Client Portfolio Manager jobs in Parow

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...

Stay safe online. Now more than ever it’s important to be cybersafe. See Santam’s tips to help you stay safe online. Learn more. The Portfolio Manager works under the supervision of the Head of Project Delivery Centre and oversees Portfolios of Business Demand (across the Group) as well as governance and delivery management using the PDC (Project Delivery Centre) methodology framework aligned to...

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...

Empowering Africa’s tomorrow, together one story at a time.- With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryFormulate tactical strategy and associated...

GENERAL JOB INFORMATION: We have an exciting opportunity for a highly qualified Portfolio Manager who has a passion for exceptional client service, who is technically strong in all aspects of employee benefits and who will have front office exposure to clients. QUALIFICATIONS AND EXPERIENCE: A minimum qualification of matric, further tertiary qualifications especially within the employee...

Join TIH, home to some of South Africa's leading financial service providers, and grow your career while being part of an organisation with purpose. Job Purpose Plan, initiate, grow and manage portfolios and business partners into profitability through relationship building and risk management. Lead and guide the work of specialists and serve as the liaison with Senior Managers and Executives...

Your role The Marine Underwriter - Portfolio Manager is responsible for evaluating, analysing, and underwriting marine insurance risks, including cargo, hull, and liability policies. The role requires a strong understanding of marine operations, risk assessment, and policy wording to ensure profitable underwriting while delivering excellent client service. Key Tasks & Accountabilities - Risk...

Marite Property Administrators have a job opportunity for a Sectional Title Portfolio Manager (residential). The position is immediately available. The person we require should by able to easily adapt and manage in an environment which is fast paced, ever-changing and especially challenging. No qualification is required however previous experience is a plus. Duties include - but are not...

Who are we?Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology governance and risk orchestrator for technology...

PORTFOLIO MANAGER: SECTIONAL TITLE - R 52,000PM - MILNERTON, CAPE TOWN We're looking for a grounded, detail-driven Portfolio Manager who knows how to take ownership—and stick with it, someone who can take full ownership of a diverse property mix—primarily commercial schemes, with a few large mixed-use developments. The ideal candidate has solid sectional title experience and a clear...

A leading international accounting firm in Cape Town is seeking a motivated Financial Accountant to manage a portfolio of clients. This role involves delivering outsourced accounting and tax services, providing an excellent opportunity for professional growth. The ideal candidate has a strong accounting background and a good understanding of tax principles, along with the ability to work...

A global investment firm in Cape Town is seeking an investment analyst to support the management of discretionary portfolios and enhance reporting processes. Responsibilities include monitoring portfolio risks, generating data reports, and collaborating with senior team members. Candidates should have 2-5 years of experience in investments and a recommended qualification like B.Com or similar....

Join a forward-thinking bank that empowers Africa's tomorrow by building and maintaining professional relationships with Private Wealth clients. In this dynamic role, you will proactively acquire new clients, deepen existing relationships, and ensure customer satisfaction while adhering to regulatory frameworks. With a strong emphasis on business development and risk management, this position...

A dynamic accounting firm is seeking a detail-oriented Bookkeeper to manage financial processing for multiple clients. This hybrid role offers flexibility, with three days in the office and two days remote, aimed at supporting working parents. The ideal candidate will have a minimum of 8 years of bookkeeping experience and strong proficiency in Xero. Responsibilities include performing monthly...

A leading South African bank in Stellenbosch is seeking a professional to manage and grow relationships with Private Wealth clients. The successful candidate will achieve financial targets while improving the customer experience within regulatory frameworks. Qualifications include a degree in Business, Commerce, or Management. If you are passionate about client satisfaction and have experience in...

A leading financial institution in Cape Town is seeking a seasoned professional in Wealth Management to drive new client acquisition and enhance revenue growth. The ideal candidate should possess a First Degree in Finance or Accounting, be a JSE registered Stockbroker, and have over 10 years of experience in the sector. This role involves developing strategies for client growth and managing...

Join a leading financial services provider dedicated to empowering individuals through professional financial advice. This role focuses on building lasting client relationships, providing tailored financial solutions, and achieving business growth while adhering to compliance standards. You will have the opportunity to leverage your networking skills and financial expertise to create value for...

Your role The Marine Underwriter - Portfolio Manager is responsible for evaluating, analysing, and underwriting marine insurance risks, including cargo, hull, and liability policies. The role requires a strong understanding of marine operations, risk assessment, and policy wording to ensure profitable underwriting while delivering excellent client service. Key Tasks & Accountabilities - Risk...

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...