Client Portfolio Management Jobs in Western Cape

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Strategic Relationship Manager - Cape Town  

West Coast Personnel - CapeTown

Deliver and promote company value-added services including online travel solutions, virtual card payments, and executive booking services. Manage and strengthen multi-level client relationships (from travel... R 45000.00

from: jobplacements.com - More than 30 days ago

PORTFOLIO ADMINISTRATOR  

HR Genie - Bellville

Answer all incoming calls promptly and politely; assess callers requirements; transfer calls; take messages; deliver messages to the relevant staff member timeously; Prepare, distribute and process investment...

from: jobplacements.com - More than 30 days ago

Wealth Management Assistant  

Frogg Recruitment SA - claremont, Western Cape

Experience in and solid knowledge and understanding of FICA, FAIS, and financial needs analysis Please apply online

from: executiveplacements.com - More than 30 days ago

Multi-Asset Investment Analyst/ Junior Analyst  

Rory Mackie & Associates - Cape Town

If you are currently working within a LISP environment or a Unit Trust company and looking to get into asset management as a Junior Investment Analyst, then this role is for you. This opportunity will...

from: jobplacements.com - More than 30 days ago

Account Executive  

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 - 3 days ago

Financial Controller / Accountant  

LRC Recruitment - Bellville, Western Cape

The Financial Controller will be responsible for ensuring sound financial governance, reporting accuracy, and commercial insight that drives client success. Maintain accurate financial records and ensure...

from: compujobs.co.za - 3 days ago

Wealth Manager - International  

Nedbank - Cape Town, ZA

Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation...

from: Nedbank - 8 days ago

Finance Client Advisor  

Mayfly Agri Ltd - Western Cape, ZA (+1 location)

Strong attention to detail, effective workload management, and the ability to consistently meet deadlines are essential, along with strong communication skills and articulate expression Preparing and reviewing... Not specified

from: mrjobs.co.za (+1 source) - 15 days ago

Relationship Manager: Emerging Business - Foreshore, Western Cape  

Access Bank PLC - Foreshore, Western Cape

Conduct thorough credit assessments of clients, analyzing financial statements, business plans, and market conditions. Collaborate with the credit risk team to ensure that credit facilities are structured...

from: workable.com - 16 days ago

Banker, Relationship Enterprise Portfolio - AZ Berman Dr, 75 Liberty Promenade  

Standard Bank Group - Western Cape, ZA

FAIS Representative (Financial Advisory and Intermediary Services Act) certification is often required, especially in regions where this is a regulatory requirement. Additional certifications in Risk Management... Not specified

from: mrjobs.co.za - 21 days ago


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