Client Portfolio Management Jobs in Bellville

Rory Mackie & Associates - Cape Town, Western Cape, South Africa

Provides a holistic service to Model Portfolio Providers who manage model portfolios on behalf of their clients, as well as to Independent Financial Advisors with a FAIS Category II license managing model... Undisclosed

from: careerjunction.co.za - 11 days ago

Careerline Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa

We value diversity and are committed to building an inclusive environment where high-performing professionals from all backgrounds can thrive. Monitor, capture, and settle trades across equity, fixed income... Market Related

from: pnet.co.za - 6 days ago

Yazoo Recruitment - Observatory, Cape Town, Western Cape, South Africa

Prepare annual financial statements from source documents or trial balance Preparation of monthly management accounts for portfolio of clients Caseware, Pastel, Sage, Xero, GreatSoft experience preferred... Market Related

from: pnet.co.za - 8 days ago

Rory Mackie & Associates - Cape Town, Western Cape, South Africa

Provide client centric administrative support to the Financial / Investment Advisors within the team, including handling of follow-up correspondence with clients, beneficiaries and third-party providers... Undisclosed

from: careerjunction.co.za - 13 days ago

iLaunch (Pty) Ltd - Cape Town, South Africa

Review, interpret, clarify and sign-off mandate guidelines and conditions. Compile compliance and board reports based on monitoring conducted Experience with a portfolio compliance system like Charles...

from: pnet.co.za - 9 days ago

CA Support CC - Bellville, Bellville, South Africa

We take great care in assessing each application individually and advise that only shortlisted candidates will be contacted. If you didn't receive any response within two weeks, we will keep your profile...

from: pnet.co.za - 12 days ago

PeopleSolved - Cape Town CBD, Western Cape, South Africa

Minimum Honours degree in a quantitative discipline: Mathematics, Statistics, Applied Mathematics, Actuarial Science, Computer Science, Physics (with 2 years of Mathematics and Statistics at undergrad... Undisclosed

from: careerjunction.co.za - 15 days ago

Isisekelo Recruitment - Kenilworth, Western Cape, South Africa

Drafting responses and collating information for SARS verifications (Income Tax, VAT, Customs, PAYE audits) Maintenance and management of tax types on SARS e-Filing Minimum of 2 years' experience in a...

from: pnet.co.za - 13 days ago

The Key Recruitment Group - Cape Town, South Africa, Cape Town, South Africa

Cross-Department Collaboration: Collaborate with other teams and departments, such as Digital and Technology Services, Marketing, and Sales, to ensure seamless communication and coordination for the benefit... From 43000 to 60000 (Ctc) - Monthly

from: pnet.co.za - 14 days ago

Careerline Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa

Stay updated with changes in tax laws, financial regulations, and the economic environment relevant to financial planning. Shadow experienced advisors to understand best practices in client servicing and... Market Related

from: pnet.co.za - 14 days ago