Latest Client Portfolio Management jobs in Western Cape

48 Client Portfolio Management Jobs in Western Cape

Insurance Administrator Ultra Personnel - Somerset West Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planner and client. Assist with the organization of client... 6 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... 7 days ago
Financial Advisor -WC Flink Recruitment - Cape Town Achieve and exceed production targets with the support of a dedicated branch team. Develop tailored investment, insurance, and retirement strategies for each client. High-Earning Potential: Uncapped commission... 11 days ago
Financial Planning Partner Assistant â€“ Somerset West, Western Cape Headhunters - Somerset West Collate client information (data discovery and fact find) and prepare documentation for engagements between the Financial Planning Partner and client. Check commission statements from CommPay and PPs;... 7 days ago
Forum: Start a Discussion Join
Finance Client Advisor/Accountant Mayfly Agri (Pty) Ltd - Cape Town Please note that subsequent to the screening and shortlisting process, all further communication will be entered into, only with the shortlisted candidates Identifying opportunities to improve and streamline... 13 days ago
PMO Data and Reporting Analyst IOCO - Cape Town Where needed, ensure accuracy, consistency, and completeness of data across portfolio management tools, so that is optimised for strategic reporting purposes. Create Interpret and present performance metrics... 26 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. Proactively identify new business opportunities and promote the full range of... 16 days ago
Finance Accounts Preparer Mayfly Agri (Pty) Ltd - Cape Town Must be articulate, capable of training others, and demonstrate the ability to prioritize tasks to ensure efficient performance Please note that subsequent to the screening and shortlisting process, all... 21 days ago
Collections Operations Manager O'Brien Recruitment - Woodstock This role is perfect for a motivated leader who thrives in a fast-paced environment and has a passion for driving operational excellence. If you’re ready to inspire teams, elevate performance, and lead... More than 30 days ago
Account Executive Social Places - Cape Town, Sanddrift We are looking for a dynamic and passionate account executive. This role is a combination of supporting the account management team with administrative tasks and managing a portfolio of smaller accounts... market-related Today

Top locations