Client Portfolio Management Jobs in Somerset West

HR Genie - Bellville

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...

from: jobplacements.com - 6 days ago

HR Genie - Bellville

Perform general duties to include, but not limited to, copying, mailing and filing of organizational documents and records; Assist advisors with model portfolio switches, mandates and general administration...

from: jobplacements.com - 6 days ago

Hire Resolve - Bellville, South Africa

Civil Engineering jobs in South Africa. Johannesburg, Cape town, Durban, Eastern Cape (Gqeberha and East London) Quantity Surveying jobs in South Africa, Johannesburg, Cape town, Durban, Eastern Cape ...

from: pnet.co.za - 3 days ago

Watershed Consulting - Stellenbosch

Risk & Claims Management: Guide clients through claims processes, manage complaints effectively, and assist with risk survey improvements. Internal Collaboration: Work closely with internal teams to enhance... R450000 CTC P/A

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

Hire Resolve - Bellville, South Africa

- Support the Wealth Manager in all aspects of client relationship management, including new client onboarding, account maintenance, and ongoing client communication. - Collaborate with the Wealth Manager...

from: pnet.co.za - 4 days ago

Global Options - Stellenbosch, Western Cape, South Africa

Attend weekly sales meetings and any additional meetings called by the Sales Director, contributing insights and updates on sales activities. Perform daily cold calling to potential clients to generate... Negotiable

from: pnet.co.za - 24 days ago

Global Options - Stellenbosch, Western Cape, South Africa

Perform any additional tasks as required by the Department Head or brokers, demonstrating flexibility and a willingness to support the team as needed. Prepare and maintain comprehensive client fleet lists... Negotiable

from: pnet.co.za - 24 days ago

Hire Resolve - Bellville, South Africa

Hire Resolve is a Recruitment Agency in South Africa that focuses on working the following jobs in South Africa. Electrical engineering jobs in South Africa, Johannesburg, Cape town, Durban, Eastern Cape...

from: pnet.co.za - 18 days ago

Hire Resolve - Bellville, South Africa

Have strong knowledge of investment management, finance, legal, regulatory, marketing, strategic planning, HR, and IT. Civil Engineering jobs in South Africa. Johannesburg, Cape town, Durban, Eastern Cape...

from: pnet.co.za - 19 days ago