Client Portfolio Management Jobs in Somerset West

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...

from: jobplacements.com (+1 source) - 4 days ago

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...

from: jobplacements.com - 5 days ago

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

from: pnet.co.za - 24 days ago

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...

from: jobplacements.com - 14 days ago

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...

from: jobplacements.com - More than 30 days ago

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

from: pnet.co.za - 24 days ago