7 Client Portfolio Management Jobs in Somerset West
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Insurance Administrator Ultra Personnel - Somerset West Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously. Submit orders for stationery, business... 3 days ago
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Financial Planning Partner Assistant – Somerset West, Western Cape Headhunters - Somerset West Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s). Preparation of client portfolios using Astute and / or product... 4 days ago
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Commercial Insurance Broker - Stellenbosch Negotiable Global Options - Stellenbosch, Western Cape, South Africa Attend weekly sales meetings and any additional meetings called by the Sales Director, contributing insights and updates on sales activities. Perform daily cold calling to potential clients to generate... Negotiable 23 days ago
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SENIOR FINANCIAL ADVISOR/WEALTH MANAGER HR Genie - Bellville This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed salary. Conduct quality control on the outputs... 13 days ago
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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... More than 30 days ago
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Commercial Underwriter - Stellenbosch Negotiable Global Options - Stellenbosch, Western Cape, South Africa Perform any additional tasks as required by the Department Head or brokers, demonstrating flexibility and a willingness to support the team as needed. Prepare and maintain comprehensive client fleet lists... Negotiable 23 days ago
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Portfolio AdministratorHire Resolve
Bellville The ideal candidate will be proactive, client-focused, and capable of handling multiple tasks with precision. Job Summary 30 days ago
Top locations
- Cape Town (89)
- Stellenbosch (5)
- Bellville (3)
- Claremont (1)
- Wellington (1)
- Western Cape (236)
- City of Cape Town (17)