Wealth Portfolio Manager
3 weeks ago
We are seeking an exceptional Wealth Manager to enhance our clients' financial well-being through tailored investment solutions and expert guidance. This is an excellent opportunity for a seasoned professional to advance their career with a forward-thinking financial institution that prioritizes excellence and innovation.
Key Responsibilities- Identify opportunities to advise clients on approved investment and risk solutions, driving sales growth and retention.
- Develop and implement financial plans, proposals, and recommendations aligned with clients' goals and objectives.
- Analyse client financial information to create customised solutions, ensuring high-quality advice and product suitability.
- Provide regular client reports and updates, maintaining strong relationships and trust.
- Contribute to the development of the company's investment philosophy and product-approved matrix.
- Engage in external networking, benchmarking, and representation to maintain a competitive edge.
- A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment, or Economics, or a related degree.
- Proven experience in providing custom-built solutions to clients' wealth portfolios at a managerial level.
- CAT 1 licenses, with CAT 2 licenses considered an advantage.
- An attractive employee value proposition and reward model.
- Opportunities for professional development, coaching, and mentoring.
- A flexible working environment that supports work-life balance.
- A deep focus on health and wellbeing.
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Wealth Management Professional
1 month ago
Port Elizabeth, Eastern Cape, South Africa The Recruitment Council Full timeJob Title: Wealth ManagerOur client, a leading banking company, is seeking a talented Wealth Manager to join their team. This is a unique opportunity to advance your career with a forward-thinking financial institution, renowned for its exceptional service and commitment to excellence.About the RoleAs a Wealth Manager, you will be part of a team that...
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Private Wealth Advisor
1 month ago
Port Elizabeth, Eastern Cape, South Africa FirstRand Bank Limited Full timeJob Title: Private Wealth AdvisorAt FirstRand Bank Limited, we are seeking a highly skilled Private Wealth Advisor to join our team. As a key member of our Private Banking and Advisory Team, you will be responsible for delivering exceptional experience and education to our Private Wealth clients.Key Responsibilities:Provide independent holistic advice and...
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Wealth Manager
1 month ago
Port Elizabeth, Eastern Cape, South Africa FirstRand Bank Limited Full timeJob Title: Wealth ManagerAs a Wealth Manager at FirstRand Bank Limited, you will play a critical role in providing expert financial services to high-income clients. Your primary responsibility will be to offer tailored advice on savings, investments, and estate planning to help clients achieve their financial goals.Key Responsibilities:Provide comprehensive...
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Financial Portfolio Manager
4 weeks ago
Port Elizabeth, Eastern Cape, South Africa beBee Professionals Full timeBeBee Professionals is looking for a seasoned Financial Portfolio Manager to oversee the management of investment portfolios. The successful candidate will have a strong understanding of financial markets, investment strategies, and portfolio management, as well as a Bachelor's degree in Accounting, Finance, or a related field.Key Responsibilities:Develop...
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Financial Portfolio Manager
2 days ago
Port Elizabeth, Eastern Cape, South Africa On Line Personnel Full timeJob OverviewWe are seeking a highly skilled and experienced Financial Portfolio Manager to join our team in Port Elizabeth. This is an excellent opportunity for someone who enjoys working with numbers and has a strong background in finance.About the RoleThe successful candidate will be responsible for managing a commercial property portfolio, ensuring...
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Portfolio Accounting Specialist
4 weeks ago
Port Elizabeth, Eastern Cape, South Africa beBee Professionals Full timeBeBee Professionals is seeking a Portfolio Accounting Specialist to manage and monitor the performance of investment portfolios. The ideal candidate will have a Bachelor's degree in Accounting, Finance, or a related field, and a minimum of three years of experience in a similar role.Key Responsibilities:Develop and implement investment strategies for...
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Investment Portfolio Accountant
4 weeks ago
Port Elizabeth, Eastern Cape, South Africa beBee Professionals Full timeBeBee Professionals is seeking a highly skilled Investment Portfolio Accountant to manage and monitor the performance of investment portfolios. The ideal candidate will have a Bachelor's degree in Accounting, Finance, or a related field, and a minimum of three years of experience in a similar role.Key Responsibilities:Develop and implement investment...
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Financial Portfolio Specialist
17 hours ago
Port Elizabeth, Eastern Cape, South Africa beBee Professionals Full timeWe are beBee Professionals, a reputable firm in Port Elizabeth seeking an experienced Financial Portfolio Specialist to manage and monitor investment portfolios.The successful candidate will be responsible for developing and implementing tailored investment strategies, providing financial guidance to clients, and analyzing data to make informed...
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Senior Sales Portfolio Manager
1 month ago
Port Elizabeth, Eastern Cape, South Africa Prostaff Holdings Full timeJob Title: Senior Sales Portfolio ManagerWe are seeking a highly skilled and experienced Senior Sales Portfolio Manager to join our team at Prostaff Holdings. As a key member of our sales team, you will be responsible for managing a large network of distributors and agents within the agricultural industry in the eastern cape area.Key Responsibilities:Manage...
