Strategic Portfolio Specialist
4 weeks ago
The Wealth Manager is responsible for delivering exceptional client service, managing portfolios, and generating new business opportunities. The ideal candidate will possess a strong educational background in financial planning and experience in wealth management.
Key Responsibilities:- Client Portfolio Management
- Research portfolio performance and prepare reviews in accordance with company standards;
- Conduct client reviews and ensure review reports are submitted on time.
- Servicing Existing Clients
- Provide ongoing financial advice to clients regarding their portfolios;
- Process client instructions, resolve concerns, and attend to queries;
- Open CCM accounts, authorise payments, and assist with tax matters.
- Generating New Business
- Identify new business opportunities and market the range of services offered by EFG;
- Compile proposals and implement client instructions.
- Leadership & Support to Wealth Planner
- Assist the Wealth Planner in mentoring and supervising the Wealth Assistant;
- Liaise with service providers to resolve client service issues.
- General Administration
- Record client interactions and maintain accurate records;
- Ensure compliance with FICA and FAIS legislation.
The successful candidate can expect a competitive salary ranging from R550,000 to R800,000 per annum, depending on experience.
Required Skills and Qualifications:- Bachelor's degree in Commerce or related field;
- Post-Graduate Diploma in Financial Planning;
- 5 years of experience in wealth management;
- Excellent communication and interpersonal skills;
- Familiarity with FICA and FAIS regulations.
- Competitive salary;
- Ongoing training and development opportunities;
- A supportive team environment;
- An opportunity to work with a dynamic and growing organisation.
-
Strategic Portfolio Manager
6 days ago
Bellville, Western Cape, South Africa Status Staffing Full timeJob DescriptionStatus Staffing is seeking a highly skilled Investment Officer to join our team.About the RoleWe are looking for an experienced professional with a strong background in business investment and structuring. The successful candidate will be responsible for marketing the brand, building networks, undertaking viability studies, and negotiating and...
-
Credit Risk Specialist
6 days ago
Bellville, Western Cape, South Africa Frogg Recruitment SA Full timeBecome a key player in the mortgage industry as a Credit Risk Specialist at Frogg Recruitment SA.We are seeking an experienced professional to manage our home loans portfolio, ensuring creditworthiness and affordability procedures are performed accurately.The ideal candidate will have:1-2 years experience in credit analysis or a related fieldDemonstrated...
-
Financial Specialist
2 months ago
Bellville, Western Cape, South Africa Residentia Trust LTD Full timeWe are seeking a highly skilled Financial Specialist to join our dynamic team at Residentia Trust LTD. As a key member of our finance department, you will be responsible for managing a portfolio of clients and providing exceptional financial services.Key Responsibilities:Importing bank statementsReceipting of debtorsPayment of creditorsBank...
-
Bellville, Western Cape, South Africa Howland Recruiting Full timeAbout the RoleWe are seeking a highly experienced Senior Commercial and Domestic Insurance Specialist to join our team at Howland Recruiting in Tyger Valley. As a key member of our organization, you will be responsible for handling a portfolio of both Commercial and Domestic clients, ensuring seamless insurance services delivery.Key ResponsibilitiesManage...
-
Investment Portfolio Specialist
1 month ago
Bellville, Western Cape, South Africa Status Staffing Full timeAt Status Staffing, we're seeking an Investment Officer to join our team. This role is a fantastic opportunity for individuals with a strong background in business investment and structuring to take their career to the next level.As an Investment Officer, you will be responsible for market research, financial modelling, and investment project negotiation. If...
-
Financial Planning Specialist
2 months ago
Bellville, Western Cape, South Africa HR Genie Full timeYour 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...
-
Logistics Solutions Specialist
1 month ago
Bellville, Western Cape, South Africa Exceed Human Resource Consultants Ltd Full timeExceed Human Resource Consultants Ltd is seeking a skilled Logistics Solutions Specialist to join our team. This exciting role offers a competitive salary of $80,000 - $110,000 per annum, depending on experience.About the RoleWe are looking for a highly motivated and experienced professional to manage our logistics operations. The ideal candidate will have a...
