A leading financial institution is seeking a Business Manager for their Bushbuckridge location. The role involves identifying business opportunities, acquiring clients, and managing portfolios to drive growth. Candidates should have a Finance related degree and 2-3 years of experience in business and portfolio management. Successful applicants will be adaptable, curious, and thrive in a...
A leading financial institution in George is seeking an Investment Portfolio Manager to oversee client investments aligning with agreed mandates. The role involves conducting thorough market analyses, enhancing service delivery processes, and establishing key stakeholder relationships to drive revenue growth. Ideal candidates will possess required certifications and relevant financial analysis...
A leading financial institution in George seeks an Investment Portfolio Manager to manage client investments and enhance revenue growth. The ideal applicant should have strong analytical and relationship-building skills, and proficiency in financial management practices. Responsibilities include developing budgets, conducting market analysis, and ensuring high-quality service delivery. This...
A financial services company based in George is looking for an Investment Portfolio Manager to manage client investments and contribute to growth strategies. You will be tasked with analyzing financial data, building client relationships, and ensuring service excellence. Ideal candidates should have relevant qualifications and experience in investment analysis and market trends. This is a...
A leading financial institution in South Africa seeks an Investment Portfolio Manager. In this role, you will manage client investments while providing valuable financial insights and analysis. You will engage with fellow professionals and clients, focusing on delivering exceptional service and identifying growth opportunities. Ideal candidates hold FAIS, RE certifications and possess a solid...
A leading financial services company in South Africa is seeking an Investment Portfolio Manager. You will manage client investments, focusing on service excellence and strategic growth. Your responsibilities will include conducting financial analyses, engaging stakeholders, and providing insights for business development. Ideal candidates will have necessary financial certifications and a strong...
A leading banking institution in Bloemfontein is seeking an experienced professional to provide strategic oversight and operational management of high-value business clients. The ideal candidate will have a strong background in Commercial Banking, with responsibilities including managing a portfolio of clients, driving service delivery, and developing key stakeholder relationships. This role...
About the job: Accountant (Client Portfolio Management) Take ownership of a full client portfolio in a dynamic accounting firm. Cape Town | R35,000 - R45,000 CTC About Our Client This Cape Town-based accounting practice offers a full suite of financial, tax, and advisory services to a loyal client base. Known for its technical depth and hands‑on support, the firm provides a professional...
A property management firm in Johannesburg is seeking a Property Manager to oversee a client property portfolio. The role involves managing client communications, ensuring legal compliance for meetings, and maintaining financial records. The ideal candidate has a diploma in Property Management, strong networking skills, and 1–3 years in estate management. This position offers an opportunity to...
Overview - Facilitate, coordinate and provide direction for the Group CRM/Billing and Payments vision, strategy and value proposition, including identifying and designing new monetisation capabilities to support business and tech for tech growth through technology initiatives. Own and drive the portfolio roadmap, including CRM/Billing and payment activities across all business areas and drive...
Is this you? You’re investment savvy and building client relationships is what you thrive in. Not only do you have extensive technical investments experience, but you are also brilliant at building and maintaining client relationships. This combination of skills and expertise allows you to grow and protect your clients’ wealth, just what a family of wealth needs. What you’ll be doing (and why...
Job Description This is a great opportunity for an SSRS Developer to build and deliver reporting solutions across Trade, Portfolio, and Client Data for a Global Independent Investment Management Firm This SSRS Developer position is 100% remote offering between R960K – R1M THE COMPANY A Global Independent INVESTMENT MANAGEMENT Company headquartered in London, with offices in South Africa. They...
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 Portfolio Administrator will perform all...
A leading accounting firm is seeking a detail-oriented Odoo Bookkeeper to maintain accurate financial records and ensure compliance with accounting standards. The successful candidate will support accountants and auditors with timely financial data across multiple client portfolios. Key responsibilities include managing bookkeeping records, processing bank transactions, capturing accounts payable...
A leading financial services provider in Johannesburg is looking for a Client Intelligence Portfolio Analyst. This role involves managing business intelligence, conducting in-depth financial analysis, and engaging with stakeholders to provide actionable insights. The ideal candidate holds a Bachelor of Commerce with a focus in Economics, Information Systems, or Finance, and has 5 to 9 years of...
A leading financial services firm in Johannesburg seeks a Client Intelligence Portfolio Analyst with 5 to 9 years experience in analytics. The role involves managing Business Intelligence reports, conducting financial analyses, and collaborating with stakeholders to enhance decision-making. Ideal candidates will have a Bachelor of Commerce degree and a strong background in Economics, Information...
A leading financial services provider in Johannesburg is looking for a TTS Client Intelligence Portfolio Analyst. This role emphasizes business intelligence and data management, requiring a strong background in analytics and communication. Ideal candidates will hold a Bachelor of Commerce degree with relevant specializations and possess 5 to 9 years of experience in analytics. The organization...
Accountant (Client Portfolio Management) Take ownership of a full client portfolio in a dynamic accounting firm Cape Town | R35,000 – R45,000 CTC About Our Client This Cape Town-based accounting practice offers a full suite of financial, tax, and advisory services to a loyal client base. Known for its technical depth and hands‑on support, the firm provides a professional environment where...
A leading financial institution in Gqeberha is seeking a Banking Advisor to manage a portfolio of affluent clients. This role requires proactive engagement with a team of Private Bankers, delivering high-quality service, and identifying growth opportunities. Ideal candidates will hold an RE5 Certificate and have a bachelor's degree in a relevant field, along with 3 to 5 years' experience in a...
A dynamic accounting firm in Cape Town is seeking an Accountant to take ownership of a full client portfolio. The role demands compliance with South African regulations, managing accounting, payroll, VAT, and tax services for multiple clients. Ideal candidates should have a Bachelor's degree in a related field, at least 3 years of experience, and strong knowledge of South African tax and labour...