Client Portfolio Management Jobs in Wynberg

Capital Edge Recruitment - Cape Town, Western Cape

Proficiency with Microsoft Office (especially Excel, PowerPoint, SharePoint). Experience with systems like Charles River, Hiport, Infostore, or CRM platforms is a plus. Meetings & Presentations: Help prepare...

from: compujobs.co.za - 12 days ago

West Coast Personnel - CapeTown

Minimum 5 years experience in a client relationship management role, ideally within the travel or service industry. Present regular travel spends reviews and management information (MI) reporting. Promote... R 45000.00

from: jobplacements.com - More than 30 days ago

HR Genie - Bellville

Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. We are looking for a financial advisor to manage an existing portfolio of clients...

from: jobplacements.com (+1 source) - 21 days ago

Capital Edge Recruitment - Cape Town, Western Cape

Trade Administration: Process and settle unlisted trades, maintain cash flows, oversee deal documentation, and resolve trade/income queries. Bachelor’s degree in Commerce or a similar field; postgraduate...

from: compujobs.co.za - 13 days ago

Hire Resolve - 7708 Cape Town, South Africa

Preparation and completion of income tax returns and provisional tax computation s for all tax types Registration as a registered SARS Tax Practitioner an advantage Maintenance of various tax types on... R360 000

from: simplify.hr - More than 30 days ago

Hire Resolve - 8000 Bellville, South Africa

- Support the Wealth Manager in all aspects of client relationship management, including new client onboarding, account maintenance, and ongoing client communication. - Coordinate with internal and external... R450 000

from: simplify.hr - More than 30 days ago

Somewhere - City of Cape Town, Western Cape

This isn’t your average remote accounting job. It’s your chance to join a team that values ownership, client relationships, and international growth . If you're ready to level up your CA(SA) journey —...

from: recruitcrm.io - 27 days ago

The Talent Experts - Claremont, Western Cape, South Africa

You'll be joining a specialist investment management firm that partners with clients both locally and globally. Operating at the intersection of personal attention and sophisticated portfolio strategy...

from: pnet.co.za (+1 source) - 3 days ago

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

Track and record corporate actions, including handling complex events and their accounting impact. Support compliance reporting across daily, monthly, and quarterly intervals. Honours in Finance, Accounting... Market Related

from: pnet.co.za - 4 days ago

PeopleSolved - Cape Town CBD, Western Cape, South Africa

An exciting opportunity exists for a Senior Quantitative Analyst / Portfolio Manager: Bonds to join a high-performing investment team with direct exposure to all aspects of interest-bearing research, portfolio... Undisclosed

from: careerjunction.co.za - 13 days ago