Client Portfolio Management Jobs in Western Cape

Ultra Personnel - Somerset West (+1 location)

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...

from: jobplacements.com (+3 sources) - 7 days ago

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...

from: jobplacements.com - 8 days ago

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...

from: executiveplacements.com - 12 days ago

Headhunters - Somerset West (+1 location)

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;...

from: jobplacements.com (+1 source) - 8 days ago

Mayfly Agri (Pty) Ltd - Cape Town (+1 location)

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...

from: jobplacements.com (+1 source) - 14 days ago

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...

from: executiveplacements.com - 27 days ago

HR Genie - Bellville (+1 location)

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...

from: jobplacements.com (+2 sources) - 17 days ago

Mayfly Agri (Pty) Ltd - Cape Town (+1 location)

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...

from: jobplacements.com (+2 sources) - 22 days ago

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

from: bizcommunity.com - Yesterday

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...

from: executiveplacements.com - More than 30 days ago