Client Portfolio Management Jobs in Durbanville

HR Genie - Bellville

Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. We are looking for a financial advisor to manage an existing portfolio of clients...

from: jobplacements.com (+1 source) - 10 days ago

HR Genie - Bellville

Perform general duties to include, but not limited to, copying, mailing and filing of organizational documents and records; Assist advisors with model portfolio switches, mandates and general administration...

from: jobplacements.com (+1 source) - 10 days ago

CA Financial Appointments - Century City

The successful candidate will act as the primary relationship manager for a portfolio of individuals, trusts, and corporate entities. They will lead client engagements, oversee financial reviews, and coordinate...

from: executiveplacements.com (+1 source) - 5 days ago

Pillango Placements - Cape Town

Drive Sales: Sell asset finance, primarily flexible rent-to-own finance options for premium commercial vehicles, including brands like Mercedes-Benz, MAN, Scania, and Volvo. Sales experience is not essential... 25000 Monthly

from: jobplacements.com (+2 sources) - 2 days ago

BGC - Cape Town

Excellent verbal, communication and written skills Preparation of annual financial statements Maintain a fixed asset register Duties and Responsibilities:

from: executiveplacements.com - 2 days ago

Recruitment Solutions - Cape Town

Monthly management of smaller clients - trusts/CC's/companies on PASTEL Certificate / Diploma in Finance / Accounting / Bookkeeping Accounting tasks relating to yearly financial statements Monthly / Weekly... R 28 000.00 per month

from: jobplacements.com - 10 days ago

Sydsen - Helderberg (+1 location)

Please note only candidates with the required experience will be contacted and considered. If you are not contacted within 14 days, kindly consider your application unsuccessful. Strong knowledge of insurance...

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

Communicate Recruitment - Cape Town

Your duties will include bookkeeping up to trial balance for a vast portfolio of clients. If you can compile annual financial statements that will be an added benefit. Skills & Experience: Qualification... 204 000 Annually

from: jobplacements.com - 12 days ago

Guardian Recruiting - Cape Town

Open to other tertiary qualifications depending on experience and evidence of quantitative abilities. Monitor and assess incumbent and current managers alongside the portfolio managers and investment research...

from: executiveplacements.com (+1 source) - 17 days ago

Humankind Group - Cape Town

Issuing new policies, amendments renewals, and endorsements Resilient with a good level of stress tolerance DOFA confirmation from FSCA

from: jobplacements.com (+1 source) - 29 days ago