Latest Client Portfolio Management jobs in Claremont (page 2)

37 Client Portfolio Management Jobs in Claremont - page 2

MANAGER - Entrepreneurial Business Services (Accounting, Tax & Secretarial) ADAPTHR CONSULTING PTY LTD - Cape Town Are you ready to take your career to the next level? An exciting opportunity has opened for a driven and detail-oriented Manager to join a fast-paced professional services firm in a leadership role within... 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... More than 30 days ago
Account Executive WatersEdge Solutions - Cape Town As an Account Executive, you'll contribute to the overall sales strategy, manage a portfolio of key accounts, and ensure smooth sales operations from prospecting to closing. Your responsibilities will... More than 30 days ago
Head of Finance Tanya Serra Food, Wine, Hospitality Recruitment - Cape Town, Western Cape This role is ideal for a proactive leader who thrives in building processes from the ground up, has strong Xero accounting expertise, and can balance day-to-day operational control with long-term business... 9 days ago
Investment Platform Model Portfolio Consultant Rory Mackie & Associates - Cape Town Provides a holistic service to Model Portfolio Providers who manage model portfolios on behalf of their clients, as well as to Independent Financial Advisors with a FAIS Category II license managing model... More than 30 days ago
Client Relationship Officer Capital Edge Recruitment - Cape Town, Western Cape Client Service: Be the primary contact for client queries, resolve issues promptly, and deliver outstanding service. Build long-term, trusted relationships by understanding and anticipating client needs... More than 30 days ago
Investment Operations Analyst Capital Edge Recruitment - Cape Town, Western Cape Operational Support: Contribute to system processes, data integrity, audit support, and creation of reports for both portfolio managers and clients. Project Involvement: Support a range of projects and... More than 30 days ago
Business Development (Asset Finance) Pillangó Placements - Cape Town, Cape Town, South Africa This is your chance to start a career with unlimited growth potential in a professional business ! You'll receive training and mentorship to help you become an expert in the field, while enjoying an attractive... 2 days ago
Paraplanner - Cape Town Shift Pursuit Pty Ltd - Cape Town, Western Cape, South Africa This role involves providing both technical and administrative support to financial advisors and management. You will assist with preparing financial plans, processing documentation, managing client portfolios... 4 days ago
SENIOR FINANCIAL ADVISOR/WEALTH MANAGER at Competent Candidates Competent Candidates (PTY) LTD - Bellville, Western Cape, South Africa Process and implement client instructions related to switches, repurchases, maturities, surrenders, and Section 14 and Section 37 transfers. Conduct quality control on the outputs of Wealth Managers to... Undisclosed 12 days ago

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