Client Portfolio Management Jobs in Johannesburg

Robert Walters - Johannesburg, Johannesburg, South Africa

Analyse, interpret and understand financial statements and complex financial models with an understanding of accounting practices, legal, tax, industry and regulatory requirements. Undertake client visits...

from: pnet.co.za - 15 days ago

Sheldon Recruitment - JHB - Central, Johannesburg Metropolitan, South Africa

Sales – cold call and find new clients; educate/promote full product offering; manage profit margins; track, control and influence sales activities; actively grow the client base by agreed target Portfolio...

from: pnet.co.za - 20 days ago

Rory Mackie & Associates - Johannesburg, Gauteng, South Africa

Familiarize yourself with corporate action events, consider tax and accounting impact and ensure correctly accounted for across all systems/service providers Investigate any issues and communicate accordingly... Undisclosed

from: careerjunction.co.za - 5 days ago

Headhunters - Johannesburg, South Africa, Johannesburg, South Africa

Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s). Preparation of client portfolio's using Astute and / or product... From 0 to 0 (Ctc) - Monthly

from: pnet.co.za - 26 days ago

Competent Candidates (PTY) LTD - Johannesburg, Gauteng, South Africa

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... Undisclosed

from: careerjunction.co.za - 8 days ago

Network Finance - Johannesburg North, Johannesburg, South Africa (+1 location)

A JSE-listed property company is looking for a talented individual to join our dynamic team as a Financial Manager. Board and audit committee submissions Prepare technical accounting papers Property industry...

from: pnet.co.za (+1 source) - 12 days ago

Old Mutual - Johannesburg, Gauteng, South Africa

Are you a driven sales professional or entrepreneur at heart? Ready to turn your ambition into a rewarding career that offers uncapped earning potential, expert training, and the freedom to build your... Undisclosed

from: careerjunction.co.za - 13 days ago

Network Finance - Johannesburg North

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit www.networkrecruitment.co.za. Ensuring compliance with IFRS and internal controls Monthly financial... R510 000,00 - R545 000,00 (PER YEAR) Approx Monthly Salary: R42 500,00 - R45 416,00

from: jobmail.co.za - 22 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

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