Client Portfolio Manager

6 months ago

Cape Town, South Africa CF Consulting Full time

The individual is required to leverage the company network to drive new business development in the Winelands area and identify opportunities to refer business to other service lines across the Group.

This role requires strong working relationships with the Investment Management team in Cape Town, Stellenbosch, Johannesburg and London. It is further required that strong relationships are built within the broader team - at all levels, across geographies.

Externally the role requires regular interaction and close relationships with existing/potential clients, as well as business introducers.

The following is required to fulfil this role:

- Degree in Finance, Investments or related - CFA Charterholder preferred.
- 5+ years’ experience in the investment industry.
- Experience in analyzing/managing offshore and onshore multi-asset class portfolios for private clients.
- FAIS registered representative.

and
- Strong organizational skills: Schedules and manages workload effectively, thinks ahead, sets plans to achieve goals. Can work well under pressure and time constraints.
- Leadership, self-motivation, positive attitude: Ability to take leadership/ownership when required and to solve problems constructively and with a positive attitude.
- Teamwork: Supports and works towards team goals, shares information, is helpful and co-operative, works effectively with people outside immediate team and within the wider group.

  • Client Portfolio Analyst

    6 months ago

    Cape Town, South Africa Capital Assignments Full time

    Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a driven Client Portfolio Analyst. This role supports Portfolio...

  • Client Service Portfolio Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa The Hiring House Full time

    Job SummaryWe are seeking a highly skilled Client Service Portfolio Manager to join our team at The Hiring House.Your primary responsibility will be to manage a portfolio of clients, ensuring their needs are met and that you identify opportunities for growth.

  • Client Portfolio Project Manager

    6 days ago

    Cape Town, South Africa RareCruit Full time

    As a key defence solution provider to over 50+ countries worldwide, our client has positioned itself as an ideal employer that values a strong work ethic and ambition. Our clients portfolio of leading platforms undergoes continuous development, improvement, and revision, making our client a dynamic and innovative force in the defence industry.For more info...

  • Client Portfolio Project Manager

    6 days ago

    Cape Town, South Africa RareCruit Full time

    As a key defence solution provider to over 50+ countries worldwide, our client has positioned itself as an ideal employer that values a strong work ethic and ambition. Our clients portfolio of leading platforms undergoes continuous development, improvement, and revision, making our client a dynamic and innovative force in the defence industry.For more info...

  • Client Portfolio Executive

    6 months ago

    Cape Town, South Africa FirstRand Full time

    Job Description To strategically and operationally manage and grow a portfolio of high revenue generating business clients. - Track, control and influence sales activities with the specific aim to increase sales efficiencies of the team. - Achieve net profit growth for the business. - Drive an increase in average balance of specific portfolio of...

  • Client Portfolio Development Manager

    3 weeks ago

    Cape Town, Western Cape, South Africa FirstRand Bank Limited Full time

    Job OverviewWe are seeking a highly skilled Client Portfolio Development Manager to join our team at FirstRand Bank Limited. In this role, you will be responsible for managing and growing a portfolio of high revenue generating business clients.About the RoleThe ideal candidate will have 4-5 years of commercial banking experience in a similar role, with...

  • Client Portfolio Project Manager

    3 days ago

    Cape Town City Centre, South Africa Jobted ZA C2 Full time

    As a key defence solution provider to over 50+ countries worldwide, our client has positioned itself as an ideal employer that values a strong work ethic and ambition. Our clients portfolio of leading platforms undergoes continuous development, improvement, and revision, making our client a dynamic and innovative force in the defence industry. For more info...

