Client Portfolio Executive

Client Portfolio Executive (Cape Town Metro)Client Portfolio Executive (Cape Town Metro)Apply posted on Posted 3 Days Ago time left to apply End Date: May 31, 2025 (30+ days left to apply) job requisition id R23463Job DescriptionTo strategically and operationally manage and grow a portfolio of high revenue generating business clients.Welcome to FNB, the home...

Client Portfolio Executive (Cape Town Metro) page is loadedClient Portfolio Executive (Cape Town Metro)Apply posted on Posted 3 Days Ago time left to apply End Date: May 31, 2025 (30+ days left to apply) job requisition id R23463Job DescriptionTo strategically and operationally manage and grow a portfolio of high revenue generating business clients.Welcome...

Client Portfolio Executive (Cape Town Metro)Job DescriptionTo strategically and operationally manage and grow a portfolio of high revenue generating business clients.Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.As part of our team in...

Welcome to Wesbank, where you'll have the opportunity to strategically manage and grow a portfolio of high-revenue generating business clients.Job Description:To oversee the operational management and growth of a portfolio of business clients with significant revenue potential.We're looking for a skilled professional to join our team in Cape Town as a Client...

**Property Portfolio Manager** Cape Town R 800 000 CTC per annum, depending on experience + bonus Our client, an eminent South African based organisation, provides a fully integrated property development and management service in the commercial, retail and industrial sector is seeking an intrepid **Portfolio Manager** to join their growing organization...

The purpose of the Travel Planner at The Royal Portfolio is to offer consulting travel services that enhance their stay. By offering additional, comparable, ancillary properties and excursions outside of our portfolio, and ensuring that they are all a good fit for the guest, the Travel Planner offers their expertise in line with TRP’s purpose, which is to...

Our Client is looking for a Client Portfolio Administrator The Portfolio Administrator is primarily responsible for performing the tasks that comprise the administrative service offering to Clients, thereby contributing to the ongoing Client relationship. The main focus of the role is to provide quality service and maximise Client retention and referral....

Our Client is looking for a Client Portfolio Administrator The Portfolio Administrator is primarily responsible for performing the tasks that comprise the administrative service offering to Clients, thereby contributing to the ongoing Client relationship. The main focus of the role is to provide quality service and maximise Client retention and referral....

We are seeking an experienced Client Portfolio Specialist to join our team in Cape Town. The ideal candidate will have a strong background in commercial banking, with expertise in managing high revenue-generating business clients.The successful candidate will be responsible for managing a portfolio of business clients, driving growth and profitability...

The Royal Portfolio is is a values based and purpose driven group of hotels and lodges highly focused on the guest experience. The company is family owned and run with operations in Cape Town, Hermanus, Franschhoek and the Greater Kruger National Park in South Africa. The Royal Portfolio Foundation exists alongside each of the properties and focuses on...

A well establish investment firm based in Newlands is seeking a Client Portfolio Manager / Financial Planner. Duties: Work as part of a professional team i Meet with prospective clients (virtually via Zoom/Teams or in person at our offices) Follow an established onboarding process to bring on new clients Advise existing and prospective clients on their...

RequirementsA minimum of 7 years' experience in financial services, with at least 5–7 years in a relationship management or private banking role.A proven ability to analyse clients' financial needs, identify opportunities, and deliver tailored financial solutions that create value for both client and bank.Demonstrated success in client acquisition,...

**POSITION PURPOSE** Responsible for the management of the Property. Ensure investment growth and maximum income of Property through effective property management and asset control. Ensures that such Portfolio Management operations are in accordance with established policies, procedures, and legal requirements. Ensures that services are delivered...

The Executive Space is seeking a skilled Virtual Executive Assistant to become an integral part of our growing team. As a VEA, you will be responsible for providing exceptional support to our clients, managing their schedules, and overseeing various administrative tasks.About the Role:Calendar Management: Coordinate client appointments, meetings, and...

Key RequirementsWe are looking for a Short-Term Insurance Portfolio Executive who has:Previous portfolio insurance relationship management experience (5 years in total)Proven track record of managing a portfolio of high net worth customers in the personal short-term insurance environmentStrong knowledge of insurance principles and practicesExcellent...

**Portfolio Manager** **Market-related Salary** **Cape Town** **Job Purpose** The Portfolio Manager takes responsibility for assisting the CIO in the structuring and management of segregated share portfolio models and other funds to maximise risk adjusted returns and grow assets under management for the company. The Portfolio Manager will also take...

**Portfolio Manager** **Market-related Salary** **Cape Town** **Job Purpose** The Portfolio Manager takes responsibility for assisting the CIO in the structuring and management of segregated share portfolio models and other funds to maximise risk adjusted returns and grow assets under management for the company. The Portfolio Manager will also take...

Purpose of Position: Support the highly efficient and focused small team of financial advisors in the practice to service clients and support the business with regards to internal reporting and driving other internal policies & procedures. - Elite Wealth CRM and Tools - Astute - Finametrica - Adobe Acrobat Pro Roles and Responsibilities: The Client...

Purpose of Position: Support the highly efficient and focused small team of financial advisors in the practice to service clients and support the business with regards to internal reporting and driving other internal policies & procedures. - Elite Wealth CRM and Tools - Astute - Finametrica - Adobe Acrobat Pro Roles and Responsibilities: The Client...

This role will take responsibility for assisting the CIO in the structuring and management of segregated share portfolio models and other funds to maximise risk adjusted returns and grow assets under management for the company. The Portfolio Manager will also take control of managing the asset management team and will have two direct reports and three...