Client Portfolio Management Jobs in Western Cape

Careerline Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa

To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements. To effectively service your clients that may be in other centers... Market Related

from: pnet.co.za - 18 days ago

Headhunters - George, South Africa, George, South Africa

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;... commensurate with experience.

from: pnet.co.za - 19 days ago

Old Mutual Personal Financial Advice - george, Western Cape, South Africa

Are you a driven sales professional or entrepreneur at heart? Ready to turn your ambition into a rewarding career that offers uncapped earning potential, expert training, and the freedom to build your...

from: pnet.co.za - 19 days ago

Network Finance - Cape Town: City Bowl, Cape Town, South Africa

You will act as a key point of contact for clients, providers, and internal teams—ensuring that all new business, client queries, and administrative functions are processed efficiently, accurately, and...

from: pnet.co.za - 19 days ago

Network Finance - Cape Town: City Bowl, Cape Town, South Africa (+1 location)

As the Portfolio Manager Assistant, you'll take full ownership of the day-to-day administration, coordination, and compliance for a growing investment book. Working closely with Wealth Managers, your organizational...

from: pnet.co.za (+1 source) - 19 days ago

RecruitMyMom (Pty) Ltd - Rondebosch, Cape Town, South Africa

A leading Asset Manager is hiring an EE Portfolio Implementation Specialist in their Fixed Interest Team. As part of a team, you will be responsible for providing administrative, procedural and risk management...

from: pnet.co.za - 20 days ago

Joblink Placement - Observatory, Cape Town, Western Cape, South Africa

Software experience: Caseware Working Papers, Pastel, Sage, Xero, GreatSoft, MS Office Suite Engage with clients professionally on deliverables and planning matters Familiarity with preparing and submitting... Market related

from: pnet.co.za - 23 days ago

Excellent Staffing - CPT - Northern Suburbs, Cape Town North, South Africa

This is more than just a job; it's a purpose-driven path towards financial freedom—for both you and your clients. If you're passionate about helping people build a secure future while achieving your own...

from: pnet.co.za - 25 days ago

Moving Heads Personnel - Cape Town, Western Cape, Gauteng, South Africa

Analysis and assessment of life and health reinsurance portfolios for the purposes of risk management, experience studies, planning and quotation. EXPERIENCE IN THE FINANCIAL SERVICES SECTOR / INSURANCE... Negotibale

from: pnet.co.za - 26 days ago

ADAPTHR CONSULTING - Cape Town, Western Cape, South Africa

This role is perfect for a qualified professional who thrives in a dynamic environment, is passionate about mentoring teams, and has a sharp eye for accuracy and risk management. Lead and motivate a team...

from: pnet.co.za - 26 days ago