Client Portfolio Management Jobs in Claremont

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

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 - 4 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 - 8 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 - 10 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) - 18 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 - 23 days ago

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) - 13 days ago

WatersEdge Solutions - Cape Town

The Investment Manager will be responsible for promoting funding-related products, managing client onboarding and relationships, and ensuring adherence to compliance frameworks. The role involves close...

from: executiveplacements.com - 29 days ago

O'Brien Recruitment - Woodstock

This role is perfect for a motivated leader who thrives in a fast-paced environment and has a passion for driving operational excellence. If you’re ready to inspire teams, elevate performance, and lead...

from: executiveplacements.com - More than 30 days ago

West Coast Personnel - CapeTown

Deliver and promote company value-added services including online travel solutions, virtual card payments, and executive booking services. Manage and strengthen multi-level client relationships (from travel... R 45000.00

from: jobplacements.com - More than 30 days ago