Client Portfolio Management Jobs in Sandton

The Recruitment Council - bryanston, Gauteng

Financial Planning: Expertise in comprehensive financial planning, encompassing retirement planning, estate planning, tax Understand clients' financial goals, risk tolerance, and preferences to provide...

from: jobplacements.com - More than 30 days ago

West Coast Personnel - fourway gardens, Gauteng

(e.g., University of Cape Town''''s Sectional Title Scheme Management , Paddocks Sectional Title Certificate , or CPMD Certificate in Property Management & Development) (Registered Fidelity Fund Certificate... R30,000 - R35,000 per month

from: jobplacements.com - More than 30 days ago

The Recruitment Council - bryanston, Gauteng

A dynamic, high-performance financial services group is on the hunt for a Financial Manager to join their ambitious and fast-growing team in Cape Town. Coordinate tax submissions, SARB compliance, company... R800 000 Per Annum

from: executiveplacements.com - More than 30 days ago

The Recruitment Council - bryanston, Gauteng

35 years experience in a compliance or administrative support role within financial services Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) Collect and compile all necessary FICA documentation... R175 000 – R210 000 Per Annum

from: jobplacements.com - More than 30 days ago

MultiLead Consulting Services - Sandton, Gauteng, South Africa

• Conduct an annual risk review (where necessary) to better understand business operations and processes. Prepare a report based on these reviews which include decisions and recommendations on action needed... Negotiable

from: pnet.co.za - 6 days ago

The Recruitment Council - Johannesburg

Conduct regular portfolio reviews to ensure ongoing client satisfaction and retention. CPD (Continuous Professional Development) compliance. Ensure full compliance with practice management, FAIS, and industry...

from: jobplacements.com - 2 days ago

HR Genie - Johannesburg

Assess external factors affecting risk, such as economic trends, regulatory changes, and claims history. Review applications, inspection reports, and financial statements to determine the degree of risk...

from: jobplacements.com (+1 source) - 5 days ago

Network Recruitment - Johannesburg

Group annual financial statements Prepare technical accounting papers Duties:

from: executiveplacements.com - 9 days ago

Flink Recruitment - Johannesburg

Daily Payouts: Commission paid daily, with 70% released upfront and 30% retained for tax and deductions. Business Infrastructure: Office space, technology, indemnity cover, and compliance support provided...

from: executiveplacements.com - 10 days ago

Network Recruitment - Johannesburg

Managing property-related transactions (rental income, recoveries, etc.) Ensuring compliance with IFRS and internal controls Monthly financial reporting and analysis Job Experience and Skills Required... R 510 000 Annually

from: jobplacements.com - 19 days ago