Latest Client Portfolio Management jobs in Durbanville

39 Client Portfolio Management Jobs in Durbanville

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. We are looking for a financial advisor to manage an existing portfolio of clients... 10 days ago
PORTFOLIO ADMINISTRATOR HR Genie - Bellville Perform general duties to include, but not limited to, copying, mailing and filing of organizational documents and records; Assist advisors with model portfolio switches, mandates and general administration... 10 days ago
Manager:Private Clients CA Financial Appointments - Century City The successful candidate will act as the primary relationship manager for a portfolio of individuals, trusts, and corporate entities. They will lead client engagements, oversee financial reviews, and coordinate... 5 days ago
Bookkeeper / Junior Accountant Recruitment Solutions - Cape Town Monthly management of smaller clients - trusts/CC's/companies on PASTEL Certificate / Diploma in Finance / Accounting / Bookkeeping Accounting tasks relating to yearly financial statements Monthly / Weekly... R 28 000.00 per month 10 days ago
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Broker â€“ Risk (Life) & Commercial Short-Term Insurance Sydsen - Helderberg Please note only candidates with the required experience will be contacted and considered. If you are not contacted within 14 days, kindly consider your application unsuccessful. Strong knowledge of insurance... 8 days ago
Bookkeeper Communicate Recruitment - Cape Town 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. Skills & Experience: Qualification... 204 000 Annually 12 days ago
Investment Analyst Guardian Recruiting - Cape Town Open to other tertiary qualifications depending on experience and evidence of quantitative abilities. Monitor and assess incumbent and current managers alongside the portfolio managers and investment research... 17 days ago
Underwriting Consultant - Mossel Bay Humankind Group - Cape Town Issuing new policies, amendments renewals, and endorsements Resilient with a good level of stress tolerance DOFA confirmation from FSCA 29 days ago
Client Accounting Advisor CA Financial Appointments - Stellenbosch Be part of a dynamic, fast-growing business that puts people and culture first Manage a client portfolio and deliver bookkeeping, VAT returns, and management reporting Join a team that values challenge... More than 30 days ago
Senior Account Executive WatersEdge Solutions - Cape Town WatersEdge Solutions connects high-impact professionals with organisations transforming data into value. Our approach emphasises trust, autonomy, and collaboration—empowering talent to grow while contributing... More than 30 days ago

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