Client Portfolio Management Jobs in City of Cape Town

Ultra Personnel - Somerset West (+1 location)

Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously. Submit orders for stationery, business...

from: jobplacements.com (+3 sources) - 7 days ago

PartnerUp (Pty) Ltd - Cape Town

o Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of o Monitoring the submission of intermediary appointment notes to ensure clients successfully o...

from: jobplacements.com - 8 days ago

Flink Recruitment - Cape Town

Build and manage a portfolio of clients, offering personalized financial advice and solutions. Supportive Culture: Work with a team of experienced professionals in a high-performance environment 23 Years...

from: executiveplacements.com - 12 days ago

Headhunters - Somerset West (+1 location)

Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s). Preparation of client portfolios using Astute and / or product...

from: jobplacements.com (+1 source) - 8 days ago

Mayfly Agri (Pty) Ltd - Cape Town

Managing client expectations and delivering up-to-date financials and compliance filings on time, every time. Acting in accordance with the businesss values and competency framework. Must have experience...

from: jobplacements.com - 14 days ago

IOCO - Cape Town

Develop, maintain, and deliver dashboards, scorecards, and reports for the PMO and senior stakeholders Present findings and insights to senior leadership and governance committees in a clear and concise...

from: executiveplacements.com - 27 days ago

HR Genie - Bellville (+1 location)

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 (+2 sources) - 17 days ago

Mayfly Agri (Pty) Ltd - Cape Town

Delivering accounting and compliance services to a portfolio of clients to allow them to make better decisions and achieve their goals. Experience of producing management accounts and VAT returns is essential...

from: jobplacements.com (+1 source) - 22 days ago

Social Places - Cape Town, Sanddrift

We are a team of 50+ passionate, intelligent, and hard-working individuals. We have a flexible working environment, and a great team culture and are looking for ambitious team members to help scale our... market-related

from: bizcommunity.com - Yesterday

O'Brien Recruitment - Woodstock

Build and maintain strong relationships with key clients to align expectations and deliver excellent service. Drive call center productivity through team management and continuous process improvement. Engage...

from: executiveplacements.com - More than 30 days ago