Financial Portfolio Specialist

Job 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...

We 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...

An 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...

We 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 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...

Accountancy Placements Pietermaritzburg is seeking a skilled Administrative Portfolio Specialist to join our team. In this role, you will provide administrative support to our portfolio managers, implement client services experiences, and act as a point of contact for clients.You will also be responsible for capturing and preparing client records, uploading...

Job OverviewAs a Credit Portfolio Specialist at Standard Bank Group, you will be accountable for assisting the Manager, Relationship Premium in the day-to-day execution of their credit portfolio.Key ResponsibilitiesThe ideal candidate will have 5-7 years' experience in a similar Credit role with proven ability to undertake financial and credit...

We 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...

CA 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...

Job Title: Financial Data Specialist - USA Client PortfolioWe are seeking a highly skilled and experienced Financial Data Specialist to join our team, working exclusively with USA-based clients. This is an exceptional opportunity for a talented professional to leverage their expertise in bookkeeping and accounting to deliver high-quality services to our...

Financial Operations SpecialistCA Financial Appointments is seeking an experienced Financial Operations Specialist to join their financial team.Key Responsibilities:Verify and process financial documents to ensure accuracy and complianceMatch supplier invoices to relevant orders and documentsCapture and record financial transactionsReconcile financial...

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...

Project Financial Modeller RoleAn independent financial boutique is looking for a Project Financial Modeller to join their expanding business. The successful candidate will be an ambitious critical thinker who is comfortable and capable when engaging with clients.Key ResponsibilitiesPreparation of monthly management accountsPreparation of annual financial...

Financial Operations SpecialistCA Financial Appointments is seeking a highly skilled Financial Operations Specialist to join our team. In this role, you will be responsible for managing daily financial functions, including actioning accounts transactions on SAP, controlling purchase orders, and maintaining statutory fixed assets registers.Key...

We are seeking a Financial Reporting Specialist with strong Tax, IFRS and Reporting skills to join CA Financial Appointments in Cape Town.Responsibilities:Prepare financial reports for management and stakeholders;Ensure compliance with IFRS accounting standards;Manage taxation and reporting processes;Provide financial analysis and insights;Collaborate with...

CA Financial Appointments is seeking a highly skilled Financial Reporting Specialist to join their team in the manufacturing industry. This exciting opportunity is focused on Tax, IFRS and Reporting skills.Key Responsibilities:Prepare and review financial reports to ensure accuracy and compliance with regulatory requirements.Develop and implement effective...

Ultra 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...

Company 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...

Exciting Opportunity for a Financial Markets SpecialistWe are seeking a highly motivated and experienced Financial Markets Specialist to join our team at CA Financial Appointments. As a key member of our team, you will be responsible for supporting senior traders, learning the trading process, and developing your skills to become a capable and reliable...

Financial Operations SpecialistCA Financial Appointments is seeking a highly skilled Financial Operations Specialist to join their team.Action daily accounts transactions on SAPControl purchase orders and maintain statutory fixed assets registerProduce supplier and customer master data, manage changes, and implement intercompany invoices and credit...