44 Client Portfolio Management Jobs in Bellville
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SENIOR FINANCIAL ADVISOR/WEALTH MANAGER HR Genie - Bellville Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. Proactively identify new business opportunities and promote the full range of... 7 days ago
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PORTFOLIO ADMINISTRATOR HR Genie - Bellville Answer all incoming calls promptly and politely; assess callers requirements; transfer calls; take messages; deliver messages to the relevant staff member timeously; Prepare, distribute and process investment... More than 30 days ago
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Portfolio AdministratorHire Resolve
7439 Bellville, South Africa We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise Prepare... R300 000 24 days ago -
Senior Wealth Assistant - Bellville - Financial ServicesHire Resolve
8000 Bellville, South Africa This is an excellent opportunity for a driven and experienced professional to take on a challenging and rewarding role in the wealth management industry. If you meet the qualifications and are ready to... R450 000 25 days ago - Forum: Start a Discussion Join
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Financial Advisor -WC Flink Recruitment - Cape Town Achieve and exceed production targets with the support of a dedicated branch team. Develop tailored investment, insurance, and retirement strategies for each client. High-Earning Potential: Uncapped commission... 2 days ago
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Finance Client Advisor/Accountant Mayfly Agri (Pty) Ltd - Cape Town Please note that subsequent to the screening and shortlisting process, all further communication will be entered into, only with the shortlisted candidates Identifying opportunities to improve and streamline... 4 days ago
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Finance Accounts Preparer Mayfly Agri (Pty) Ltd - Cape Town Must be articulate, capable of training others, and demonstrate the ability to prioritize tasks to ensure efficient performance Please note that subsequent to the screening and shortlisting process, all... 12 days ago
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PMO Data and Reporting Analyst IOCO - Cape Town Where needed, ensure accuracy, consistency, and completeness of data across portfolio management tools, so that is optimised for strategic reporting purposes. Create Interpret and present performance metrics... 17 days ago
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Investment Manager WatersEdge Solutions - Cape Town The Investment Manager will be responsible for promoting funding-related products, managing client onboarding and relationships, and ensuring adherence to compliance frameworks. The role involves close... 23 days ago
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ESG Reporting Analyst HR Genie - Cape Town One would describe you as a numerically inclined, innovative, dedicated and knowledgeable professional, who will share in and support their commitment to integrate ESG principles effectively into their... 24 days ago
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