Portfolio Insights and Client Support Services

**Job title**: Client services lead - senior management **Department**: Client Services - Sales **Reports to (Function)**: **Dual reporting line**: Operations manager and CEO. **Job Purpose**: The main objective of the client services lead is to ensure client retention and the growth in/of services supplied to and charged to the client base by CBR. This...

The primary purpose of the role 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 preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment...

The primary purpose of the role 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 preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment...

The primary purpose of the role 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 preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment...

**Job Purpose**Responsibilities**: - Function specific: - Perform client and product analytics to unearth key insights to enhance product knowledge and sales growth to achieve strategic objectives. - Build statistical models and algorithms, plus conduct advanced analytics that add value. - Provide deep and actionable insights through interactive dashboards...

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...

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...

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...

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 client affairs (fact find). - Prepare new client reviews and proposals. - Prepare and oversee client implementation plans. - Maintain...

Are you a tech-savvy individual with a flair for scripting and a passion for operational excellence? **Roles and responsibilities**: Client and stakeholder support [provide support to internal stakeholders and clients in a demanding dynamic environment] Works closely with Account Directors, Research, Sample Operations and Analytics and Automation Teams to...

Are you a tech-savvy individual with a flair for scripting and a passion for operational excellence?Roles and responsibilities:Client and stakeholder support [provide support to internal stakeholders and clients in a demanding dynamic environment]Works closely with Account Directors, Research, Sample Operations and Analytics and Automation Teams to ensure...

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...

**Job Information** - Location- Johannesburg- Salary- R950k+- Job Type- Permanent- Education- Bachelors degree- Experience- 7 years’ experience in research- Reference- 140921FJCIM03- - finance.jobs(at)staffingprojects.co.za- Fax- 0865728847A large south African insurer is looking for a Client Insights Manager, who is responsible **Requirements**: -...

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...

Property portfolio manager job description **Purpose of the role**: The Portfolio Manager [PM] for Solver Property Services [SPS] will be responsible for the effective and professional management of all Community Schemes [client] within his/her portfolio. The PM will have advanced knowledge of the industry. The PM will be comfortable in managing junior...

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...

**Introduction** Our client, a Global Manufacturer is seeking a Strategic Insights Manager to join their team. Reporting into the Marketing Director, The Strategic Insights Manager is responsible for delivering comprehensive global and local business, consumer and industry insights across the SEA cluster of markets in order to drive business strategies....

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...

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...

Client Support ConsultantDepartment: Business Support ServicesReports to: Portfolio ManagerReportees: NoneMain Purpose of RoleThe Support Consultant is responsible for post-sale support by interaction with key clients andinternal stake holders.Responsibilities will be customer care support, Debt sale administration, payment files and recons,financial...