Financial Advisor: Portfolio Manager

CA Financial Appointments is seeking a skilled Portfolio Manager to lead our team in Bellville. This role involves building and maintaining strong relationships with top investors to develop cost-effective investment plans. If you have a background in South African Insurance Stockbrokers and hold an RE5, this could be the ideal opportunity for you. This is...

CA Financial Appointments is seeking a Portfolio Executive to manage investment portfolios and develop business strategies. The ideal candidate will have a BCom degree and relevant experience in stock broking and portfolio management.Key Responsibilities:Trading and investment managementDeveloping and implementing business strategiesManaging customer...

Job Summary: We are seeking a highly skilled Wealth Portfolio Manager to join our team at HR Genie.Main Responsibilities:Client Portfolio Reviews: Conduct thorough reviews of client portfolios, researching performance and preparing reports in accordance with company policy.Servicing of Existing Clients: Provide ongoing financial advice to clients, processing...

Unlock Your Financial Potential with Firebird Financial ServicesAre you a driven professional seeking a career in financial planning? Do you have a passion for helping others achieve their financial goals? Firebird Financial Services is seeking talented individuals to join our team of high-achieving financial advisors.Our Development ProgramsHatchling...

Job Title: Portfolio AdministratorWe are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Status Staffing.Key Responsibilities:Provide administrative support to Investment Managers and Officers in the deal approval chain and with portfolio maintenance.Perform general office administrative duties and activities,...

Job SummaryWe are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Status Staffing. As a key member of our administrative team, you will provide support to Investment Managers and Officers in the deal approval chain and with portfolio maintenance.Key ResponsibilitiesPerform general office administrative duties and...

Job Title: Portfolio AdministratorWe are seeking a highly organized and detail-oriented Portfolio Administrator to join our team at Status Staffing.Key Responsibilities:Provide administrative support to Investment Managers and Officers in the deal approval chain and with portfolio maintenance.Perform general office administrative duties and activities,...

Job Title: AccountantResidentia Trust (Pty) Ltd is seeking a skilled Accountant to join their dynamic team. As a key member of the financial department, the successful candidate will be responsible for managing a portfolio of clients, ensuring accurate financial records, and providing exceptional customer service.Key Responsibilities:Importing bank...

Job SummaryThe Financial Services Specialist will be responsible for servicing existing clients, including the review and management of their portfolios in accordance with company policy. This role will also involve supporting Wealth Planners in generating new business and preparing proposals for new and existing clients.Key ResponsibilitiesClient Portfolio...

Your role as a Wealth Portfolio Manager at HR Genie will involve the following key responsibilities:Client Portfolio Management:Conduct thorough reviews of client portfolios to identify areas for improvement and optimize investment performance.Develop and implement tailored investment strategies in consultation with clients and wealth planners.Servicing of...

Key ResponsibilitiesClient OnboardingEnsure accurate and timely processing of client documentation in accordance with company policies.Follow up on outstanding client business and consult with Wealth Managers/ Advisors as needed.Service DeliveryProcess new business for new and existing clients, including retirement claims and Section 14 & 37 transfers.Make...

Job PurposeThe Key Account Manager serves as the primary interface between the client, sales channels, and the Signa Academy.Develop and maintain long-lasting trust relationships with a portfolio of key clients.Identify client needs and align our solutions to achieve mutual satisfaction.Drive sales through the identification of new clients and retention of...

Job Title: Retirement Funds Fund AccountantCA Financial Appointments is seeking a highly skilled and experienced Fund Accountant to join our team. As a Fund Accountant, you will be responsible for the fund accounting of our umbrella provident and pension funds.Key Responsibilities:Preparation of Fund Accounts: Prepare fund accounts aligned with policies and...

Job Title: Retirement Funds Fund AccountantCA Financial Appointments is seeking a highly skilled and experienced Fund Accountant to join our team. The successful candidate will be responsible for the fund accounting of our umbrella provident and pension funds.Key Responsibilities:Preparation of fund accounts aligned with policies and regulatory...

{"title": "Retirement Funds Fund Accountant", "description": "Job Title: Retirement Funds Fund AccountantCA Financial Appointments is seeking a highly skilled Fund Accountant to join our team. The successful candidate will be responsible for the fund accounting of our umbrella provident and pension funds.Key Responsibilities:Preparation of fund accounts...

Job Title: Financial Operations SpecialistArvo is a trusted investment partner with investment capabilities spanning global, private, and listed asset classes. We continually strive for investment excellence and to deliver high-quality returns to our investors, a mission we have upheld since our inception.We believe that our business is a tool enabling us to...

Job Title: Financial AccountantExceed Human Resource Consultants is seeking a highly skilled Financial Accountant to join our team. As a Financial Accountant, you will be responsible for managing the financial operations of the company, including asset management, stock management, and financial reporting.Key Responsibilities:Manage the company's assets,...

Job Title: Financial AccountantExceed Human Resource Consultants is seeking a highly skilled Financial Accountant to join our team. As a Financial Accountant, you will be responsible for managing the financial aspects of our company, including asset management, stock management, and financial reporting.Key Responsibilities:Manage the company's assets,...

Your role as a Senior Wealth Operations Specialist at HR Genie will involve:Processing new business for new and existing clients:Ensure all documentation and information is prepared in accordance to company policies and legislation.Follow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/Advisor.Handling of retirement...

**Job Title:** C# Applications Manager - Financial Services LeaderWe are seeking a highly skilled C# Applications Manager to lead the development of our CRM platform, a critical component of our financial services operations.**Key Responsibilities:Design and develop CRM platform components, client portals, and mobile applications (Apple/Android) in...