Latest Client Portfolio Management jobs in Claremont

44 Client Portfolio Management Jobs in Claremont

Wealth Management Assistant Frogg Recruitment SA - claremont, Western Cape Experience in and solid knowledge and understanding of FICA, FAIS, and financial needs analysis Please apply online More than 30 days ago
Financial Planning Assistant (Somerset West) PartnerUp (Pty) Ltd - Cape Town their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the o Capture and checking of new business documentation to ensure completeness and accuracy in... 4 days ago
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... 8 days ago
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... 10 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... 18 days ago
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... 23 days ago
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... 13 days ago
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... 29 days ago
Collections Operations Manager O'Brien Recruitment - Woodstock This role is perfect for a motivated leader who thrives in a fast-paced environment and has a passion for driving operational excellence. If you’re ready to inspire teams, elevate performance, and lead... More than 30 days ago
Strategic Relationship Manager - Cape Town West Coast Personnel - CapeTown Deliver and promote company value-added services including online travel solutions, virtual card payments, and executive booking services. Manage and strengthen multi-level client relationships (from travel... R 45000.00 More than 30 days ago

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