Client Portfolio Manager jobs in Stellenbosch

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...

Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary...

A marketing agency in Stellenbosch is seeking a Brands Account Executive to manage client accounts and ensure smooth execution of marketing campaigns. This role requires 5-7 years of experience in a marketing agency and a diploma or degree in a related field. The ideal candidate will demonstrate strong communication skills, effective multitasking, and the ability to maintain positive client...

A leading family office group in Stellenbosch is seeking a Client Relationship Manager to build long-term relationships with clients and oversee their financial affairs. The ideal candidate will have 8 years of experience in the Finance Services Industry and a relevant professional qualification. Key skills include advanced Excel and project management. Responsibilities involve communication with...

A leading investment holding company in Stellenbosch is seeking a skilled Accountant to support financial management and reporting for their diverse agricultural portfolio. Responsibilities include managing financial reporting, monitoring capital expenditure, and overseeing loans and accounts. The ideal candidate will have at least 4 years of accounting experience and a relevant bachelor's...

A leading recruitment agency offers an Operations Manager position in the Western Cape. The role involves managing staff, ensuring high service standards, and complying with OHS requirements. Candidates should have a relevant tertiary qualification, experience in middle management, and a valid driver’s license. This position is ideal for individuals who are adaptable and capable of managing...

A leading African bank in Stellenbosch is seeking a professional for a credit assessment role involving in-depth risk analysis and financial interpretation. Candidates should possess a Bachelor's degree in Business or Commerce and five years of relevant experience. Responsibilities include monitoring client performance, ensuring compliance with credit policies, and driving quality credit...

A leading banking institution in Stellenbosch is seeking an experienced Credit Analyst to conduct credit assessments and risk analysis on potential clients. You will be responsible for monitoring client performance, providing credit solutions, and compiling financial reviews. The ideal candidate should possess a Bachelor's or Advanced Diploma in Business, with at least five years of experience in...

»Date:13 Aug 2025Location: Stellenbosch, ZACompany:Capitec Bank LtdPurpose Statement:- To partner strategically with Product Heads to assess business needs and offer tailored marketing solutions.- To advise and direct the creation of marketing programs that align with the business's strategic direction.- To oversee the marketing value chain, from consulting with business to planning, development,...

Client Relationship Associate A company in Stellenbosch is looking for a Client Relationship Associate. The company is a fast-growing and dynamic specialist in financial services. This is an excellent opportunity for those looking to develop a career in the finance and foreign exchange industry. Duties & Responsibilities - Generate new business opportunities in the personal and commercial...

An established industry player is looking for a dynamic Wealth Advisor to manage and expand a portfolio of high-net-worth clients. This role emphasizes comprehensive wealth planning and strong client relationship management. You will provide tailored services focusing on investments and risk, conduct regular client reviews, and collaborate across divisions to enhance client services. If you have...

A premium packaging and print partner in Stellenbosch is seeking an Operations & Commercial Support Lead. This versatile role requires a high-energy individual to manage both client-facing commercial activities and operational execution. Candidates should possess a tertiary qualification in business or a related field, fluent communication in English and Afrikaans, and a minimum of 3 years'...

A technology solutions company is looking for a Client Centre Team Member in Stellenbosch, South Africa. This role involves providing exceptional support to client queries, maintaining content on the Support Wiki, and assisting with educational material. The ideal candidate will be fluent in isiXhosa or isiZulu, possess strong analytical skills, and demonstrate patience while managing multiple...

A growing accounting firm seeks an experienced Bookkeeper to join their team on a hybrid work model. This role offers flexibility, requiring in-office presence three days a week and two days of remote work. Key responsibilities include monthly bookkeeping, bank reconciliations, payroll processing, and VAT/GST compliance. The ideal candidate should have at least 8 years of bookkeeping experience,...

Client Relationship Manager The position reports to the Head of Family Office - Stellenbosch but may work for more than one senior executive in the Family Office team and may also be responsible for managing and developing more junior members of the Family Office team. This role involves close and regular interaction with clients and third parties of the Stonehage Fleming Group as well as with...

Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary...

A leading bank in South Africa is seeking a professional to manage and grow relationships with Private Wealth clients. The role involves financial target achievement, new client acquisition, and delivering exceptional customer service within compliance frameworks. Candidates must hold a relevant Bachelor's degree or advanced diploma. This position offers the opportunity to engage in various...

Who are we?- Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.- With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary...

A leading investment firm in Stellenbosch is seeking a detail-oriented individual to manage client and third-party queries. The successful candidate will be responsible for collating vital documentation and ensuring compliance with regulations. Candidates should have a Bachelor of Commerce Degree and experience in the Private Wealth Industry. Strong communication skills and attention to detail...