37 Client Portfolio Management Jobs in Cape Town - page 3
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Broker – Risk (Life) & Commercial Short-Term Insurance Sydsen Recruit - Helderberg, Somerset West, South Africa As a Broker in our company, you will be responsible for identifying client needs, structuring suitable cover, and delivering exceptional after-sales service. You will have the opportunity to work with... 9 days ago
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Client Analyst Circana - Cape Town, Western Cape, Gauteng, Cape Town Western Cape, GB Based in South Africa, you will be working as part of the Circana APAC (Australia-based) Data Release (Client Delivery) team. The Client Analyst role supports the Client Delivery team in attaining high... 11 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... 11 days ago
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Investment Portfolio Administrator The Talent Experts - Claremont, Western Cape, South Africa You'll take charge of the investment administrative processes supporting client portfolio management. This includes preparing and coordinating key FAIS and FICA documents, maintaining comprehensive records... 12 days ago
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Bookkeeper Communicate Finance - Cape Town: Northern Suburbs, Cape Town North, South Africa Your duties will include bookkeeping up to trial balance for a vast portfolio of clients. If you can compile annual financial statements that will be an added benefit. If you have not had any response... 13 days ago
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Accountant CA Financial Appointments - Wynberg My client, an Accounting and Auditing firm in the Southern Suburbs, seeks the assistance of an Accountant to join their team. In this role you will be responsible for the full accounting function to a... More than 30 days ago
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Financial Consultant Market Related - 100% Commission + Pool System Nexus Recruitment - Woodmead, Nelspruit, Centurion & Cape Town, Gauteng, South Africa Previous sales or financial industry experience is advantageous, but not essential—your drive and vision are what matter most An entrepreneurial mindset with a passion for personal and financial growth... Market Related - 100% Commission + Pool System 17 days ago
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Investment Platform Model Portfolio Consultant CTC - Yearly Rory Mackie & Associates - Cape Town, South Africa, Cape Town, South Africa The Model Portfolio Team is a dynamic team within the platform, which focuses their servicing efforts on the administration and servicing of model portfolio providers which may include fund administration... CTC - Yearly 18 days ago
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Commercial Underwriter | Claremont The Recruitment Council - claremont, Western Cape A well-established short term Insurance brokerage based in Claremont, Cape Town, requires the services of an experienced Commercial Lines Underwriter. Understanding of insurance products and proposals Experienced... R30 000 - R40 000 pm More than 30 days ago
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Financial Accountant Cresco Consulting - Cape Town, Western Cape, South Africa Ensure partner/manager is informed of all client issues and receives required documentation promptly Present financial findings to clients in a clear, value-adding manner Liaise with internal teams, external... 18 days ago
Top locations
- Bellville (4)
- Somerset West (4)
- Claremont (3)
- Stellenbosch (3)
- Century City (2)
- Durbanville (1)
- Wynberg (1)
- Helderberg (1)
- See more