Financial Services Portfolio Manager Support Specialist
1 week ago
At Ultra Personnel, we are seeking a highly skilled and experienced Financial Services Portfolio Manager Support Specialist to join our team. As a key member of our operations team, you will play a critical role in providing technical support to our Portfolio Managers, ensuring the efficient delivery of client requirements.
About the RoleThis is an exciting opportunity for a talented individual who is passionate about delivering exceptional customer service and has a strong understanding of the financial services industry. The ideal candidate will have a minimum of 5 years' experience in a similar role and be well-versed in FAIS and FICA legislation.
Key Responsibilities- Provide technical support to Portfolio Managers, ensuring timely completion of client instructions
- Work closely with Advisor offices and central operations teams to ensure seamless execution of client transactions
- Develop and maintain strong relationships with clients, ensuring a positive professional experience
- Perform administrative tasks, including capturing and preparing client records, uploading related documents, and maintaining data integrity
- Prepare client briefs, review packs, and other documentation as required
- Coordinate case-specific enquiries with internal/external product and service providers
To be successful in this role, you will need:
- A minimum of 5 years' experience in a financial services industry role
- Relevant tertiary education or courses
- Investment/stock broking experience is highly desirable
- Strong computer skills, including Microsoft Office (Excel, Word, Outlook, and PowerPoint) and experience with Xplan, DMA, Marble, and OPUS
- Excellent verbal and written communication skills
- A high energy level, customer-centric approach, and ability to work effectively in a team environment
- Meticulous attention to detail, organizational skills, and ability to prioritize tasks
We offer a competitive salary of approximately $60,000 per annum, commensurate with experience, and a range of benefits that reflect our commitment to employee satisfaction and well-being.
-
Financial Operations Manager
3 weeks ago
Cape Town, Western Cape, South Africa TFG Financial Services Full timeJob Title: Financial Operations ManagerTFG Financial Services is seeking an experienced and skilled Financial Operations Manager to lead our team in the Financial Services Call Centre.About TFG Financial ServicesWe are a leading financial services provider, committed to delivering exceptional customer experiences through innovative solutions and exceptional...
-
Senior Financial Services Operations Manager
1 month ago
Cape Town, Western Cape, South Africa TFG Financial Services Full timeJob Title: Financial Services Performance ManagerJob Summary:We are seeking a highly skilled and experienced Financial Services Performance Manager to join our team at TFG Financial Services. As a Senior Manager, you will be responsible for leading a team of supervisors in a fast-paced and dynamic working environment.Key Responsibilities:- Manage monthly...
-
Financial Portfolio Specialist
3 weeks ago
Cape Town, Western Cape, South Africa HR Genie Full timeJob Overview">The ideal candidate will possess a BCom degree and a Post Graduation Diploma in Financial Planning, with the added advantage of being CFP accredited. A minimum of 5 years of experience in a Wealth Management role is required, as well as proficiency in verbal and written communication in English and Afrikaans.This position involves conducting...
-
Senior Financial Services Operations Manager
2 months ago
Cape Town, Western Cape, South Africa TFG Financial Services Full timeJob Title: Senior Financial Services Operations ManagerTFG Financial Services is seeking a highly motivated and experienced Senior Financial Services Operations Manager to lead our Financial Services Call Centre team.The ideal candidate will have a proven track record of managing teams, driving operational excellence, and delivering results in a fast-paced...
-
Financial Reporting Specialist
1 month ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeCA Financial Appointments is seeking a highly skilled Financial Reporting Specialist to manage the financial reporting processes for a leading Financial Services company. The successful individual will have a minimum of 3 years' experience in a similar role with asset administration of local and offshore portfolios.Key Responsibilities:Ensure accurate and...
-
Portfolio Manager: Fund Accounting Specialist
3 weeks ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeWe are seeking an experienced Portfolio Manager to join our client, a leading financial services company in CA Financial Appointments.As a Portfolio Manager, you will be responsible for managing the pricing department and overseeing the day-to-day asset administration of local and offshore portfolios. Your technical and management leadership skills will be...
-
Property Portfolio Manager
1 month ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeProperty Portfolio ManagerThis is an exciting opportunity to work with a growing company in Property, CA Financial Appointments, as a Property Portfolio Manager. Key responsibilities include supporting Asset Managers in operational management and sales/acquisitions, as well as managing property portfolio through property management teams.Key...
