Client Portfolio Manager jobs in Centurion

E xciting Career Opportunity: Portfolio Manager at JM Venter Property Services CC We're Recruiting Are you an accomplished Property Management Professional looking to take the next big step in your career in Centurion? JM Venter Property Services CC, a trusted name renowned for excellence and innovation in the property management sector, is seeking a skilled Portfolio Manager to join our...

IntroductionRole Purpose** Construct and manage investment portfolios based on the investment mandate and client requirements and within the Outcomes Based Investment philosophy and strategy. Requirements: - Relevant Degree - Certified Chartered Financial Analyst (CFA) or other appropriate professional qualification (preferred) - 3-6 years experience in portfolio management - Stakeholder...

Unlock unparalleled growth opportunities and take your career to new heights with our client as a Portfolio Manager where you will be constructing and managing investment portfolios based on the investment mandate and client requirements and within the Outcomes Based Investment philosophy and strategy.- Construct and manage investment portfolios based on the outcomes of the mandate and client...

Closing Date2023/03/31Reference NumberMMH221101-2Job TitlePortfolio ManagerPosition TypePermanentRole FamilyOperationsClusterMomentum Insure Company LimitedRemote OpportunitySome of the timeLocation - CountrySouth AfricaLocation - ProvinceGautengLocation - Town / CityCenturionIntroduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme),...

Job Title: Portfolio Manager / IT Manager – Network & Infrastructure Location: Durban( Willing to relocate) Employment Type: Permanent Role Overview: We are seeking an experienced professional with a strong background in network and infrastructure who has progressed into a role where they can manage and oversee teams and projects in these areas. This role focuses on strategic oversight and...

- The purpose of a Customer Relationship Manager is to build relationships with clients to ensure that their needs are met, they are satisfied with the services and/or products provided by the company and any challenges are overcome. Job Duties Client Relationship Management - Effectively maintains and retains existing customers by building long-term relationships. - Develop positive...

Business unit, Department, Reporting Business Unit Finance Department Financial Support Services Reports To Senior Manager: Finance Business Partner Grade S5 Core Description Responsible for the commercial and financial management of clients. This entails the commercial and financial business advisory services to the Client Account Directors and the Vertical Finance Business Partners....

Our Client in the Retail Life Insurance industry is seeking a self-driven, dynamic Digital Portfolio Planner eager to grow their career by supporting clients in achieving financial security. The primary objective of this role is to attract, acquire, and retain clients by designing and implementing tailored financial plans that align with their financial wellness needs. This is achieved in line...

Digital Portfolio Planner Requirements: - Matric required - FAIS and advice accredited (preferably RE5 and COB3) - Degree in Financial Planning, Business, Finance, or Economics (required) - Aspirations towards becoming a Certified Financial Planner (CFP) - 13 years' sales experience in the insurance industry - Must be qualified to provide advice under supervision or independently Duties and...

Introduction A leading company in the Financial sector is looking for an Executive Client Portfolio Administrator to join their company based in Pretoria East. Duties & Responsibilities - Support to Financial Planners in an office environment through general and client portfolio administration with executive duties to include, but not limited to: - Understand, execute and manage intermediary...

IZI South Africa a credible and leading provider of cash solutions for efficient and secure cash logistic services is recruiting Two (2) Client Orders Administrators to be the central point of contact for managing client orders and resolving all related queries. This role is crucial for ensuring the smooth and accurate fulfillment of our clients' cash orders. Key Responsibilities - Customer...

About Us WeBridge Finance and Steed Growth Finance are dynamic, client-focused financial services providers based in Pretoria, South Africa. WeBridge specializes in niche bridging finance solutions, including upfront advances on settled Road Accident Fund (RAF) claims, attorney fee financing, and property bridging to empower claimants during lengthy settlement periods. Steed Growth Finance...

Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the...

Role Purpose To provide effective and efficient service to clients by receiving, evaluating and timeously responding to telephonic/electronic enquiries. Requirements Experience and Qualifications - Matric or relevant qualification. - Exposure to the insurance or financial services industry. - 2 years relevant experience in client servicing environment. - Microsoft Office Suite (Word, Excel). -...

Visit for application Closing Date: Optimi is looking for self-driven individuals with excellent customer service skills to join our rapidly growing company in the Client Engagement Team. Successful candidates must be exceptional team players with a positive outlook and strong communication and interpersonal skills. REQUIREMENTS - Grade 12 - Certificate in Client Services or similar - 1 year...

Company Description OUTsurance has been propelling the South African insurance industry forward for the last 28 years. As leaders in the field, we're always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to outstanding employees who set the bar high with their energy and expertise. If you're...

Job Function: To supervise and coordinate the Client Liaison team, ensuring efficient handling of client queries, accurate reporting, and adherence to service level agreements (SLAs). The role focuses on maintaining strong client relationships, driving operational excellence, and supporting month-end and ad hoc client requirements in alignment with company standards and objectives. Key...

A well-established business is seeking to appoint a Head: CRM, Client Experience & Insights - (Head Office)The purpose is to oversee the implementation and management of CRM systems, analyze customer data to identify trends and opportunities, and lead cross-functional efforts to personalise marketing, sales, and customer service interactions.Education and Experience:- Bachelor’s Degree in...

Structure, Grade & Reporting Job grade/level S5 Business Unit Chief Finance Officer Position reports to Senior: Financial Business Partner Span of Control 0 Core Description Responsible for the commercial and financial management of clients. This entails the commercial and financial business advisory services to the Client Account Directors and the Vertical Finance Business Partners. The key...

Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the...