client portfolio manager jobs

Be part of our client's office family as a Junior Client Portfolio Analyst. The successful candidate will form part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general client relationship managers, external investment managers and linked investment service prov...

Job Description The Associate Director - Client Management (ADCM) will maintain client relationship including handling client issues and demands. The services for our clients include, but is not limited to, investment fund administration/accounting and financial statements preparation.The ADCM will work in close collaboration with the Country Delivery Director to maintain the existing client port...

Are you a seasoned Portfolio Manager looking for your next career move? An office family is currently seeking a talented professional to join their dynamic team!The successful candidate will be responsible for managing the global and local multi-asset investment portfolios of an existing book of high-net-worth clients. This requires in-depth technical knowledge of onshore and offshore financial m...

POSITION PURPOSEResponsible for the management of the Property. Ensure investment growth and maximum income of each Property through effective property management and asset control. Develops related budgets, monthly and ad-hoc reports, oversees leasing contracts, procures services, handles third party service contracts, and directs maintenance procedures. Ensures that all buildings, grounds, and ...

Client Manager Short term insurance professional? Living or looking to move to Polokwane?We are hiring! Aon South Africa is recruiting a Client Manager in our Commercial Risk division, based, on a hybrid basis, from our offices in Polokwane. The role of the Client Manager is to build and improve day to day client relationships, handle portfolios of client accounts and provide technical expertise ...

Are you a seasoned Portfolio Manager looking for your next career move? An office family is currently seeking a talented professional to join their dynamic team! The successful candidate will be responsible for managing the global and local multi-asset investment portfolios of an existing book of high-net-worth clients. This requires in-depth technical knowledge of onshore and offshore financial ...

Nedbank Get a financial partner who will help, guide and support you on your personal journey. View company page Location: JohannesburgGroup RiskAuditingManage Self ProfessionalPositionJob PurposeThe objective and scope of work of GIA is to determine whether the Group's systems of internal controls, risk management and governance, as designed and operated by management, are adequate and effective...

They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role offers an exciting opportunity to gain valuable experience in the wealth management industry and contribute to the success of our clients' financial goals.Key R...

Role Description: Audit Portfolio Manager required for a for a 6-month contract position (possible extension) for a client based in Johannesburg. Key Responsibilities: Strategic Insights & Client Centricity: Stay informed about industry trend... Qualifications & Requirements: Qualifications: Advanced diploma or national 1st degree, CA (SA) preferred. Certification in CISA, CIA, or CFSA is advanta...

They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role offers an exciting opportunity to gain valuable experience in the wealth management industry and contribute to the success of our clients' financial goals. Key ...

They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role offers an exciting opportunity to gain valuable experience in the wealth management industry and contribute to the success of our clients' financial goals. Key ...

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 R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary an...

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 R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary an...

Role and responsibilities:OverviewThe role will form part of the client service team working closely with the Head of Client Service and will report to the CEO . The candidate will be responsible for developing, managing and supporting client relationships. The candidate will be expected to work closely with the clients to ensure they have an in depth understanding of their client businesses to e...

Purpose of the role:The purpose of the Portfolio Manager role is to construct investment portfolios based on investment mandate and client requirements, implement suitable investment strategies, and thereafter monitor investment performance and review and/or rebalance portfolios based on changes in the client's investment objectives and/or changes in market conditions. Key Outputs:Client attracti...

Purpose of the role:The purpose of the Portfolio Manager role is to construct investment portfolios based on investment mandate and client requirements, implement suitable investment strategies, and thereafter monitor investment performance and review and/or rebalance portfolios based on changes in the client's investment objectives and/or changes in market conditions. Key Outputs:Client attracti...

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 expec...

Purpose of the role:The purpose of the Portfolio Manager role is to construct investment portfolios based on investment mandate and client requirements, implement suitable investment strategies, and thereafter monitor investment performance and review and/or rebalance portfolios based on changes in the client's investment objectives and/or changes in market conditions. Key Outputs:Client attracti...

Role Purpose:To manage investment portfolios for high net worth clients, working as a member of the investmentteam and contributing company and economic research and asset allocation insights. The Portfolio Manager isresponsible for investment performance and growing assets under management by attracting new clients andretaining existing clients.They are responsible for :Ensuring that all activit...

Purpose of the role:The purpose of the Portfolio Manager role is to construct investment portfolios based on investment mandate and client requirements, implement suitable investment strategies, and thereafter monitor investment performance and review and/or rebalance portfolios based on changes in the client's investment objectives and/or changes in market conditions. Key Outputs:Client attracti...

Portfolio Manager: Outsourced Business JG 7Portfolio Manager: Outsourced Business JG 7Portfolio Manager: Outsourced Business JG 7Commercial and PersonalLocation : CenturionThis career opportunity is available at Santam Centurion, Johannesburg for a Portfolio Manager: Outsourced Business, in the Outsourced Business Unit What will you do? Monthly reporting (Focus on deviations and negotiation and i...

Portfolio Manager: Outsourced Business JG 7Portfolio Manager: Outsourced Business JG 7Portfolio Manager: Outsourced Business JG 7 Commercial and Personal Location : Centurion This career opportunity is available at Santam Centurion, Johannesburg for a Portfolio Manager: Outsourced Business, in the Outsourced Business Unit What will you do? Monthly reporting (Focus on deviations and negotiation an...

They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role offers an exciting opportunity to gain valuable experience in the wealth management industry and contribute to the success of our clients' financial goals.Key R...

They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely with portfolio managers to support the management and administration of client portfolios. This role offers an exciting opportunity to gain valuable experience in the wealth management industry and contribute to the success of our clients' financial goals.Key R...