Portfolio Manager Assistant Jobs

Network Recruitment - Johannesburg, Gauteng, ZA (+2 locations)

They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. This role offers an exciting opportunity to gain valuable experience in the wealth management industry and...

from: adzuna.co.za (+2 sources) - 4 days ago

Guardian Recruiting - Cape Town City Centre, Cape Town Region, ZA

All job postings are in accordance with our Client's BEE requirements negotiable

from: adzuna.co.za (+2 sources) - 3 days ago

Hire Resolve - Johannesburg, Gauteng (+1 location)

You will work closely with the investment team to identify investment opportunities, evaluate risks, and make informed investment decisions. You will also be responsible for monitoring market trends, conducting... 550,000 - 650,000

from: workable.com (+3 sources) - 10 days ago

Headhunters - East London, Buffalo City, ZA (+2 locations)

Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture... Monthly

from: adzuna.co.za (+4 sources) - 13 days ago

Ultra Personnel - Kloof, eThekwini, ZA

Pay (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment Escalate with PPs regarding commissions / fees due to the Financial... Monthly

from: adzuna.co.za (+4 sources) - 18 days ago

Tracking Talent – a Wilson HCG company - Knysna, Western Cape, South Africa

Proactively manage all client, intermediary and third party manager queries and process their requests (For example, portfolio queries, tax reports, fees etc.) Private Wealth Management company is looking...

from: pnet.co.za - 5 days ago

Headhunters - East London, Buffalo City, ZA

Check and ensure integrity of client data in the various advice tools and CRMs. 2. Financial Planning preparation & Client Reviews: XPlan Wealth Maps (client repots) must be complete and ready before any... Monthly

from: adzuna.co.za (+4 sources) - 20 days ago

RPO Recruitment - Gqeberha, Eastern Cape

RPO is a Specialist Recruitment Agency that provides candidates and clients with unique recruitment solutions tailored to their needs. We focus on helping you reach your personal and professional goals... 198,000 - 300,000

from: workable.com (+1 source) - 6 days ago

George, Western Cape, South Africa

You need a complete profile before you can make applications. Would you like to complete your profile now? Equity Analyst And Assistant to Portfolio Manager Sandton 2024/04/17 Terms & Conditions #J-18808...

from: jobleads.co.za - 13 days ago

East London, Eastern Cape, South Africa

In this role you will be working within a Mixed Tax team consisting of six staff. Whilst this role will be mixed tax in nature, there is the option to sway your focus towards personal tax. The team also...

from: jobleads.co.za - 8 days ago