Client Portfolio Analyst

Business Segment: Business & Commercial Banking To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the...

Job Description To support the Business Relationship Manager by analysing credit data to estimate degree of risk in extending credit or lending money in support of a broader client relationship Hello Future Relationship Analyst Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us...

At Old Mutual, we are committed to excellence in providing quality direct sales services that result in the production of business from new and existing sources, contributing to the profitability and growth of our company.Key ResponsibilitiesIdentify and execute innovative methods to build own insurance portfolio.Prospect for new clients through networking,...

Job SummaryWe are seeking a highly skilled Business Relationship Manager to join our team at FirstRand Bank Limited. The successful candidate will be responsible for managing a portfolio of high revenue generating clients, identifying and exploiting business opportunities, and growing the portfolio through the acquisition of new clients.Key...

We are Rectitude Recruitment, a leading recruitment agency seeking an exceptional Business Development Specialist to join our team.Job SummaryWe are looking for a highly motivated and results-driven Sales Consultant with experience in the FMCG industry to manage a portfolio of clients and achieve sales targets.The ideal candidate will have a proven track...

We are looking for a skilled Statistical Data Analyst to join our team at IQVIA. As a key member of our team, you will be responsible for developing clinical study report materials using the SAS programming language.Key responsibilities include:Importing data from various sourcesConducting quality control checks on source data and reporting data...

Parexel is currently recruiting for a Senior Clinical Data Analyst in South Africa.This role involves independently performing and/or coordinating all clinical data validation activities on assigned projects, with a high degree of proficiency and autonomy. Key responsibilities include providing technical expertise and/or operational leadership regarding all...

We are seeking a skilled Wealth Advisor to join our team at Perfect Placement Recruitment. As a leading recruitment agency, we have a reputation for delivering top talent to our clients.Salary: R1 200 000 - R1 800 000 per annumJob DescriptionA Wealth Advisor will be responsible for developing new business and maintaining existing relationships with clients....

IQVIA is a leading global provider of advanced analytics, technology solutions and clinical research services to the life sciences industry. We are seeking a highly skilled Data Analyst and Programmer to join our team.**Job Summary:**We are looking for a detail-oriented and organized individual with experience in statistical programming and data analysis to...

{"Key Responsibilities": "As a Relationship Manager, you will be responsible for maintaining a high standard of risk selection, underwriting principles and risk management throughout the lifespan of all policies and brokers in your designated area.You will also be responsible for new business growth, renewal growth, and ensuring that all aspects of...

Job Title: Insurance Risk Management SpecialistWe are seeking a highly skilled Insurance Risk Management Specialist to join our team at Perfect Placement Recruitment. As a key member of our team, you will be responsible for providing risk management and short-term insurance advice to a selected portfolio of existing clients.Key Responsibilities:Provide risk...

Job Title: Non-Life Short Term AdvisorJob SummaryWe are seeking a skilled Non-Life Short Term Advisor to join our team. The successful candidate will provide risk management and short-term insurance advice to clients, grow the insurance portfolio, and achieve contracted targets.Key ResponsibilitiesProvide risk management and short-term insurance advice to a...

Are you ready to contribute your financial planning expertise within a close-knit, high-performing team? Our client a well-established family office is expanding, and they are looking for a dedicated Paraplanner to provide essential administrative support to their Advisors. In this role, you'll manage a portfolio of clients, assisting with transactions,...

Job OverviewWe are seeking a highly skilled Short Term Insurance Specialist to join our team at Origin Financial Group. As a key member of our team, you will be responsible for providing expert advice and guidance to clients on their insurance needs.This is a remote position that requires frequent business travel. The ideal candidate will have excellent...

This is an exciting opportunity to join a leading Independent Financial Advisor (IFA) in the South African market.Origin Financial Group, a national footprinted company, offers customised solutions and advice tailored to the financial life cycle of each client. Our team works with partners and service providers within the financial services industry to...

CA Financial Appointments is seeking a skilled Paraplanner to provide essential administrative support to their Advisors. In this role, you'll manage a portfolio of clients, assisting with transactions, client interactions, account management, and supporting basic financial planning.Key Responsibilities:Financial Planning Support: Develop precise financial...

Job SummaryWe are seeking a highly motivated and experienced Commercial Insurance Specialist to join our team. The successful candidate will be responsible for providing quality direct sales service that results in the production of business from new and existing sources, contributing to the profitability and growth of the company.Key...

Are you ready to contribute your financial planning expertise within a close-knit, high-performing team? Our client a well-established family office is expanding, and they are looking for a dedicated Paraplanner to provide essential administrative support to their Advisors. In this role, you'll manage a portfolio of clients, assisting with transactions,...

Are you ready to contribute your financial planning expertise within a close-knit, high-performing team? Our client a well-established family office is expanding, and they are looking for a dedicated Paraplanner to provide essential administrative support to their Advisors. In this role, you'll manage a portfolio of clients, assisting with transactions,...

Job Title: Non-Life Short Term AdvisorLocation: Remote (KZN and/or Bloemfontein)Salary: Commission-basedBenefits: Employee recognition initiativesVacancy Type: Remote (KZN and/or Bloemfontein)Job Summary:We are seeking a highly skilled Non-Life Short Term Advisor to join our team. As a key member of our team, you will be responsible for providing risk...