Client Portfolio Management Jobs in Edenvale

Catch - NA Edenvale, South Africa

• Proactively manage policy renewal processes, ensuring policies are reviewed, updated and renewed in a timely manner. • Process policy endorsements efficiently and accurately, including changes in cover...

from: simplify.hr - More than 30 days ago

The Recruitment Council - Johannesburg

Conduct regular portfolio reviews to ensure ongoing client satisfaction and retention. CPD (Continuous Professional Development) compliance. Ensure full compliance with practice management, FAIS, and industry...

from: jobplacements.com - 2 days ago

HR Genie - Johannesburg

Assess external factors affecting risk, such as economic trends, regulatory changes, and claims history. Review applications, inspection reports, and financial statements to determine the degree of risk...

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

Network Recruitment - Johannesburg

Group annual financial statements Prepare technical accounting papers Duties:

from: executiveplacements.com - 9 days ago

Flink Recruitment - Johannesburg

Daily Payouts: Commission paid daily, with 70% released upfront and 30% retained for tax and deductions. Business Infrastructure: Office space, technology, indemnity cover, and compliance support provided...

from: executiveplacements.com - 10 days ago

The Recruitment Council - bedfordview, Gauteng

Conduct research, prepare financial plans and reports, and assist with portfolio reviews Wealth Management or similar qualification (minimum 120 credits, NQF Level 8) Experience with high-net-worth individuals...

from: jobplacements.com - More than 30 days ago

Network Recruitment - Johannesburg

Their forward-thinking approach, strong governance, and focus on people have positioned them as a market pioneer , consistently staying ahead of industry trends and contributing to the transformation of... R 820 000 Annually

from: executiveplacements.com (+1 source) - 13 days ago

Network Recruitment - Johannesburg

Managing property-related transactions (rental income, recoveries, etc.) Ensuring compliance with IFRS and internal controls Monthly financial reporting and analysis Job Experience and Skills Required... R 510 000 Annually

from: jobplacements.com - 19 days ago

Network Recruitment - Johannesburg (+1 location)

Support senior brokers and client executives with administrative, technical, and client-facing responsibilities. Maintain and grow client relationships by providing proactive advice, policy servicing,...

from: jobplacements.com (+2 sources) - 25 days ago

Bright City Talent - Johannesburg

Strategic Client Management: The Portfolio Manager will develop and implement sales strategies for the company's Top 100 strategic partners, ensuring alignment with overall business goals. The role requires...

from: executiveplacements.com - 27 days ago