Accountant (Client Portfolio Management) Take ownership of a full client portfolio in a dynamic accounting firm Cape Town | R35,000 R45,000 CTC About Our Client This Cape Town-based accounting practice offers a full suite of financial, tax, and advisory services to a loyal client base. Known for its technical depth and hands-on support, the firm provides a professional environment where...
Job Description This is a great opportunity for an SSRS Developer to build and deliver reporting solutions across Trade, Portfolio, and Client Data for a Global Independent Investment Management Firm This SSRS Developer position is 100% remote offering between R960K – R1M THE COMPANY A Global Independent INVESTMENT MANAGEMENT Company headquartered in London, with offices in South Africa. They...
Purpose of Position: Support the highly efficient and focused small team of financial advisors in the practice to service clients and support the business with regards to internal reporting and driving other internal policies & procedures. - Elite Wealth CRM and Tools - Astute - Finametrica - Adobe Acrobat Pro Roles and Responsibilities: The Client Portfolio Administrator will perform all...
Introduction A leading company in the Financial sector is looking for an Executive Client Portfolio Administrator to join their company based in Pretoria East. Duties & Responsibilities - Support to Financial Planners in an office environment through general and client portfolio administration with executive duties to include, but not limited to: - Understand, execute and manage intermediary...
Job Description To strategically and operationally manage and grow a portfolio of high revenue generating business clients. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our team in FNB Commercial Sales and Service (Worcester) , you will be surrounded by...
Job Description To support the Client Portfolio Executive in effectively managing and administering a client portfolio by overseeing the approval process and ensuring ongoing quality and risk management of clients' credit facilities. This job ensures compliance with internal policies and regulatory standards while enabling sustainable client relationships. Hello Future Client Portfolio...
Description To provide strategic oversight and operational management of a portfolio of high-value business clients to drive sustainable growth, deepen relationships, and maximise revenue opportunities through tailored solutions and proactive engagement. Leverage market insights and collaborate cross-functionally to ensure alignment with business objectives and deliver exceptional client...
Role PurposeManagement and servicing of direct personal lines insurance 55 plus client portfolios whilst ensuring a balance between the company's business priorities including growth and client retention whilst adhering to the insurance needs of clients, in conjunction with Financial Services Regulations. Locationx1 Nelspruit and x1 Durban Responsibilities and work outputs- Servicing of...
Are you a results-driven sales professional with a passion for manufacturing and industrial solutions? Do you thrive on building long-term client relationships and driving growth in competitive markets? An established, and trusted brand in the industrial adhesive solutions sector is looking for a Sales Executive to focus on expanding and nurturing the OEM (Original Equipment Manufacturer) client...
Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced Senior Portfolio Manager to join their team. This is an excellent opportunity for an individual with strong leadership, mentoring, and team collaboration abilities to grow their career within a reputable organisation. Education and experience: - Postgraduate degree in Finance,...
Our client looking for a dynamic, high performing, problem solver, with great attention to detail, experience in the credit and risk industry and with a specific focus on member/ client satisfaction, to join their Team. The person would be individually accountable but should be able to function well within and contribute towards a collaborative team environment, where a common vision is shared....
MINIMUM REQUIREMENTS - Agric/ BSc Agri / BCom degree - Preferably grown up on a farm or have worked on a farm. - Minimum 2+ years experience in an agriculture finance sales position with a recognized agriculture finance provider - Strong network of commercial farmer relationships and agriculture suppliers - Ability to understand farming operations and analyse farming cashflows for reasonability...
Overview: Our client in the financial services industry is looking to employ a a Collections & Recovery Portfolio Manager to maximise after cost collections on its portfolio through proactive, strategic, and operational oversight across the full credit lifecycle. Minimum Requirements: - Grade 12 / Matric - Bachelor’s degree in Finance, Economics, Business Administration, Statistics, or a...
We are seeking a proactive and highly organised individual to fulfill a combined role of Property Portfolio Manager, Personal Assistant, and Sales Coordinator. This position requires a versatile Girl Friday who can manage a diverse range of responsibilities across property management, administrative support, and sales coordination. The ideal candidate must be reliable, detail?oriented, and able...
MINIMUM REQUIREMENTS - Agric/ BSc Agri / BCom degree - Preferably grown up on a farm or have worked on a farm. - Minimum 2+ years experience in an agriculture finance sales position with a recognized agriculture finance provider - Strong network of commercial farmer relationships and agriculture suppliers - Ability to understand farming operations and analyse farming cashflows for reasonability...
Description To provide strategic oversight and operational management of a portfolio of high-value business clients to drive sustainable growth, deepen relationships, and maximise revenue opportunities through tailored solutions and proactive engagement. Leverage market insights and collaborate cross-functionally to ensure alignment with business objectives and deliver exceptional client...
Job Description Dear Future TTS Client Intelligence Portfolio Analyst, RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact. United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it's the magic of our people and culture that sets us apart. Now, is the time to imagine...
Job Description To support the Client Portfolio Executive in effectively managing and administering a client portfolio by overseeing the approval process and ensuring ongoing quality and risk management of clients' credit facilities. This job ensures compliance with internal policies and regulatory standards while enabling sustainable client relationships. Hello Future Client Portfolio...
Description To strategically and operationally manage and grow a portfolio of high revenue generating business clients. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our team in FNB Commercial Sales and Service (Worcester), you will be surrounded by unique...
Description To support the Client Portfolio Executive in effectively managing and administering a client portfolio by overseeing the approval process and ensuring ongoing quality and risk management of clients’ credit facilities. This job ensures compliance with internal policies and regulatory standards while enabling sustainable client relationships. Hello Future Client Portfolio...