Client Portfolio Management Jobs in Port Elizabeth

HR Genie - Port Elizabeth

Research performance of client portfolios and prepare Reviews in accordance with company policy and standards; Assist Clients with the preparation and signing of Wills and execution of estates, in association...

from: jobplacements.com (+1 source) - 5 days ago

Performit Personnel - Port Elizabeth

This role requires strong leadership, strategic thinking, and hands-on experience to ensure adherence to financial protocols across diverse operations. This role will involve travel between different sites...

from: executiveplacements.com - More than 30 days ago

Hire Resolve - 6000 Gqeberha/Port Elizabeth, South Africa

Process client instructions including switches, repurchases, maturities, surrenders, and transfers (Sect 14 and 37). Oversee output quality from the Wealth Assistant and liaise with service providers for... R550 000

from: simplify.hr - 8 days ago

Performit Personnel - Port Elizabeth, Eastern Cape

This role requires strong leadership, strategic thinking, and hands-on experience to ensure adherence to financial protocols across diverse operations. This role will involve travel between different sites...

from: compujobs.co.za - 24 days ago

Trinergy Business Solutions (Pty) Ltd - Port Elizabeth, Eastern Cape, South Africa

Research performance of client portfolios and prepare Reviews in accordance with company policy and standards; Assist Clients with the preparation and signing of Wills and execution of estates, in association... R35k - R43k per month (All Inclusive)

from: pnet.co.za - 4 days ago

Performit Personnel - Port Elizabeth, Eastern Cape

This role requires strong leadership, strategic thinking, and hands-on experience to ensure adherence to financial protocols across diverse operations. This role will involve travel between different sites... Salary Negotiable

from: jobvine.co.za - 4 days ago