Client Portfolio Management Jobs in Bellville

HR Genie - Bellville (+1 location)

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...

from: jobplacements.com (+2 sources) - 15 days ago

HR Genie - Bellville

Answer all incoming calls promptly and politely; assess callers requirements; transfer calls; take messages; deliver messages to the relevant staff member timeously; Prepare, distribute and process investment...

from: jobplacements.com - More than 30 days ago

Flink Recruitment - Cape Town

Achieve and exceed production targets with the support of a dedicated branch team. Develop tailored investment, insurance, and retirement strategies for each client. High-Earning Potential: Uncapped commission...

from: executiveplacements.com - 10 days ago

PartnerUp (Pty) Ltd - Cape Town

their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the o Capture and checking of new business documentation to ensure completeness and accuracy in...

from: jobplacements.com - 6 days ago

Ultra Personnel - Somerset West (+1 location)

Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planner and client. Assist with the organization of client...

from: jobplacements.com (+3 sources) - 5 days ago

IOCO - Cape Town

Where needed, ensure accuracy, consistency, and completeness of data across portfolio management tools, so that is optimised for strategic reporting purposes. Create Interpret and present performance metrics...

from: executiveplacements.com - 25 days ago

Mayfly Agri (Pty) Ltd - Cape Town

Please note that subsequent to the screening and shortlisting process, all further communication will be entered into, only with the shortlisted candidates Identifying opportunities to improve and streamline...

from: jobplacements.com - 12 days ago

Headhunters - Somerset West (+1 location)

Collate client information (data discovery and fact find) and prepare documentation for engagements between the Financial Planning Partner and client. Check commission statements from CommPay and PPs;...

from: jobplacements.com (+1 source) - 6 days ago

Frogg Recruitment SA - claremont, Western Cape

Experience in and solid knowledge and understanding of FICA, FAIS, and financial needs analysis Please apply online

from: executiveplacements.com - More than 30 days ago

Mayfly Agri (Pty) Ltd - Cape Town

Must be articulate, capable of training others, and demonstrate the ability to prioritize tasks to ensure efficient performance Please note that subsequent to the screening and shortlisting process, all...

from: jobplacements.com (+1 source) - 20 days ago