Latest Client Portfolio Management jobs in Claremont (page 4)

45 Client Portfolio Management Jobs in Claremont - page 4

Wealth Assistant to Director The Talent Experts - Claremont, Western Cape, South Africa You'll be the right hand to a Wealth Management Director, handling client onboarding, managing documentation, coordinating with internal teams and service providers, and ensuring compliance with FICA and... 5 days ago
SENIOR FINANCIAL ADVISOR at Competent Candidates Competent Candidates (PTY) LTD - Bellville, Western Cape, South Africa Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. Proactively identify new business opportunities and promote the full range of... Undisclosed 7 days ago
Senior Wealth Manager - Belville R35k - R43k per month (All Inclusive) Trinergy Business Solutions (Pty) Ltd - Bellville, Western Cape, South Africa Process and implement client instructions related to switches, repurchases, maturities, surrenders, and Section 14 and Section 37 transfers. Conduct quality control on the outputs of Wealth Managers to... R35k - R43k per month (All Inclusive) 6 days ago
Strategic Relationship Manager West Coast Personnel - Cape Town, Cape Town, South Africa Deliver and promote company value-added services including online travel solutions, virtual card payments, and executive booking services. Manage and strengthen multi-level client relationships (from travel... 7 days ago
Credit Analyst Pinpoint One Human Resources - Cape Town CBD, Western Cape, South Africa Education: Bachelor's degree in Commerce, Accounting, Agri-Economics, or Credit Management. Experience: 3+ years in credit assessment, with knowledge of agricultural finance. Requirements Desired Qualification... Undisclosed 18 days ago
Junior Investment Accountant The Talent Experts - Cape Town, Western Cape, South Africa As the Investment Accountant, you will play a pivotal role in supporting both onshore and offshore investment reporting for esteemed clients. Your day-to-day will involve ensuring timely and accurate reconciliation... 9 days ago
Investment Portfolio Analyst Market related Parvana - Cape Town, Cape Town Western Cape, South Africa PS Even if you feel you don't have all the skills listed or if this spec isn't what you are looking for, feel free to send your CV as we probably have other opportunities that could interest you. For a... Market related 11 days ago
Investment Portfolio Analyst at Parvana Recruitment Parvana Strategic Sourcing - Cape Town, Western Cape, South Africa PS Even if you feel you don't have all the skills listed or if this spec isn't what you are looking for, feel free to send your CV as we probably have other opportunities that could interest you. For a... Undisclosed 24 days ago
Portfolio Manager Ability Recruitment - Cape Town, Cape Town, South Africa Excellent verbal and written skills Excellent problem-solving skills Must be able to work overtime if needed DUTIES 13 days ago
Key Accounts Manager Network Finance - Cape Town: Northern Suburbs, Cape Town North, South Africa If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions. Identify growth... 14 days ago

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