Financial Portfolio Specialist
1 month ago
We are seeking a highly skilled Financial Portfolio Specialist to join our team at The Recruitment Council in Stellenbosch. This role offers an attractive salary of R850,000 per annum.
Main Responsibilities- Client Management: Build and maintain strong relationships with high-net-worth clients, ensuring their needs are met through effective communication and follow-ups.
- Portfolio Management: Assist Senior Wealth Managers in preparing complex reports and proposals, develop review packs, and provide performance updates for client portfolios.
- Operational Support: Attend client and service provider meetings, take detailed notes, and prepare recap emails summarizing key points and next steps.
- Reporting & Documentation: Maintain accurate records of Wealth Manager reports and client interactions, organizing and saving proposals on shared drives.
- Research & Development: Stay updated on financial products, funds, and best practices in wealth management, collaborating with risk specialists to address client needs and concerns.
- Technical Proficiency: Proficient in Microsoft Office (Excel, PowerPoint, Word) and familiar with Bloomberg and/or Morningstar.
- Analytical Skills: Strong analytical and quantitative skills with commercial awareness.
- Project Management: Proven ability to manage multiple projects simultaneously while maintaining attention to detail.
- Education & Experience: Relevant BCom degree, CFP/CFA preferred or in progress, and FAIS compliance. A minimum of 5 years as a Wealth Analyst focusing on high-net-worth clients.
- Personal Attributes: Effective planning and organization, collaborative spirit, strong communication skills, commitment to quality assurance, and client orientation.
-
Financial Planning Specialist
3 weeks ago
Stellenbosch, Western Cape, South Africa Communicate Recruitment Full timeWe are seeking an experienced Financial Planning Specialist to join our team at Communicate Recruitment. This is a dynamic opportunity for a skilled accountant to take on a new challenge and utilize their expertise to drive business growth.About the RoleThe successful candidate will be responsible for preparing financial journals, managing client portfolios,...
-
Financial Planning Specialist
2 days ago
Stellenbosch, Western Cape, South Africa The Recruitment Council Full timeJob Title: Financial Planning SpecialistEstimated Salary: R350,000 - R450,000 per annumCompany Overview:The Recruitment Council is a leading recruitment agency specializing in finance and accounting positions.Job Description:As a Financial Planning Specialist at The Recruitment Council, you will be responsible for assisting Wealth Advisers by addressing...
-
Financial Services Specialist
2 months ago
Stellenbosch, Western Cape, South Africa The Recruitment Council Full timeJob Title: Wealth AnalystOverview:The Recruitment Council is seeking a highly skilled Wealth Analyst to support our team of financial professionals. As a key member, you will play a pivotal role in delivering exceptional service to our high-net-worth clients.Responsibilities:Client Engagement: Build strong relationships with clients, conduct portfolio...
-
Senior Financial Reporting Specialist
3 weeks ago
Stellenbosch, Western Cape, South Africa Unifi Group Full timeJob Title: Senior Financial Reporting SpecialistWe are seeking a highly skilled and experienced Senior Financial Reporting Specialist to join our team at Unifi Group in Stellenbosch, Western Cape.About the Role:Develop a comprehensive understanding of our business operations to inform financial reporting and strategic decision-making.Key...
-
Financial Reporting Specialist
1 month ago
Stellenbosch, Western Cape, South Africa Communicate Recruitment Full timeAt Communicate Recruitment, we are seeking a highly skilled Financial Reporting Specialist to join our team. About the Role:The successful candidate will be responsible for consolidating financial data, analyzing balance sheets, and managing cashbook and payroll reconciliation processes.Key Responsibilities:Consolidation of financial dataAnalyzing balance...
-
Financial Management Specialist
1 month ago
Stellenbosch, Western Cape, South Africa iStaff Recruitment Full timeJob SummaryAt iStaff Recruitment, we are seeking a highly skilled Financial Management Specialist to join our team. The successful candidate will be responsible for maintaining precise and punctual financial records for the company.Key ResponsibilitiesMaintain accurate and up-to-date financial records, including accounts payable and accounts...
-
Financial Reporting Specialist
1 month ago
Stellenbosch, Western Cape, South Africa Exceed Human Resource Consultants Ltd Full timeWe are seeking a highly skilled Financial Reporting Specialist to join our team at Exceed Human Resource Consultants Ltd. As a key member of our finance department, you will be responsible for preparing accurate and timely financial statements that meet regulatory requirements.With a strong background in accounting and a proven track record of delivering...
-
Senior Financial Integration Specialist
4 weeks ago
Stellenbosch, Western Cape, South Africa Emporium Full timeJob OverviewWe are seeking a highly skilled Data Migration Specialist to join our team at Emporium. As a key member of our operations, you will play a critical role in ensuring seamless financial integrations for our clients.
