Client Portfolio Analyst

An investment management firm in Cape Town is seeking a Portfolio Analyst to support Portfolio Managers in managing client investment portfolios. This entry-level position requires a degree in Business, Economics or Investment, along with strong investment knowledge. Responsibilities include conducting client suitability assessments, preparing client...

Join to apply for the Investment Management - Client Portfolio Analyst role at Stonehage Fleming . WORKING RELATIONSHIPS This role forms part of the Investment Management Client Team based in the Cape Town office and has a strong working relationship with the Investment Management Client Team in Johannesburg. Other working relationships include general...

Cape Town, South Africa Job Description Posted Thursday, November 27, 2025 at 6:00 AM WORKING RELATIONSHIPS This role forms part of the Investment Management Client Team based in the Cape Town office and has a strong working relationship with the Investment Management Client Team in Johannesburg. Other working relationships include general Stonehage Fleming...

Cape Town, South Africa Job Description Posted Thursday, November 27, 2025 at 6:00 AM WORKING RELATIONSHIPS This role forms part of the Investment Management Client Team based in the Cape Town office and has a strong working relationship with the Investment Management Client Team in Johannesburg. Other working relationships include general Stonehage Fleming...

# **Job Description**To support the Client Portfolio Executive by managing and administering a portfolio of clients including the application of an approval and ongoing quality risk management of the client’s credit facilities.Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us...

A leading commercial bank in Cape Town is seeking an experienced Analyst to support the Client Portfolio Executive by managing a portfolio of clients. The ideal candidate should have 2-3 years of experience in Commercial Banking and hold a relevant degree. Responsibilities include client education, risk management, and performance improvement analysis. Join...

Principal Elements and Accountabilities - Portfolio Management - Ensure proper take-on of new clients, collecting FICA and liaising with client service team - Conducts suitability assessment of clients and analysis of client affairs (fact find) - Prepare new client reviews and proposals - Prepare and oversee client implementation plans - Maintain and update...

A reputable financial institution in Cape Town is looking for an Analyst to manage client portfolios while ensuring compliance and delivering exceptional customer service. The ideal candidate should have 2-3 years experience in a Commercial Banking environment, relevant qualifications, and a client-centric approach. This position offers a stimulating working...

Applications Close 30 November Overview Location: Cape Town, South Africa Reports To: Head of Operations Purpose of Job: Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers, and service providers. Corporate Action exposure would be advantageous. Responsibilities Work with the team to agree and plan work...

A leading banking institution in Cape Town is seeking an experienced Analyst to manage a portfolio of clients and ensure quality risk management of credit facilities. The ideal candidate will have a Bachelor’s degree in Business Administration or Finance, with 2-3 years in a Commercial Banking environment. Candidates must possess strong analytical skills...