an experienced Investment Manager to join their team. The ideal candidate will be responsible for sourcing...

from: pnet.co.za - 18 days ago

Hire Resolve - Bellville, South Africa

Hire Resolve's client, a well-established wealth management company, is seeking a Managing Director for their Wealth Management Investment Division. The division comprises all the Group's category II investment...

from: pnet.co.za - 19 days ago

Global Options - Stellenbosch, Western Cape, South Africa

We are seeking a driven and enthusiastic Commercial Broker to join our clients growing team. This role involves building and maintaining strong relationships with clients and lead providers, conducting... Negotiable

from: pnet.co.za - 24 days ago

Global Options - Stellenbosch, Western Cape, South Africa

Our client is looking for a highly organised and efficient Commercial Lines Underwriter to provide comprehensive administrative support to our brokers. This role is pivotal in ensuring that brokers are... Negotiable

from: pnet.co.za - 24 days ago