Client Portfolio Manager jobs in Rustenburg

Introduction A well-established company in the Financial Services sector, based in Rustenburg is looking for a dedicated, detail-oriented, and highly motivated Client Relationship Manager to join their team. The successful candidate will work alongside Financial Planners and take full responsibility for the preparation and maintenance of client files, preparation and implementation of...

Join a rapidly growing financial services firm as an Account Manager, where you'll play a pivotal role in enhancing client experiences and expanding forex products. This position offers the chance to work closely with clients, manage their accounts, and drive satisfaction and retention. With a focus on transparency and collaboration, you'll thrive in an environment that rewards excellence and...

A leading property management firm is looking for a Service Charge Accountant to join their in-house team. This remote position requires managing a portfolio and preparing complete accounts while working UK hours. Ideal candidates have AAT Level 3 or equivalent qualifications and strong accounting skills. The role emphasizes attention to detail, relationship building, and the capacity to manage...

A leading financial institution in Rustenburg is seeking a proactive Banking Advisor Wealth to manage a portfolio of Private Wealth Clients. This role requires strong sales and customer relationship skills, along with a degree in finance or accounting. The ideal candidate will have 2 to 3 years of relevant experience and a commitment to service excellence. You will be tasked with growing existing...

A leading financial institution is seeking a Banking Advisor Wealth to manage a portfolio of Private Wealth Clients in Rustenburg. The ideal candidate will ensure exceptional service delivery, grow the client base, and effectively manage leads. Applicants should hold an RE5 Certificate and a Degree NQF7 in Finance or Accounting, along with 2 to 3 years of relevant experience in a financial...

A reputable bank is seeking a Banking Advisor Wealth in Rustenburg to manage a portfolio of Private Wealth Clients. The ideal candidate will possess a RE5 Certificate and a relevant Degree while demonstrating 2 to 3 years of experience in a financial sales environment. The role requires strong customer relationship management skills and the ability to drive profit growth through effective service...

A leading financial services provider in Rustenburg is looking for a Banking Advisor to manage a portfolio of Private Wealth Clients. The successful candidate will work closely with Private Bankers to identify growth opportunities and enhance client relationships. Required qualifications include an RE5 Certificate and a relevant degree, along with 2-3 years of sales experience within a financial...

A leading financial institution in South Africa is seeking a Banking Advisor Wealth to manage a portfolio of Private Wealth Clients. You will be responsible for developing client relationships, ensuring administrative efficiency, and identifying sales opportunities to grow the business. Ideal candidates must possess a RE5 Certificate and a Degree in Finance or Accounting, along with 2-3 years of...

A prominent financial institution in Rustenburg is seeking a Banking Advisor to manage a portfolio of Private Wealth Clients. The ideal candidate will have a RE5 Certificate and an NQF7 degree in Finance or Accounting, along with 2-3 years of experience in a financial service environment. Responsibilities include fostering client relationships, ensuring compliance, and contributing to business...

An innovative company is seeking an Account Director to lead client relations and enhance customer experience insights. This role is pivotal in managing a diverse portfolio across various industries, ensuring clients derive maximum value from data solutions. As part of a dynamic and inclusive culture, you'll work in a fully remote environment with flexibility, while also having opportunities for...

RM: Private Clients- Requisition Number -139236- Closing Date-18 August 2025- Location- Rustenburg- Job Family- Sales And Services- Career Stream- Relationship Management- Leadership Pipeline- Manage Self: Professional- FAIS Affected- FAIS Affected - YesJob Purpose- To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve...

A leading financial institution in South Africa is seeking an Enterprise Banker who will provide exceptional customer experiences and implement suitable banking solutions in a hybrid work environment. Candidates should have a Higher Diploma in Business, Commerce, or Management and demonstrate a strong ability in customer relationship management and sales. This role involves ensuring compliance...

A leading financial services company in Rustenburg is seeking a candidate to provide customer service and develop relationships with potential clients. The ideal candidate will have strong skills in consultative selling and customer management, supported by relevant qualifications. Responsibilities include assessing customer needs, maintaining CRM data, and identifying sales opportunities. This...

A leading financial services provider in Rustenburg is seeking a candidate to provide exceptional client service and promote products to increase market share. Responsibilities include managing client profiles, providing financial advice, and ensuring compliance with standards. The ideal candidate has at least 1-year experience in sales or marketing, with an advantage for insurance-related...

A prominent financial institution in Rustenburg is seeking an External Sales and Service Advisor Lead to enhance customer experience and achieve sales targets. The ideal candidate will apply sales processes, manage client relationships, and understand market needs to deliver tailored banking solutions. Qualifications include an FAIS recognized NQF Level 5 qualification and completion of the First...

Life Insurance Client Service Administrator Wanted Are you a dedicated professional with a passion for client service in the long-term insurance industry? We're seeking a skilled Client Service Administrator with the expertise and experience to excel in our dynamic team. Duties & Responsibilities Key Requirements: - Matriculation and NQF Level 5 Certification: Demonstrated academic...

Client Support Specialist - Remote - Work From Home - Remote - Permanent - Full Time - Published: 1 day ago Introduction Family-Friendly Hours & Work from Home Fast-Growing Digital Marketing Leader In 2004, Steve Anson and Bill Esteb founded Vortala with a simple vision to help doctors grow their practice using the Internet. Today, our dedicated team of 85 marketing professionals serve...

A leading financial institute in South Africa is looking for a Sales Consultant for Home Loans. The ideal candidate will have a diploma or degree, 3-5 years of sales experience, and an understanding of home loan products. Responsibilities include achieving sales targets, managing customer relationships, and analyzing market trends. Ownership of a vehicle is required. Exceptional service and...

A leading financial services company in Rustenburg is seeking a motivated sales consultant to provide financial advice and manage client relationships. This role involves understanding customer needs, maintaining compliance, and contributing to the growth of the business. Candidates should have a minimum Grade 12 qualification, with relevant sales experience advantageous. Join a company committed...

A UK accountancy firm is seeking a qualified Accountant with over 5 years of experience. This remote role based in South Africa involves managing UK client accounts, preparing financial submissions, and providing advisory services. Candidates must be ACCA qualified with a strong understanding of UK tax regulations and excellent communication skills. The position offers a salary range of R50,000...