Client Portfolio Analyst

4 days ago

Johannesburg, South Africa Stonehage Fleming Group Full time

Job Description Summary Overview: Client Portfolio Analyst roles listed with multiple locations and employers. This description combines several postings. See each job for specifics on responsibilities and qualifications. Responsibilities Outbound calling, client relationship building, and collaboration with sales teams (examples from various postings). Provide customer support, follow-ups, and maintain CRM data. Conduct financial analysis, portfolio monitoring, risk reviews, and reporting as applicable to the role. Assist with budgeting, forecasting, and strategic planning where specified. Qualifications Matriculation/Equivalents; degree in Accounting, Finance, Economics, or related fields often required. Experience in relevant area (e.g., finance, credit risk, portfolio management) varies by posting. Strong analytical, MS Office/Google Suite skills; familiarity with CRM tools. Driver’s license may be required for some roles; some postings require 3–10 years of experience depending on seniority. Other Details Locations include Observatory (Cape Town), Johannesburg areas (Observatory, Boksburg, Kempton Park, Midrand), and others listed in postings. Salary ranges and contract type vary by posting (e.g., full-time; pay details per posting). Equal opportunity statements are included where provided by employers. Application Instructions Interested candidates should follow the application process stated in each posting. Some postings requestCV and cover letter or application questions (e.g., verification questions about equipment like laptops). Is this job a match or a miss? This advertiser has chosen not to accept applicants from your region. #J-18808-Ljbffr

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