Portfolio Manager

Updating client portfolios Assist with planning and recommendation to clients on their portfilioPortfolio constructionLiaise with clients Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.Ensuring accurate and updated client information is kept at all times.

Updating client portfolios Assist with planning and recommendation to clients on their portfilioPortfolio constructionLiaise with clients Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.Ensuring accurate and updated client information is kept at all times.

**Job Opportunity: Account Manager** **Department**: Account Management Team, Commercial **Reporting to**: Commercial Director **Location**: Johannesburg or Cape Town, South Africa (Remote with weekly office visits) **About Our Client**: Pioneers, reshaping the business landscape and empowering their clients to embrace change with confidence. An exciting...

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...

RedCat Recruitment is seeking a suitably qualified and experienced **CLAIMS DEPARTMENTAL MANAGER (PROPERTY & CASUALTY) **for a large national concern, position based in **Pietermaritzburg, KwaZulu-Natal.** Grade 12. English / Afrikaans speaking person (person must be able to read / write / speak in both English and Afrikaans). Bachelor’s Degree in...

RedCat Recruitment is seeking a suitably qualified and experienced **CLAIMS DEPARTMENTAL MANAGER (PROPERTY & CASUALTY) **for a large national concern, position based in **Pietermaritzburg, KwaZulu-Natal.** Grade 12. English / Afrikaans speaking person (person must be able to read / write / speak in both English and Afrikaans). Bachelors Degree in Business...

Job Description: Must have strong internal audit experience and skillsDevelop and maintain sound client relationshipsBuild long-term relationships with new and existing clientsPromote the Firms products/services addressing or predicting clients objectivesManaging of assigned client portfolios from beginning to endPlanning, executing and reporting on...

Job Description: Must have strong internal audit experience and skills Develop and maintain sound client relationships Build long-term relationships with new and existing clients Promote the Firms products/services addressing or predicting clients objectives Managing of assigned client portfolios from beginning to end Planning, executing and reporting on...

Job Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

Promote the company to the insurance industry. Provide on-going product information to a portfolio of brokers/administrators/underwriters. Implement and manage incentive programmes/marketing opportunities. Regular training to insurance intermediary staff on all company products and services. Weekly/monthly reports, monitor portfolio performance, tract...

**Main Responsibilities** To manage a portfolio of audits and to ensure that the quality of the audit is effectively and efficiently managed within the allocated resource. **Minimum Qualifications, Skills and Experience** - CTA or accounting degree preferred - Completed SAICA Articles - Computer literate (intermediate level) - Fluent in English, written and...

Our client, a transport and logistics company, is looking for a** Fleet Manager** to join their team in the **Pietermaritzburg area**. **Overall Role Function**: - The overall objective of this Fleet / Operations Manager role is to effectively manage and oversee the day to day (also night shift) operations of the depot / plant. - This includes the...

**Job ID**: 53646**Date Posted**: Posted 1 week ago**Location**: Pietermaritzburg - KwaZulu Natal**Job Title**: X1 CUSTOMER RELATIONSHIP MANAGER **KEY RESPONSIBILITIES** - Scheduling of business appointments with client base/book - Achieve individual targets - Maintain existing business - Identify & grow client base and revenue through selling of additional...

Our client is seeking an **Insurance Sales Consultant** to join their team, based in Pietermaritzburg. Duties to include: - *Promote company to Insurance industry *Provide ongoing product information to a portfolio of brokers / administrators / underwriters *Implement and manage incentive programmes / marketing opportunities *Regular training to Insurance...

**Position summary**: **Industry**:IT & Internet**Job category**:Insurance Management and Administration**Location**:Pietermaritzburg**Contract**:Permanent**Remuneration**:Market Related**EE position**:Yes**About our company**: **Introduction**: Tracker’s Sales Department requires an Insurance Sales Consultant to promote TRACKER to the Insurance Industry...

**Listing reference**: track_000931 **Listing status**: Online **Position summary**: **Industry**:IT & Internet**Job category**:Insurance Management and Administration**Location**:Pietermaritzburg**Contract**:Permanent**Remuneration**:Market Related**EE position**:Yes**Introduction**: Tracker’s Sales Department requires an Insurance Sales Consultant to...

**Listing reference**: track_001043 **Listing status**: Online **Position summary**: **Industry**:IT & Internet**Job category**:Insurance Management and Administration**Location**:Pietermaritzburg**Contract**:Permanent**Remuneration**:Market Related**EE position**:Yes**Introduction**: Tracker’s Sales Department requires an Insurance Sales Consultant to...

**The University of KwaZulu-Natal (UKZN) is committed to Employment Equity** **with the intention to** **promote representativity within the institution **Applications are invited from internal Permanent staff for Fixed Term Academic Coordinator post** **within the School of Management, Information Technology and Governance** **COLLEGE OF LAW AND...

Our client in the Insurance industry is currently looking for **Claims Handler**, in Pietermaritzburg. **Responsibilities**: - Carry out the claims handling/negotiation process within ones assigned mandate. - Manage a portfolio of brokers and the claims emanating from such portfolio. - Facilitate and process the transfer of required claims information...

**KwaZulu Natal**, Pietermaritzburg** **Negotiable Cost To Company (Market related, Negotiable)** **Opportunity Available!! Our well known client in the Auditing Sector is looking to employ a Audit Senior to join their dynamic team in Pietermaritzburg.** *** - **To manage a portfolio of audits and to ensure that the quality of the audit is effectively and...