Client Portfolio Management Jobs in Ekurhuleni

HR Genie - Nigel

Insurance: Identify all insurable and non-insurable risks and ensure risks are managed accordingly. Manage / oversee Company Insurance portfolio. Risk Assessment and Analysis: Identify potential risks...

from: jobplacements.com (+1 source) - 13 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

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

Global Options - Bedfordview, Gauteng, South Africa

Regularly meet with Employee Benefits (EB) clients as part of the company's Staff Advisory Service to provide tailored financial advice and support. Investigate any refunded or unmet debit orders for clients... Supplementary salary and commission

from: pnet.co.za - 6 days ago

Global Options - Bedfordview, Gauteng, South Africa

Prepare professional presentations, quotations, and client portfolio packs, ensuring all materials are accurate, well-presented, and delivered on time. Assist brokers in compiling detailed reports and... Negotiable

from: pnet.co.za - 6 days ago

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

Reconciliation of Debtors/Creditors and cash book Submit VAT returns on Efiling

from: pnet.co.za - 6 days ago

Armstrong Appointments - Bedfordview, Johannesburg, Gauteng, 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: pnet.co.za - 12 days ago

Armstrong Appointments - Bedfordview, Gauteng, South Africa

Filing of notices of objections and suspension of debt on e-filing. Manage full accounting and tax function of client portfolio. Income tax returns for individuals and companies. The candidates must possess...

from: pnet.co.za - 12 days ago

GSI Talent Solutions Pty Ltd - Bedfordview, Gauteng, South Africa

Draft annual financial statements for companies, trusts, and sole proprietors using Caseware Income tax and provisional tax returns (companies & individuals) Excellent communication and interpersonal skills... 420000

from: pnet.co.za - 12 days ago

GSI Talent Solutions Pty Ltd - Bedfordview (JHB), Gauteng, South Africa

VAT returns for sole proprietors, companies, and trusts. At least 3 - 5 years' experience in an accounting environment. Accounting Degree or Higher Diploma. This is non-negotiable. Knowledge on Caseware... Market Related Monthly Basic Salary

from: pnet.co.za - 13 days ago