38 Client Portfolio Management Jobs in City of Cape Town
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Insurance Administrator Ultra Personnel - Somerset West Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously. Submit orders for stationery, business... 6 days ago
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Financial Planning Assistant (Somerset West) PartnerUp (Pty) Ltd - Cape Town o Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of o Monitoring the submission of intermediary appointment notes to ensure clients successfully o... 7 days ago
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Financial Advisor -WC Flink Recruitment - Cape Town Build and manage a portfolio of clients, offering personalized financial advice and solutions. Supportive Culture: Work with a team of experienced professionals in a high-performance environment 23 Years... 11 days ago
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Financial Planning Partner Assistant – Somerset West, Western Cape Headhunters - Somerset West 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 portfolios using Astute and / or product... 7 days ago
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Finance Client Advisor/Accountant Mayfly Agri (Pty) Ltd - Cape Town Managing client expectations and delivering up-to-date financials and compliance filings on time, every time. Acting in accordance with the businesss values and competency framework. Must have experience... 13 days ago
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PMO Data and Reporting Analyst IOCO - Cape Town Develop, maintain, and deliver dashboards, scorecards, and reports for the PMO and senior stakeholders Present findings and insights to senior leadership and governance committees in a clear and concise... 26 days ago
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SENIOR FINANCIAL ADVISOR/WEALTH MANAGER HR Genie - Bellville This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed salary. Conduct quality control on the outputs... 16 days ago
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Finance Accounts Preparer Mayfly Agri (Pty) Ltd - Cape Town Delivering accounting and compliance services to a portfolio of clients to allow them to make better decisions and achieve their goals. Experience of producing management accounts and VAT returns is essential... 21 days ago
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Collections Operations Manager O'Brien Recruitment - Woodstock Build and maintain strong relationships with key clients to align expectations and deliver excellent service. Drive call center productivity through team management and continuous process improvement. Engage... More than 30 days ago
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Account Executive Social Places - Cape Town, Sanddrift We are a team of 50+ passionate, intelligent, and hard-working individuals. We have a flexible working environment, and a great team culture and are looking for ambitious team members to help scale our... market-related Today
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