Client Portfolio Management Jobs in Edenvale

The Recruitment Council - bryanston, Gauteng

Financial Planning: Expertise in comprehensive financial planning, encompassing retirement planning, estate planning, tax Understand clients' financial goals, risk tolerance, and preferences to provide...

from: jobplacements.com - More than 30 days ago

West Coast Personnel - fourway gardens, Gauteng

(e.g., University of Cape Town''''s Sectional Title Scheme Management , Paddocks Sectional Title Certificate , or CPMD Certificate in Property Management & Development) (Registered Fidelity Fund Certificate... R30,000 - R35,000 per month

from: jobplacements.com - More than 30 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 - 29 days ago

The Recruitment Council - bryanston, Gauteng

35 years experience in a compliance or administrative support role within financial services Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) Collect and compile all necessary FICA documentation... R175 000 – R210 000 Per Annum

from: jobplacements.com - More than 30 days ago

Business Capital Group - Johannesburg

Computer skills • Proficient in the full MS Office suite with advanced excel. Rolling out head office controls and processes to the Overseeing and coordination of the internal and external Prepare Annual...

from: executiveplacements.com - More than 30 days ago

The Recruitment Council - Johannesburg

35 years experience in a compliance or administrative support role within financial services Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) Collect and compile all necessary FICA documentation...

from: jobplacements.com - 29 days ago

Right People Right Job - Johannesburg

Oversee forecasting and reporting cycles, including performance reviews. Build a high-performance, motivated team culture through effective leadership. Collaborate with legal teams to mitigate reputational...

from: executiveplacements.com - More than 30 days ago

Curiska - Johannesburg

Handle and process client report requests (e.g., portfolio valuations, income and expenses, tax packs). Minimum of 2 years’ experience in financial services , preferably in wealth management or investment...

from: jobplacements.com - More than 30 days ago

The Recruitment Council - Johannesburg

Provide tailored financial advice to high-net-worth individuals (HNWIs) using a holistic approach across investment, insurance, fiduciary, and lending solutions. Identify and refer opportunities across...

from: jobplacements.com - More than 30 days ago

Network Recruitment - Johannesburg

You will be responsible for the full financial management of a property portfolio, including monthly reporting, budgeting, forecasting, and variance analysis. Manage lease accounting, tenant billing, recoveries... R 660 000 Annually

from: executiveplacements.com - More than 30 days ago