Client Portfolio Management Jobs in George

Catch - 6000 George, South Africa

The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate...

from: simplify.hr - More than 30 days ago

Headhunters - George, South Africa, George, South Africa

Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Arrange client medicals... commensurate with experience.

from: pnet.co.za - 12 days ago

Old Mutual Personal Financial Advice - george, Western Cape, South Africa

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 - 12 days ago

Montana Resourcing - George, Western Cape, South Africa

Operations: Data discovery and fact finding; FICA and AML; Client transfer and new business transactions; monitor underwriting; arrange medicals and related documents for new business; check of commissions... 20000.00

from: pnet.co.za - 26 days ago