Client Portfolio Management Jobs in Cape Town

HR Option - Bellville

Process and implement client instructions related to switches, repurchases, maturities, surrenders, and Section 14 and Section 37 transfers. Conduct quality control on the outputs of Wealth Managers to... R43 000,00 - R43 000,00 (PER MONTH)

from: jobmail.co.za - 22 days ago

RecruitMyMom (Pty) Ltd - Rondebosch, Cape Town, South Africa

A leading Asset Manager is hiring an EE Portfolio Implementation Specialist in their Fixed Interest Team. As part of a team, you will be responsible for providing administrative, procedural and risk management...

from: pnet.co.za - 16 days ago

Joblink Placement - Observatory, Cape Town, Western Cape, South Africa

Software experience: Caseware Working Papers, Pastel, Sage, Xero, GreatSoft, MS Office Suite Engage with clients professionally on deliverables and planning matters Familiarity with preparing and submitting... Market related

from: pnet.co.za - 19 days ago

Excellent Staffing - CPT - Northern Suburbs, Cape Town North, South Africa

This is more than just a job; it's a purpose-driven path towards financial freedom—for both you and your clients. If you're passionate about helping people build a secure future while achieving your own...

from: pnet.co.za - 21 days ago

ZAQ Agency - Somerset West, Western Cape, South Africa

We're partnering with a leading UK wealth management firm expanding its operations into South Africa. We're looking for experienced professionals - including Paraplanners , Financial Advisors , and Wealth...

from: pnet.co.za - 22 days ago

Moving Heads Personnel - Cape Town, Western Cape, Gauteng, South Africa

Analysis and assessment of life and health reinsurance portfolios for the purposes of risk management, experience studies, planning and quotation. EXPERIENCE IN THE FINANCIAL SERVICES SECTOR / INSURANCE... Negotibale

from: pnet.co.za - 22 days ago

Southern Suburbs, Cape Town, Western Cape, South Africa

The successful candidate's strengths will be nurtured to enable a self-determining future commensurate to saleability. Whilst accounting qualification is a pre-requisite, applicants will have the opportunity... R30000

from: pnet.co.za - 26 days ago

People Dimension - Hout Bay, Western Cape, South Africa

Assist with preparation of income tax schedules, computing of taxable income Companies & Sole proprietors, small to medium size private entities Clients processed remotely: German and Youth African based... R18 000

from: pnet.co.za - More than 30 days ago

ADAPTHR CONSULTING - Century City, Western Cape, South Africa

This role is perfect for a qualified professional who thrives in a dynamic environment, is passionate about mentoring teams, and has a sharp eye for accuracy and risk management. Lead and motivate a team...

from: pnet.co.za - 22 days ago