Client Portfolio Manager

About the Role:Flink Recruitment is seeking a Client Accounting Portfolio Lead to manage a portfolio of clients and drive financial solutions. As a key member of our team, you will be responsible for maintaining accurate client accounting records, managing a team of trainees, and delivering high-quality financial services.The ideal candidate will have...

Key Responsibilities• Scheduling of business appointments with client base/book• Achieve individual targets• Maintain existing business• Identify & grow client base and revenue through selling of additional supply chain products• Establish customer needs, developing opportunities and grow customer base• Update call and REACH reports• Prepare...

Job DescriptionWe are seeking a highly skilled Portfolio Analyst to support the Regional Head of Operations in the management of MAS Africa's portfolio, program, and operations. The successful candidate will provide analytical and administrative support by conducting portfolio data analysis, supporting portfolio management activities, making recommendations...

We are seeking a client-centric Strategic Portfolio Manager to join our team at Liberty Standard Bank Group. As an experienced Wealth Planner, you will be responsible for managing and acquiring a portfolio of High Net Worth clients.Main ResponsibilitiesAcquire new clients by building great relationships internally and externallyManage pipeline and workflow...

Job OverviewTalentCru is an innovative company that is committed to providing top-tier investment consulting services to our diverse range of institutional clients. We are seeking a Strategic Investment Advisor to join our team who has extensive experience in providing strategic investment advice and overseeing its implementation for institutional...

About the RoleWe are seeking a highly skilled Portfolio Analyst to join our team at the international finance corporation in Johannesburg, South Africa.Job DescriptionThe successful candidate will be responsible for providing analytical support to management in evaluating risk and recommending active portfolio management actions. This will include analyzing...

Job OverviewThe Recruitment Council is seeking a highly skilled Investment Portfolio Management Specialist to join our dynamic team in Sandton. As an integral part of the Investment Management Team, this role will involve working closely with Portfolio Managers in Cape Town to manage client investment portfolios.Key ResponsibilitiesSupport Portfolio Managers...

A leading financial institution is seeking an experienced Loans Portfolio Manager to join their operations team.Job OverviewAs a key member of our operations division, the successful candidate will be responsible for managing a portfolio of confirmations and structured deals. This will involve providing oversight, support, and guidance to new deals while...

About the RoleWe are seeking a highly skilled Senior Investment Associate to join our team at Network Recruitment. The ideal candidate will have a strong background in investment analysis, portfolio management, and client relations.Key ResponsibilitiesConduct thorough research and analysis of investment opportunities across various asset classes.Develop and...

We are seeking a highly motivated and experienced Wealth Manager to join our team at Liberty Standard Bank Group.As a Strategic Portfolio Manager, you will be responsible for managing and acquiring a portfolio of High Net Worth clients. Your primary goal will be to provide exceptional service to these clients, ensuring their financial planning needs are met...

Job Title: Insurance Portfolio ManagerWe are seeking a skilled Insurance Portfolio Manager to join our team at WatersEdge Solutions in Johannesburg North. The successful candidate will be responsible for delivering exceptional customer service, ensuring compliance with FSB regulations and underwriting guidelines, and building strong relationships with...

Lead a portfolio of client projects in SA and AfricaWe are seeking an experienced Real Estate Portfolio Manager to lead our client projects in South Africa and Africa. As a key member of our team, you will be responsible for managing the entire lifecycle of the client engagement.Key Responsibilities:Manage a portfolio of client projects, ensuring timely...

About Network RecruitmentWe are a leading recruitment agency specializing in senior investment roles.Job Title: Experienced Investment Portfolio ManagerSalary Range:$120,000 - $180,000 per annum, depending on experience and qualifications.Job Description:Key Responsibilities:Investment Analysis: Conduct comprehensive research and analysis of investment...

About CuriskaCuriska is a rapidly growing financial services firm based in the heart of Rosebank.We are seeking an exceptional Client Services Administrator to join our team, playing a vital role in enabling portfolio managers to deliver outstanding client experiences.

Job Title: Loans Portfolio ManagerJob Summary:Isilumko Staffing is currently seeking an experienced Loans Portfolio Manager to fill a 4-month maternity cover role. The ideal candidate will have a strong background in debt products, legal agreement interpretation, and team training.Key Responsibilities:Record financial transactions in multiple systems.Check...

Job Title: Financial Portfolio ManagerThe Recruitment Council seeks an experienced Wealth Manager (Hybrid) to join our team. As a key member of our collaborative unit, you will utilize a data-informed Integrated Advice approach to provide comprehensive long-term financial protection for high-net-worth clients.About the Role:Sales Performance:You are...

About Dipula Income FundWe are a leading real estate investment trust (REIT) with a diverse portfolio of retail, office, and industrial properties across South Africa. Our team is dedicated to delivering exceptional customer service and maintaining the highest standards of property management.

Credit Risk Portfolio Management OpportunityAbout the Role: We are seeking a seasoned professional to fill the position of Senior Portfolio Manager Credit Risk. As a key member of our team, you will be responsible for managing a designated portfolio of clients across multiple products.The ideal candidate will have a proven track record in credit risk...

About the RoleWe are looking for a skilled Client Relationship Manager to join our team in Johannesburg. The successful candidate will be responsible for managing a portfolio of high-net-worth clients and delivering exceptional client service.As a Client Relationship Manager, you will be responsible for:Client Onboarding: Welcome new clients and ensure a...

Estimate salary: $80,000 - $110,000 per yearAbout the Role:We are seeking a skilled Senior Credit Portfolio Manager to oversee the analysis and interpretation of credit investment data. As a leader in financial services, our client is looking for someone with technical expertise and financial acumen to inform key investment decisions.Key...