Client Portfolio Manager

Looking to take the next step in your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office. The successfulcandidate'srole is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client's specific situation, the agreed mandate and the investment team's views and...

Description WORKING RELATIONSHIPS This role forms part of the Investment Management Team based in the Johannesburg office and also has a strong working relationship with the Investment team in Johannesburg. Other working relationships include general Stonehage Fleming Relationship Managers, external investment managers and linked investment service...

Principal Elements And Accountabilities:Portfolio Management: Ensure proper takeon of new clients, collecting FICA and liaising with the client service team. Conducts suitability assessment of clients and analysis of client affairs (fact find). Prepare new client reviews and proposals. Prepare and oversee client implementation plans. Maintain and update...

Are you passionate about financial services and eager to kick-start your career? Our client is on the lookout for a Junior Client Portfolio Analyst to join their dynamic team This role forms part of the Investment Management Team based in the Sandton office and also has a strong working relationship with the Investment team in Sandton. Other working...

Be part of our client's office family as a Junior Client Portfolio Analyst. The successful candidate will form part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general client relationship managers, external investment...

Description WORKING RELATIONSHIPS This role forms part of the Investment Management Team based in the Johannesburg office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Stonehage Fleming Relationship Managers, external investment managers and linked investment service...

Looking to take the next step in your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office.Principal Elements And Accountabilities:Portfolio Management:Ensure proper take-on of new clients, collecting FICA and liaising with the client service team. Conducts suitability assessment of clients and analysis of...

Overall Purpose:Principal Elements and Accountabilities:Portfolio Management: Ensure proper takeon of new clients, collecting FICA and liaising with client service team. Conducts suitability assessment of clients and analysis of client affairs (fact find). Prepare new client reviews and proposals. Prepare and oversee client implementation plans. Maintain and...

Manager, Client Portfolio, FX and FX Derivatives Job Overview Business Segment: Corporate & Investment Banking Location: ZA, undefined, Johannesburg, Baker Street 30 Have a comprehensive understanding of the foreign exchange market including FX derivatives (Swaps, Options, Futures) as well as a deep understanding of the exchange control regulations that...

Purpose of the role:The purpose of the Portfolio Manager role is to construct investment portfolios based on investment mandate and client requirements, implement suitable investment strategies, and thereafter monitor investment performance and review and/or rebalance portfolios based on changes in the client's investment objectives and/or changes in market...

Manager, Client Portfolio, Fixed Income and Credit Job Overview Business Segment: Corporate & Investment Banking Location: ZA, GP, Johannesburg, Baker Street 30 As a Fixed Income and Credit specialist, proactively manage and provide specialist sector relevant pricing and portfolio management of clients, ensuring that client needs are understood and...

About us, purpose, experience and qualificationsabout us:- make a promise- be deeply invested- value our differences- build trust, not territory- have courage- always do the right thingpurpose: Responsible for the oversight of all activities performed by team representatives serving a client segment of 150 million plusexperience and qualifications: Minimum...

Overall Purpose:Principal Elements and Accountabilities:Portfolio Management: Ensure proper takeon of new clients, collecting FICA and liaising with client service team. Conducts suitability assessment of clients and analysis of client affairs (fact find). Prepare new client reviews and proposals. Prepare and oversee client implementation plans. Maintain and...

Job Overview Business Segment: Corporate & Investment Banking Location: ZA, GP, Johannesburg, Baker Street 30 To lead and manage the Client Experience team and strategy in the execution of the full suite of Global Markets products and services to grow share of wallet, maximise GM returns, optimize platform utilisation and achieve and sustain an excellent...

IntroductionTo maintain and grow an existing of clients through relationship management, financial process efficiencies and new business acquisition.Role PurposeTo maintain and grow an existing portfolio of clients through relationship management, financial process and new business acquisition.Requirements:Minimum Qualification Relevant tertiary...

Our client, a leading Asset Manager is looking for an ideal individual to take on the role of a Portfolio Manager and they will take on the responsibility of assisting the CIO in the structuring and management of segregated share portfolio models and other funds to maximise risk adjusted returns and grow assets under management for the company. The Portfolio...

Paramount Networks International, is comprised of many of the world's most popular multimedia entertainment brands, including MTV, MTV LIVE HD, Nickelodeon, Nick Jr., Comedy Central, Paramount Channel, BET and more. Paramount brands reach more than 3.8 billion cumulative subscribers in 180+ countries and territories via more than 200 locally programmed and...

They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role offers an exciting opportunity to gain valuable experience in the wealth management industry and contribute to the...

Who are we?Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on...

Job Advert Summary:To manage a building / cluster of buildings by optimizing the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To contribute towards the...