client portfolio manager jobs

DescriptionOVERALL PURPOSEThe 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 markets and products. The candidate will be expected to build and maintain strong relationships with both existing and potential clients, globally ...

These jobs were popular with other job seekersYou're investment savvy and building client relationships is what you thrive in.Is this you?Not only do you have extensive technical investments experience, you are also brilliant at building and maintaining client relationships and this combination of skills and expertise allows you to grow and protect your clients' wealth, just what a family of weal...

DescriptionWORKING RELATIONSHIPSThis role forms 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 Stonehage Fleming Relationship Managers, external investment managers and linked investment service providers.OVERALL PURPOSEThe primary purpose of the role...

Portfolio Manager Permanent - Bloubergstrand, Cape Town - R 24k p/monthWorking hours: Monday Friday 08h30 17h00 / One weekend shift on a rotation basis will be requiredWhat you will do: Manage a portfolio of Properties in a specific area. Develop and grow a relationship on behalf of the Client with the owners of the actual properties. Ensure Property Host maintain key performance standards at all...

You've got that hard earned CFA level 1 and now you just need to apply it! Is this you? Your investment foundation has equipped you to know what it takes to support a Portfolio Manager in managing their clients' investments by you being the go between between the investment team and the Portfolio Manager. You'll be applying your technical investment administration abilities while dealing with sta...

Reference: KZN000392-KK-1 PORTFOLIO ADMINISTRATOR- WEALTH MANAGMENT Utilise your certification and experience in the wealth management environment to join this busy and dedicated team. Must have at least 4 years experience in a similar role and certification. T HIS VACACNY REQUIRES EXPERIENCE AND QUALIFCATION IN WEALTH/FINANCIAL MANAGMENT ENVIRONMENT Updating client portfolios Assist with plannin...

Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full range of stockbroking solutions including; traditional trade ...

Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full range of stockbroking solutions including; traditional trade ...

These jobs were popular with other job seekers Working hours: Monday Friday 08h30 17h00 / One weekend shift on a rotation basis will be required Duties & Responsibilities Manage a portfolio of Properties in a specific area. Develop and grow a relationship on behalf of the Client with the owners of the actual properties. Ensure Property Host maintain key performance standards at all time. Onsite m...

Hire Resolve's client is seeking a Property Portfolio Manager to join their team in Cape Town. The successful candidate will be responsible for overseeing and managing a diverse portfolio of properties within the local real estate market. They will work closely with property owners, investors, tenants, and service providers to ensure the efficient operation, maintenance, and financial performance...

Hire Resolve's client is seeking a Property Portfolio Manager to join their team in Cape Town. The successful candidate will be responsible for overseeing and managing a diverse portfolio of properties within the local real estate market. They will work closely with property owners, investors, tenants, and service providers to ensure the efficient operation, maintenance, and financial performance...

These jobs were popular with other job seekers Working hours: Monday Friday 08h30 17h00 / One weekend shift on a rotation basis will be required Duties & Responsibilities Manage a portfolio of Properties in a specific area. Develop and grow a relationship on behalf of the Client with the owners of the actual properties. Ensure Property Host maintain key performance standards at all time. Onsite m...

Requisition Details & Talent Acquisition ContactREQ 133087- Tshego SemenyaLocation: JohannesburgClosing date: 11 April 2024Career StreamAuditingClusterGroup RiskLeadership PipelineManage Self ProfessionalPositionAudit Portfolio Manager: RBBJob PurposeTo conduct portfolio audits and manage stakeholder relationships to ensure risk is mitigated in accordance to Nedbank Group standards.Job Responsibi...

Client Onboarding Middle Office ManagerAs Client Onboarding Middle Office Manager in KYC Middle Office Branches Team, you will act as a single point of contact and subject matter expert (SME) for onboarding new customers, incremental business requests and renewals of our existing customer KYC records. You will be aligned to a designated Front Office team and facilitate across all teams on KYC exe...

Requisition Details & Talent Acquisition Contact REQ 133087- Tshego Semenya Location: Johannesburg Closing date: 11 April 2024 Career Stream Auditing Cluster Group Risk Leadership Pipeline Manage Self Professional Position Audit Portfolio Manager: RBB Job Purpose To conduct portfolio audits and manage stakeholder relationships to ensure risk is mitigated in accordance to Nedbank Group standards. ...

Requisition Details & Talent Acquisition Contact REQ 133209- Tshego Semenya Location: Johannesburg Closing date: 26 April 2024 Cluster Group Risk Career Stream Auditing Leadership Pipeline Manage Self Professional Position Audit Portfolio Manager: Cyber Job Purpose The objective and scope of work of GIA is to determine whether the Group s systems of internal controls, risk management and governan...

Requisition Details & Talent Acquisition Contact REQ 133209- Tshego Semenya Location: Johannesburg Closing date: 26 April 2024 Cluster Group Risk Career Stream Auditing Leadership Pipeline Manage Self Professional Position Audit Portfolio Manager: Cyber Job Purpose The objective and scope of work of GIA is to determine whether the Group's systems of internal controls, risk management and governan...

Hire Resolve's client is seeking a Property Portfolio Manager to join their team in Cape Town. The successful candidate will be responsible for overseeing and managing a diverse portfolio of properties within the local real estate market. They will work closely with property owners, investors, tenants, and service providers to ensure the efficient operation, maintenance, and financial performance...

The primary purpose of the role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client's specific situation, the agreed mandate and the investment team's views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team. Responsibilities Portfolio Management Ensure proper take-on o...

Updating client portfoliosAssist with planning and recommendation to clients on their portfilioPortfolio constructionLiaise with clientsUpdate client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.Ensuring accurate and updated client information is kept at all times.

Updating client portfolios Assist with planning and recommendation to clients on their portfilioPortfolio constructionLiaise with clients Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.Ensuring accurate and updated client information is kept at all times.

Updating client portfolios Assist with planning and recommendation to clients on their portfilio Portfolio construction Liaise with clients Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS. Ensuring accurate and updated client information is kept at all times.

Reference: KZN000392-KK-1 PORTFOLIO ADMINISTRATOR- WEALTH MANAGMENT Utilise your certification and experience in the wealth management environment to join this busy and dedicated team. Must have at least 4 years experience in a similar role and certification. T HIS VACACNY REQUIRES EXPERIENCE AND QUALIFCATION IN WEALTH/FINANCIAL MANAGMENT ENVIRONMENT Updating client portfolios Assist with plannin...

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...