-
Financial Operations Specialist
2 months ago
Cape Town, Western Cape, South Africa CA Support Full timeFinancial Operations SpecialistAt CA Support, we are seeking a highly skilled Financial Operations Specialist to join our team. The successful candidate will be responsible for managing financial transactions, analyzing financial data, and providing financial guidance to the organization.Key Responsibilities:Manage financial transactions, including accounts...
-
Financial Portfolio Specialist
3 weeks ago
Cape Town, Western Cape, South Africa beBee Professionals Full timeWe are seeking a skilled Financial Portfolio Specialist to be based in Cape Town. This role is an excellent opportunity for someone who wants to work in private banking and develop their career.The ideal candidate will have a degree in finance, economics or a related field, as well as experience working in private banking. They should also have strong...
-
Senior Financial Analyst
3 weeks ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeAn ambitious and detail-oriented Financial Analyst is sought after by CA Financial Appointments to assist with the valuation of portfolios in an independent financial boutique. The ideal candidate will possess a solid understanding of financial modelling and be proficient in preparing monthly management accounts, annual financial statements, and deal...
-
Financial Portfolio Manager
4 weeks ago
Cape Town, Western Cape, South Africa HR Genie Full timeJob SummaryWe are seeking an experienced Financial Portfolio Manager to join our team at HR Genie.About the RoleThis is a key position in our Wealth Management division, responsible for providing exceptional financial services to our clients.The successful candidate will have a proven track record in portfolio management and be able to effectively...
-
Senior Investment Portfolio Manager
3 weeks ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeWe are seeking a highly skilled and experienced Financial Analyst to join our high-performance Institutional Client team at CA Financial Appointments. As a key member of the team, you will play a vital role in supporting our clients with their asset management needs.Estimated Salary: $80,000 - $110,000 per annumAbout the Role:The successful candidate will be...
-
Financial Services Specialist
6 days ago
Cape Town, Western Cape, South Africa SBV Services Ltd. Full timeJob OverviewWe are seeking a highly skilled Financial Services Specialist to join our team at SBV Services Ltd. in the Western Cape. The successful candidate will be responsible for ensuring the timely processing of financial transactions, maintaining accurate financial records, and providing exceptional support to our clients.Key ResponsibilitiesFinancial...
-
Financial Planning Support Specialist
1 month ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeOpportunity for a ParaplannerWe are seeking a skilled Paraplanner to join our Financial Planning team. The ideal candidate will provide technical support to a Trust Officer and their assistant, contributing to client portfolio analysis, advisory support, and investment planning.Key Responsibilities:Conduct research and analysis on client investment...
-
Credit Services Manager
4 weeks ago
Cape Town, Western Cape, South Africa TFG Financial Services Full timeAbout TFG Financial ServicesWe are a leading provider of financial services, and we are seeking an experienced Credit Services Manager to join our team.SalaryR800 000 - R1 200 000 per annum.Job DescriptionAs a Credit Services Manager, you will be responsible for leading a team of credit specialists and ensuring that all credit-related processes are managed...
-
Strategic Portfolio Management Specialist
4 weeks ago
Cape Town, Western Cape, South Africa Parvana Full timeAs a highly skilled Strategic Portfolio Management Specialist at Parvana, you will play a key role in delivering exceptional portfolio management services to our diverse client base. With a focus on providing independent advice and analysis, you will work closely with senior team members to provide expert insights and support to our clients.Key...
-
Financial Portfolio Manager
4 weeks ago
Cape Town, Western Cape, South Africa HR Genie Full timeJob SummaryWe are seeking a highly skilled Financial Portfolio Manager to join our team at HR Genie. As a key member of our Wealth Management department, you will be responsible for providing expert financial advice and portfolio management services to our clients.
-
Financial Planning Specialist
3 weeks ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeCA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join their team. The ideal candidate will have a strong background in financial planning and wealth management, with the ability to create personalized asset allocation reports for clients.About CA Financial AppointmentsWe are a boutique Wealth Manager providing personal...
-
Financial Portfolio Manager
2 days ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group 2 Full timeCompany Overview:We are Liberty Standard Bank Group 2, a leading financial institution dedicated to providing exceptional services to our clients. We are seeking an experienced Financial Portfolio Manager to join our team.Job Description:As a Financial Portfolio Manager, you will be responsible for understanding clients' financial needs and objectives. You...
-
Key Account Portfolio Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Ultra Personnel Full timeUltra Personnel is seeking a highly skilled Key Account Portfolio Specialist to join our team. This role involves providing technical support services to our Portfolio Managers, overseeing administrative and operational tasks, and developing strong relationships with clients.About the RoleThe successful candidate will have at least 5 years of experience in...