-
Financial Operations Specialist
1 month ago
Bellville, Western Cape, South Africa Exceed Human Resource Consultants Ltd Full timeJob Description:As a Financial Operations Specialist at Exceed Human Resource Consultants Ltd, you will play a vital role in ensuring the financial health and stability of our organization. This position requires an individual with strong analytical skills, attention to detail, and excellent communication abilities.Key Responsibilities: Assist the...
-
Expert Property Investment Specialist
6 days ago
Bellville, Western Cape, South Africa Status Staffing Full timeAbout the RoleStatus Staffing is seeking a seasoned Senior Property Analyst to join our team. In this exciting opportunity, you will be responsible for driving business growth through strategic property investment and finance structuring.Company OverviewWe are a dynamic recruitment agency committed to providing top talent to our clients in the finance...
-
Operations Business Specialist
6 days ago
Bellville, Western Cape, South Africa Arvo Full timeCompany OverviewWe are a leading financial services firm committed to delivering exceptional investment solutions. Our team works closely with various stakeholders, including Portfolio Managers, Distribution Teams, Risk Teams, Trading Desks, and external service providers.About the RoleAs an Operations Business Specialist, you will contribute to our...
-
Senior Property Investment Specialist
1 month ago
Bellville, Western Cape, South Africa Status Staffing Full timeStatus Staffing is seeking a highly skilled Senior Property Analyst to join our team. As a key member of our property investment team, you will play a crucial role in driving business growth and delivering exceptional results.**Job Summary:**The successful candidate will be responsible for network and market development, deal structuring, due diligence, and...
-
Financial Operations Specialist
4 weeks ago
Bellville, Western Cape, South Africa Arvo Full timeAbout Our Client">Arvo recruiters is a trusted investment partner with global capabilities, serving clients in the financial services industry since 2003. We continually strive for investment excellence and to deliver high-quality returns to our investors.At Arvo, we believe that our business is a tool enabling us to help each stakeholder through their...
-
Senior Property Investment Manager
3 weeks ago
Bellville, Western Cape, South Africa Status Staffing Full timeA career-defining opportunity awaits an exceptional professional in property investment and finance structuring at Status Staffing.Company OverviewStatus Staffing, a leading staffing solutions provider, seeks a seasoned Senior Property Analyst to join our team. As a key member of our property investment division, you will play a crucial role in driving...
-
Digital Marketing Strategist
2 months ago
Bellville, Western Cape, South Africa Arvo Full timeJob Title: Digital Marketing SpecialistAbout the RoleArvo is seeking a skilled Digital Marketing Specialist to contribute to the company's growth and enhance relationships with various stakeholders. This role involves managing SEO, paid advertising, social media, website updates, CRM, email marketing, and analytics. The ideal candidate will combine strategic...
-
Portfolio Manager
6 months ago
Bellville, South Africa Santam Full timeCAREER OPPORTUNITY The BITS (Business Information Technology Services) team has a position available for a Portfolio Manager who will be based at our Head Office in Cape Town, Tygervalley. The Portfolio Manager oversees Portfolios of Business Demand (across the Group) as well as governance and delivery management using the PMC (Portfolio Management Centre)...
-
Portfolio Intelligence Analyst
6 months ago
Bellville, South Africa Sanlam Full time**Who are we?** Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology...
-
SAP Portfolio and Resource Manager
7 months ago
Bellville, South Africa Sanlam Full timeWho are we? Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology...
-
Head:program and Project Management and Delivery
7 months ago
Bellville, South Africa Sanlam Full time**JOB OVERVIEW** **The Head of Project Delivery** is responsible for overseeing the successful execution and timely completion of projects within Santam. This role involves strategic planning, resource allocation, and ensuring alignment with organizational goals. The goal is to drive efficiency, quality, and collaboration across project teams to achieve...
-
Head of Strategy, Product
8 months ago
Bellville, South Africa Sanlam Full timeWho are we?- Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratise financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is that of...
-
Copywriter and Engagement Specialist
4 months ago
Bellville, South Africa Sanlam Full time**About Sanlam Corporate**: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. At Sanlam, we believe in creating and cultivating a positive, energised working environment...
-
Business Process Specialist
7 months ago
Bellville, South Africa Santam Full timeCAREER OPPORTUNITY Santam has a unique opportunity for a Business Process Specialist, to form part of the Business Process Optimisation team. The Team supports multiple companies within the Santam Group through the offering of the following services: Lean Six Sigma Training and Certification, Lean Six Sigma Project Execution, Process Excellence Training,...
