Client Portfolio Management Jobs

Cresco Consulting - Cape Town, Western Cape, South Africa

Our client is looking for a Financial Accountant at Consultant Level who can independently manage a moderately complex client portfolio. This role is focused on delivering high-quality accounting, tax...

from: pnet.co.za - 6 days ago

Communicate Finance - Cape Town: City Bowl, Cape Town, South Africa

Are you a numbers-savvy professional looking to grow your career in a fast-paced, client-focused environment? A well-established tax and advisory firm based in the northern suburbs of Cape Town is on the...

from: pnet.co.za - 6 days ago

Old Mutual Personal Financial Advice - Secunda, Ermelo, Standerton, Volksrust, Carolina, Hendrina, Mpumalanga, South Africa (+2 locations)

The Old Mutual Personal Financial Adviser Academy offers a comprehensive 24-month development and structured learning programme ; inclusive of on-the-job coaching and training (observations, role-plays...

from: pnet.co.za - 11 days ago

Pillangó Placements - PTA - East, Tshwane Metropolitan, South Africa

Are you an intelligent and organised Law or B Com graduate with a passion for customer service and building a specialised career in the financial services industry? Work alongside experienced professionals...

from: pnet.co.za - 7 days ago

Global Options - Stellenbosch, Western Cape, South Africa

Our client, an insurance brokerage situated in Stellebosch is looking for a dedicated and proactive Personal Lines Sales Consultant to join their team. This role is pivotal in generating, maintaining and... Negotiable

from: pnet.co.za - 7 days ago

Global Options - Bedfordview, Gauteng, South Africa

Our client, based in Bedfordview is looking for a highly organised and efficient Commercial Lines Underwriter to provide comprehensive administrative support to their brokers. Perform any additional tasks... Negotiable

from: pnet.co.za - 7 days ago

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

Bookkeeper to balance sheet for a portfolio of clients in different industries. Accounting and Audit firm in Bedfordview Ability to deal with VAT audits.

from: pnet.co.za - 7 days ago

Humankind Group - Sandton, Sandton, South Africa

The Relationship Manager – Trade Finance is responsible for managing and growing a portfolio of corporate clients, providing trade finance solutions, and developing long-term relationships. The role involves...

from: pnet.co.za - 8 days ago

The Talent Experts - Claremont, Western Cape, South Africa

You're a driven, detail-oriented professional who thrives on structure, precision, and client satisfaction. You take initiative, communicate with clarity, and manage multiple priorities effortlessly. You're...

from: pnet.co.za (+1 source) - 11 days ago

Unique Personnel - Johannesburg, Liechtenstein, South Africa

Manage a full scope portfolio of clients' taxes, including all administrative tasks, paperwork, and coordination - from start to finish. This means you'll be handling everything from the "nuts and bolts"...

from: pnet.co.za - 12 days ago