-
Financial Integration Specialist
1 month ago
Stellenbosch, Western Cape, South Africa Emporium Full timeAbout EmporiumEmporium is a leading provider of financial solutions, dedicated to delivering exceptional services to our clients.Job OverviewWe are currently seeking an experienced Data Migration Specialist to join our team. This role will be responsible for assisting new and existing customers with complex financial web application integrations and...
-
Financial Compliance Specialist
3 weeks ago
Stellenbosch, Western Cape, South Africa Exceed Human Resource Consultants Full timeJob DescriptionWe are seeking a highly skilled Financial Compliance Specialist to join our team at Exceed Human Resource Consultants.Key Responsibilities:Prepare financial statements that include complex tax calculations, ensuring accuracy and adherence to regulatory requirements.Process transactions in Xero, Pastel Partner, and Pastel Online, maintaining a...
-
Financial Operations Specialist
1 month ago
Stellenbosch, Western Cape, South Africa Sagen Advisory Full timeSagen Advisory, a diversified and established group based in the Cape Winelands, is seeking an ambitious and talented financial professional to join their team as a Financial Operations Specialist.This role is critical in supporting the Financial Manager, overseeing financial operations, management reporting, and ensuring the financial health and success of...
-
Financial Services Specialist
2 months ago
Stellenbosch, Western Cape, South Africa The Recruitment Council Full timeJob Title: Wealth AnalystKey Responsibilities:The Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables.Key Responsibilities:Client Liaison & Retention Management:The Wealth...
-
Wealth Management Specialist
2 months ago
Stellenbosch, Western Cape, South Africa The Recruitment Council Full timeJob Title: Wealth Management SpecialistJob OverviewThe Recruitment Council is seeking a highly skilled Wealth Management Specialist to join our team. As a key member of our wealth management team, you will be responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships.Key...
-
Financial Services Specialist
2 days ago
Stellenbosch, Western Cape, South Africa The Recruitment Council Full timeJob DescriptionThe Recruitment Council is seeking a highly skilled Wealth Management Associate to join our team. As a key member of our Wealth Management department, you will be responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships.This role demands a high level of efficiency,...
-
Senior Financial Planning Specialist
1 month ago
Stellenbosch, Western Cape, South Africa Exceed Human Resource Consultants Ltd Full timeWe are seeking a highly skilled Senior Financial Planning Specialist to join Exceed Human Resource Consultants Ltd. The successful candidate will have a financial degree and completed SAIPA/SAICA traineeship, with 3-5 years of experience in the field.Job Description:The key responsibilities of this role include:Budgeting and forecasting: Developing and...
-
Financial Operations Manager
1 month ago
Stellenbosch, Western Cape, South Africa Communicate Recruitment Full timeJob Title: Financial Operations ManagerWe are seeking a highly skilled and experienced Financial Operations Manager to join our team at Communicate Recruitment.About the Role:The successful candidate will be responsible for preparing journals, managing client portfolios, and overseeing the full accounting function. They will also be responsible for planning...
-
Financial Management Specialist
3 weeks ago
Stellenbosch, Western Cape, South Africa Communicate Recruitment Full timeWe are seeking an experienced Financial Management Specialist to join our team at Communicate Recruitment. This role will provide a challenging and rewarding opportunity for a skilled accounting professional looking to take their career to the next level.Company OverviewOur company, Communicate Recruitment, is a leading recruitment agency with a strong focus...
-
Financial Controller – Farming Specialist
4 weeks ago
Stellenbosch, Western Cape, South Africa Frank Consult Full timeJob Title: Financial Controller – Farming SpecialistEstimated Salary: $100,000 - $120,000 per annum.About the Role:We are seeking an experienced Financial Controller to join our team at Frank Consult. As a key member of our financial management team, you will be responsible for ensuring the accurate and timely preparation of financial reports and analysis...
-
Financial Controller
1 week ago
Stellenbosch, Western Cape, South Africa Communicate Recruitment Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Controller to join our team at Communicate Recruitment. As a key member of our finance department, you will be responsible for overseeing all financial aspects of the company.About the RoleKey Responsibilities:Prepare journals and manage client portfolios.Responsible for invoicing and...
-
Financial Controller – Farming Operations Specialist
2 months ago
Stellenbosch, Western Cape, South Africa Frank Consult Full timeJob DescriptionAt Frank Consult, we are seeking a highly skilled Financial Controller – Farming Operations Specialist to join our team. This is a critical role that requires a strong background in accounting, financial management, and agriculture.Key ResponsibilitiesFinancial Management: Calculate, report, and manage the Farming Business P&L, ensuring...