45 Client Portfolio Management Jobs in City of Cape Town - page 4
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Wealth Assistant to Director The Talent Experts - Claremont, Western Cape, South Africa Our client is a respected financial services firm specialising in wealth management solutions for high-net-worth families and individuals. With a reputation for excellence, innovation, and a commitment... 5 days ago
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SENIOR FINANCIAL ADVISOR at Competent Candidates Competent Candidates (PTY) LTD - Bellville, Western Cape, South Africa This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed salary. Conduct quality control on the outputs... Undisclosed 7 days ago
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Senior Wealth Manager - Belville R35k - R43k per month (All Inclusive) Trinergy Business Solutions (Pty) Ltd - Bellville, Western Cape, South Africa Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. Responsible for compiling estate duty calculations, risk cover, and investment... R35k - R43k per month (All Inclusive) 6 days ago
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Strategic Relationship Manager West Coast Personnel - Cape Town, Cape Town, South Africa Minimum 5 years' experience in a client relationship management role, ideally within the travel or service industry. Present regular travel spends reviews and management information (MI) reporting. Promote... 7 days ago
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Credit Analyst Pinpoint One Human Resources - Cape Town CBD, Western Cape, South Africa Technical Proficiency: Microsoft Office, compliance tools, and credit assessment systems. Skills: Risk management, financial analysis, compliance, and business acumen. Compliance Undisclosed 18 days ago
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Junior Investment Accountant The Talent Experts - Cape Town, Western Cape, South Africa You'll be joining a leading wealth management firm based in Cape Town CBD, renowned for their commitment to excellence and their client-centric approach. With a strong presence in the financial industry... 9 days ago
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Investment Portfolio Analyst Market related Parvana - Cape Town, Cape Town Western Cape, South Africa Parvana Strategic Sourcing has established itself as a leading provider of permanent and temporary recruitment services to the South African, European and UK marketplace. In addition to this we have enjoyed... Market related 11 days ago
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Investment Portfolio Analyst at Parvana Recruitment Parvana Strategic Sourcing - Cape Town, Western Cape, South Africa Collaborate with senior team members to provide analysis, support, and portfolio analytics services. Safeguards integrity of sensitive client data and deals with large quantities of portfolio and market... Undisclosed 24 days ago
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Portfolio Manager Ability Recruitment - Cape Town, Cape Town, South Africa Financial qualification would be beneficial. B-Degree would be beneficial Excellent client service Reference: JHB003501-JJ-1 Strong leadership 13 days ago
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Key Accounts Manager Network Finance - Cape Town: Northern Suburbs, Cape Town North, South Africa Track lost business, red accounts, and log call plans on MS Dynamics. Present and implement new products, strategies, and continuous improvement initiatives. If you are interested in this opportunity,... 14 days ago
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