Latest Client Portfolio Management jobs in Western Cape (page 5)

56 Client Portfolio Management Jobs in Western Cape - page 5

Paraplanner / Senior Assistant to Financial Advisors – Tyger Waterfront Bellville. Commensurate with experience. Headhunters - Cape Town, South Africa, Cape Town, South Africa Knowledge of Astute, Elite Wealth system, and NinetyOne investment platform will be advantageous. Please note should you not receive a response within two weeks of applying you may assume that your application... Commensurate with experience. 16 days ago
Top Finance Graduates Wanted! Trainee Financial Advisors for our client Oasis Group Holdings in Cape Town, Johannesburg & Durban Market Related Careerline Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa Stay updated with changes in tax laws, financial regulations, and the economic environment relevant to financial planning. Shadow experienced advisors to understand best practices in client servicing and... Market Related 15 days ago
Financial Planning Partner Assistant – George, Western Cape commensurate with experience. Headhunters - George, South Africa, George, South Africa 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;... commensurate with experience. 16 days ago
Hiring a Financial Advisor for our Client in Cape Town Market Related Careerline Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements. To effectively service your clients that may be in other centers... Market Related 15 days ago
Financial Adviser Old Mutual Personal Financial Advice - george, Western Cape, South Africa Are you a driven sales professional or entrepreneur at heart? Ready to turn your ambition into a rewarding career that offers uncapped earning potential, expert training, and the freedom to build your... 16 days ago
Portfolio Manager Assistant Network Finance - Cape Town: City Bowl, Cape Town, South Africa You will act as a key point of contact for clients, providers, and internal teams—ensuring that all new business, client queries, and administrative functions are processed efficiently, accurately, and... 16 days ago
Investment Operations Analyst- Asset Management RecruitMyMom (Pty) Ltd - Rondebosch, Cape Town, South Africa A leading Asset Manager is hiring an EE Portfolio Implementation Specialist in their Fixed Interest Team. As part of a team, you will be responsible for providing administrative, procedural and risk management... 17 days ago
Financial Accountant Market related Joblink Placement - Observatory, Cape Town, Western Cape, South Africa Software experience: Caseware Working Papers, Pastel, Sage, Xero, GreatSoft, MS Office Suite Engage with clients professionally on deliverables and planning matters Familiarity with preparing and submitting... Market related 20 days ago
Financial Advisor / Planner Excellent Staffing - CPT - Northern Suburbs, Cape Town North, South Africa This is more than just a job; it's a purpose-driven path towards financial freedom—for both you and your clients. If you're passionate about helping people build a secure future while achieving your own... 22 days ago
Wealth Management Roles - UK Experience Essential ZAQ Agency - Somerset West, Western Cape, South Africa We're partnering with a leading UK wealth management firm expanding its operations into South Africa. We're looking for experienced professionals - including Paraplanners , Financial Advisors , and Wealth... 23 days ago

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