Client Portfolio Management Jobs in Helderberg

Sydsen - Helderberg

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 - 8 days ago

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

Global Options - Stellenbosch, Western Cape, South Africa

Identify opportunities to advise clients on additional benefits available to them with the aim of up-selling their short-term insurance cover. Keep meticulous records on Salesforce and Drive of all advice... Negotiable

from: pnet.co.za - 18 days ago

Merand Corbett & Associates - Somerset West

- Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required. - Critical thinking: ability to strategize, research and...

from: jobplacements.com - More than 30 days ago

CA Financial Appointments - Stellenbosch

Be part of a dynamic, fast-growing business that puts people and culture first Manage a client portfolio and deliver bookkeeping, VAT returns, and management reporting Join a team that values challenge...

from: jobplacements.com - More than 30 days ago