Client Portfolio Management Jobs in Boksburg

The Recruitment Council - bryanston, Gauteng

Maintain organised digital and physical filing systems for client records. Assist with preparing bi-annual client portfolio review packs. Bachelor of Commerce, Financial Diploma, or related tertiary qualification... R175 000 – R210 000 Per Annum

from: jobplacements.com - More than 30 days ago

Nedbank - Johannesburg, ZA

8-10 years’ experience in Corporate or Investment Banking with proven credit skills and a focus on frontline deal origination. - Identify and pursue new business opportunities within existing and new clients...

from: Nedbank - 5 days ago

MSA Outsourcing Solutions - UK - Johannesburg, Gauteng

Develop and maintain a portfolio of group risk clients, providing expert advisory and consultancy services across Group Critical Illness, Group Income Protection, and Group Life (Death in Service) schemes...

from: workable.com - 5 days ago

Global Options - Bedfordview, Gauteng, South Africa

As a Financial Advisor, you will be responsible for driving new business through cold calling and cross-selling, as well as providing personalised financial solutions to meet the needs of their clients... Supplementary salary and commission

from: pnet.co.za - Yesterday

Global Options - Bedfordview, Gauteng, South Africa

Ensure all client Salesforce and Drive folders are meticulously maintained and updated, reflecting any policy amendments, communications, or other relevant details. Take accurate messages and ensure timely... Negotiable

from: pnet.co.za - Yesterday

Catch - NA Edenvale, South Africa

• Conduct a minimum of 25 client meetings per day via Zoom or telephonic consultation to discuss policy details, renewals, endorsements, and cover adjustments. • Implement effective client retention strategies...

from: simplify.hr - More than 30 days ago

Accumulo Consulting (Pty) Ltd - Bedfordview, Gauteng, South Africa

Solid understanding of bookkeeping and accounting Proven bookkeeping experience

from: pnet.co.za - Yesterday

Armstrong Appointments - Bedfordview, Johannesburg, Gauteng, South Africa

Conduct a minimum of 25 client meetings per day via Zoom or telephonic consultation to discuss policy details, renewals, endorsements, and cover adjustments. Implement effective client retention strategies...

from: pnet.co.za - 7 days ago

Nedbank - Johannesburg, ZA

Credit and Credit Risk assessment and collections of arrears/excesse s of all products namely Current Accounts, Savings Accounts, Home Loan accounts, Commercial & Industrial Property, Personal Loan accounts...

from: Nedbank - More than 30 days ago

Armstrong Appointments - Bedfordview, Gauteng, South Africa

Conduct themselves in a professional manner. Adhering to professionalism as well carrying out workplace etiquette. Accounting Degree or Higher Diploma. This is non-negotiable. Competent to attend to all...

from: pnet.co.za - 7 days ago