Latest Client Portfolio Management jobs in Port Elizabeth

5 Client Portfolio Management Jobs in Port Elizabeth

Portfolio Assistant / Administrator Profile Personnel - Port Elizabeth Daily and monthly planning & reporting on key areas (client review/appointments etc.) Proactively finding solutions for clients to ensure a professional service Minimum of two years’ experience in an investment... 6 days ago
Relationship Manager, Business Banking, Gqeberha Sheldon Recruitment and Selection - Portelizabeth Sales cold call and find new clients; educate/promote full product offering; manage profit margins; track, control and influence sales activities; actively grow the client base by agreed target Portfolio... 17 days ago
Personal Assistant / Administrator to Financial Advisor Ultra Personnel - Portelizabeth Monitoring the submission of intermediary appointment notes to ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant PPs. Assist with the organization... 27 days ago
Financial Planner Partner Assistant - Overbaakens Catch - 6000 Gqeberha, South Africa Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously. Preparation of client portfolio’s... More than 30 days ago
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Relationship Manager, Business Banking, Gqeberha Sheldon Recruitment - Port Elizabeth, Western Region, South Africa Sales – cold call and find new clients; educate/promote full product offering; manage profit margins; track, control and influence sales activities; actively grow the client base by agreed target Portfolio... 17 days ago

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