Client Portfolio Management Jobs in Claremont

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

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

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

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

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

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

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

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

To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements. To effectively service your clients that may be in other centers... Market Related

from: pnet.co.za - 14 days ago

Headhunters - Cape Town, South Africa, Cape Town, South Africa

Knowledge of Astute, Elite Wealth system, and NinetyOne investment platform will be advantageous. Please note should you not receive a response within two weeks of applying you may assume that your application... Commensurate with experience.

from: pnet.co.za - 15 days ago