  • Client Portfolio Project Manager

    2 weeks ago

    Cape Town, South Africa RareCruit Full time

    The Client Portfolio Project Manager will work in the programs department.If you feel you have the relevant experience and qualifications, then this role is for you!Thank you for applying with RareCruit!Follow us on social media for the latest jobs, trends and market insight:Website:

  • Client Portfolio Project Manager

    3 months ago

    Cape Town, South Africa RareCruit Full time

    The Client Portfolio Project Manager will work in the programs department.If you feel you have the relevant experience and qualifications, then this role is for you!Thank you for applying with RareCruit!Follow us on social media for the latest jobs, trends and market insight:Website:

  • Client Portfolio Project Manager

    3 months ago

    Cape Town, South Africa RareCruit Full time

    The Client Portfolio Project Manager will work in the programs department.If you feel you have the relevant experience and qualifications, then this role is for you!Thank you for applying with RareCruit! Follow us on social media for the latest jobs, trends and market insight: Website:

  • Business Strategy Manager for Client Portfolios

    3 weeks ago

    Cape Town, Western Cape, South Africa RareCruit Full time

    About the RoleWe are seeking a highly skilled Business Strategy Manager to lead our client portfolio management efforts. This individual will be responsible for developing and implementing strategies to improve client satisfaction, manage client portfolios to meet business goals, and collaborate with cross-functional teams to ensure successful project...

  • Client Portfolio Executive

    1 month ago

    Cape Town, South Africa FirstRand Full time

    Job Description To strategically and operationally manage and grow a portfolio of high revenue generating business clients. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our team in FNB Commercial Sales and Service Cape...

  • Client Portfolio Project Manager

    2 months ago

    Cape Town City Centre, South Africa Jobted ZA C2 Full time

    The Client Portfolio Project Manager will work in the programs department. If you feel you have the relevant experience and qualifications, then this role is for you! Thank you for applying with RareCruit! Follow us on social media for the latest jobs, trends and market insight: Website:

  • Client Portfolio Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Merand Corbett & Associates Full time

    About Merand Corbett & AssociatesWe are a leading organization in the industry, dedicated to providing exceptional services to our clients.Job SummaryWe are seeking an experienced Client Portfolio Manager - Sales and Business Development to join our team. This role is responsible for managing client relationships, identifying new business opportunities, and...

  • Client Portfolio Analyst

    1 month ago

    Cape Town, South Africa FirstRand Bank Limited Full time

    Description To support the Client Portfolio Executive by managing and administering a portfolio of clients including the application of an approval and ongoing quality risk management of the client’s credit facilities. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us...

  • Client Portfolio Executive

    1 month ago

    Cape Town, South Africa FirstRand Bank Limited Full time

    Description To strategically and operationally manage and grow a portfolio of high revenue generating business clients. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our team in FNB Commercial Sales and Service...

  • Portfolio Manager

    6 months ago

    Cape Town, South Africa FROGG Recruitment Full time

    **Portfolio Manager Cape Town CBD** Our Property management client is looking for an upmarket Property Portfolio Manager / KAM / Key Accounts Manager / Accounts Manager to supply service to premier top-end short-term and medium-term rentals/holiday properties. You need to be extremely passionate and dynamic about real estate, travel, and tourism. Very...

  • Public Relations Manager The Royal Portfolio

    6 months ago

    Cape Town, South Africa The Royal Portfolio Full time

    MAIN DUTIES & RESPONSIBILITIES *** - Develop and implement comprehensive PR campaigns to promote the hotel group's brand image, key messages, and unique offerings. - Cultivate and maintain relationships with media outlets, journalists, influencers and key stakeholders to secure positive press coverage and media placements. - Create compelling press...

  • Manager, Portfolio

    2 months ago

    Cape Town, South Africa Standard Bank of South Africa Limited Full time

    Business Segment: Business & Commercial Banking To provide an overall administrative and credit management responsibility for the portfolio. To ensure that all compliance requirements within the portfolio are met. To support the Relationship Manager in meeting revenue growth and customer experience targets within the respective...

  • Property Portfolio Manager

    4 weeks ago

    Cape Town, South Africa Inospace Full time

    Cape Town, South Africa | Posted on 10/18/2024 Inospace is a leading owner and operator of serviced logistics parks. We have established ourselves as a leader in providing a network of innovative spaces and solutions. With logistics solutions, fulfilment centres, on-site facilities, and value-added services, Inospace addresses entrepreneurs' most critical...