Client Portfolio Manager jobs

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a driven Client Portfolio Analyst. This role supports Portfolio Managers in managing client investment portfoli...

Looking to take the next step in your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office. The successfulcandidate'srole 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 po...

Looking to take the next step in your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office. The successful candidate's role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the clients specific situation, the agreed mandate and the investment teams views and preferred vehicles into account. The po...

Looking to take the next step in your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office.The successfulcandidate'srole 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 por...

POSITION PURPOSE Responsible 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...

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 ...

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 ...

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 ...

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...

Job descriptionPORTFOLIO MANAGER JOB DESCRIPTIONPURPOSE OF THE ROLE:The Portfolio Manager (PM) for Solver Property Services (SPS) will be responsible for the effective and professional management of all Community Schemes (CLIENT) within his/her portfolio.The main objectives will include:Maintain and uphold the administrative, financial, and secretarial requirements of the CLIENT per the managemen...

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...

Looking to take the next step in your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office. The successful candidate's role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the clients specific situation, the agreed mandate and the investment teams views and preferred vehicles into account. The po...

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...

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 ...

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 ...

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...

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...

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 ...

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...

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 ...

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a driven Client Portfolio Analyst. This role supports Portfolio Managers in managing client investment portfoli...