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Senior Sales Portfolio Manager
3 weeks ago
Port Elizabeth, Eastern Cape, South Africa Prostaff Holdings Full timeJob Title: Senior Sales Portfolio ManagerJob Summary:We are seeking a highly skilled and experienced Senior Sales Portfolio Manager to join our team at Prostaff Holdings. The successful candidate will be responsible for managing a large network of distributors and agents within the agricultural industry in the Eastern Cape area.Key Responsibilities:Manage...
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Insurance Portfolio Developer
2 weeks ago
Port Elizabeth, Eastern Cape, South Africa The Recruitment Council Full timeJob Title: Insurance Portfolio DeveloperReporting to: Regional ManagerThe company is a dynamic and customer-focused financial services organization recognized for its innovative approach and commitment to exceptional service. With a strong presence in the short-term insurance market, it aims to create lasting relationships with clients through a...
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Portfolio Manager Assistant
2 days ago
Port Elizabeth, Eastern Cape, South Africa Top Vitae Recruitment Full timeJob Overview:We are seeking an experienced Portfolio Manager Assistant to join our team at Top Vitae Recruitment. Responsibilities:The successful candidate will be responsible for processing client transactions, assisting clients with queries relating to their transactions and balances, performing due diligence and FICA checks on clients, processing...
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Lease Portfolio Coordinator
3 weeks ago
Port Elizabeth, Eastern Cape, South Africa Staff Unlimited Recruitment Full timeKey ResponsibilitiesWe are seeking a skilled Lease Portfolio Coordinator to handle a large Rental Portfolio with a substantial workload.The ideal candidate will have:Strong understanding of lease agreements, contracts, and real estate regulationsExcellent communication and interpersonal skillsAbility to work under pressure and meet deadlinesStrong...
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Lease Portfolio Coordinator
1 week ago
Port Elizabeth, Eastern Cape, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full timeAbout Us: We are a leading recruitment agency, Staff Unlimited Recruitment Pty Ltd T/A MPC Recruitment Group EC, specializing in property management and administration roles. Our team is dedicated to providing exceptional service to our clients and candidates.Estimated Salary: $60,000 - $80,000 per annum depending on experience and qualifications.Job...
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Financial Planner
2 days ago
Port Elizabeth, Eastern Cape, South Africa Liberty Standard Bank Group Full timeCompany Overview: Liberty Standard Bank Group is a leading financial institution that offers a wide range of services to its clients. We are committed to providing our customers with exceptional service and expertise in the field of finance.Salary: The estimated salary for this position is between R250,000 and R500,000 per annum, depending on experience and...
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Port Elizabeth, Eastern Cape, South Africa FirstRand Bank Limited Full timeAbout FirstRand Bank Limited FirstRand Bank Limited is a leading financial services group that offers a range of banking and wealth management solutions to individuals and businesses. Our team of experts is dedicated to providing personalized advice and support to high net worth individuals, helping them achieve their financial goals. Job Summary We are...
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High Net Worth Portfolio Manager
2 days ago
Port Elizabeth, Eastern Cape, South Africa The Recruitment Council Full timeJob Summary:We are seeking a highly skilled High Net Worth Portfolio Manager to join our team at The Recruitment Council. This is an excellent opportunity to advance your career in financial services, working with high-net-worth clients and delivering tailored advice to help them achieve their financial goals.About the Role:The successful candidate will be...
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Rental Portfolio Coordinator
2 weeks ago
Port Elizabeth, Eastern Cape, South Africa Staff Unlimited Recruitment Full timeKey ResponsibilitiesRenewalsNotify tenants and landlords of upcoming lease expirations and renewals within the required timeframes.Inform relevant agents about units approaching renewal.Provide agents with a detailed report on properties, including tenant payment and maintenance history.Negotiate new lease terms between tenants and landlords, ensuring clear...
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IT Project Manager
1 month ago
Port Elizabeth, Eastern Cape, South Africa EnableSA (Pty) Ltd Full timeJob Title: IT Project ManagerWe are seeking an experienced IT Project Manager to join our team in Port Elizabeth. The successful candidate will lead large, complex projects and drive full life cycle programs to success.Key Responsibilities:Lead cross-functional teams to deliver projects on time, within budget, and to the required quality standards.Develop...
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IT Project Manager
1 month ago
Port Elizabeth, Eastern Cape, South Africa EnableSA (Pty) Ltd Full timeJob Title: IT Project ManagerEnableSA (Pty) Ltd is seeking an experienced IT Project Manager to lead large, complex projects and drive full life cycle programs to success.Key Responsibilities:Lead and manage cross-functional teams to deliver projects on time, within budget, and to the required quality standards.Develop and maintain detailed project plans,...