-
Procurement Specialist
3 months ago
Bellville, South Africa CBRE Excellerate Full time**Procurement Specialist** **Bellville** **Cape Town** **Who we are** We are the market leader in commercial real estate services and investments and provide an integrated suite of high-quality real estate services to our clients across Africa and the Middle East, including facilities management, advisory & transaction services, project management. We...
-
Business Relationship Manager
7 months ago
Bellville, South Africa FirstRand Full timeJob Description To strategically and operationally manage and grow a portfolio of high revenue generating clients. These responsibilities include the key relationship management of these key clients, seeking, identifying and exploiting business opportunities for the bank and growing the portfolio through the acquisition of new clients. Success will be...
-
Communications Specialist
7 months ago
Bellville, South Africa Health Solutions Full time**Introduction** **Role Purpose** To offer professional external communication support to GEMS, which may include, but is not limited to creating content, facilitating integrated communication to all stakeholders (members, healthcare service providers, Human Resource practitioners, the Department of Health, prospective members, Metropolitan Health (MH)...
-
Accounts Receivable Specialist
2 weeks ago
Bellville, South Africa CKH Group Full timeWe are seeking a highly skilled and experienced Senior Accounts Receivable Specialist to take ownership of our accounts receivable operations and play a key role in ensuring the efficiency and accuracy of the AR function. We will trust you to: - Manage accounts receivable processes, including credit notes, deductions, reconciliations, and bank postings. -...
-
Accounts Receivable Specialist
2 weeks ago
Bellville, South Africa CKH Group Full timeWe are seeking a highly skilled and experienced Senior Accounts Receivable Specialist to take ownership of our accounts receivable operations and play a key role in ensuring the efficiency and accuracy of the AR function. **We will trust you to**: - Manage accounts receivable processes, including credit notes, deductions, reconciliations, and bank...
-
Senior Copywriter
3 months ago
Bellville, South Africa Brand and Corporate Affairs Full time**Introduction** - We are seeking a highly creative and strategic Senior Copywriter to join our marketing team. In this role, you will play a pivotal part in developing innovative campaign ideas and crafting compelling content that aligns with business objectives. Working closely with designers and strategists, you will drive the ideation process and oversee...
-
Principal Investment Consultant
7 months ago
Bellville, South Africa Sanlam Full time**About Sanlam Corporate**: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives...
-
Customer Success Specialist
3 months ago
Bellville, South Africa JOBJACK Full timeJOBJACK is looking for a driven, patient, and passionate problem solver to join our Customer Success Team as a Customer Success Specialist. With superior people skills and a positive attitude, a Customer Success specialist bridges the gap between sales and customer management, enhancing product value and keeping a "high-level view" of the support...
-
Customer Success Specialist
7 months ago
Bellville, South Africa JOBJACK Full timeJOBJACK is looking for a driven, patient, and passionate problem solver to join our Operations Team as a Customer Success Specialist. With superior people skills and a positive attitude, a Customer Success specialist bridges the gap between sales and customer management, enhancing product value and keeping a "high-level view" of the support process. This is...
-
Business Process Specialist
7 months ago
Bellville, South Africa Sanlam Full time**What will you do?** **Santam Group Finance** has a position available for a **Process Specialist**, based at **Head Office in Bellville** and reporting to the Manager: Business Enablement.- The Business Process Specialist needs to provide the lead throughout the implementation of process improvement initiatives to ensure people/process/technical solutions...
-
Head: Agile PMO
6 months ago
Bellville, South Africa Sanlam Full time**Who are we?** Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology...
-
Board Member
4 months ago
Bellville, South Africa Tygerberg Hospice Full time**Join the Tygerberg Hospice Board: Shape the Future of Compassionate Care** Are you passionate about making a difference in the community and guiding an organisation dedicated to providing palliative care and essential support services? Tygerberg Hospice, a leader in compassionate care, Integrated Home-Based Care, and Transitional Care, is seeking dynamic...
-
Relationship Manager
6 months ago
Bellville, South Africa Santam Full timeWho we are Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centered...