Latest Client Portfolio Management jobs in Helderberg

6 Client Portfolio Management Jobs in Helderberg

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
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
Personal Lines Broker - Stellenbosch Negotiable Global Options - Stellenbosch, Western Cape, South Africa Identify opportunities to advise clients on additional benefits available to them with the aim of up-selling their short-term insurance cover. Keep meticulous records on Salesforce and Drive of all advice... Negotiable 18 days ago
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Financial Planning Partner Assistant Merand Corbett & Associates - Somerset West - Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required. - Critical thinking: ability to strategize, research and... More than 30 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

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