Client Portfolio Manager jobs in Centurion

IntroductionRole Purpose** Construct and manage investment portfolios based on the investment mandate and client requirements and within the Outcomes Based Investment philosophy and strategy. Requirements: - Relevant Degree - Certified Chartered Financial Analyst (CFA) or other appropriate professional qualification (preferred) - 3-6 years experience in portfolio management - Stakeholder...

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...

Closing Date2023/03/31Reference NumberMMH221101-2Job TitlePortfolio ManagerPosition TypePermanentRole FamilyOperationsClusterMomentum Insure Company LimitedRemote OpportunitySome of the timeLocation - CountrySouth AfricaLocation - ProvinceGautengLocation - Town / CityCenturionIntroduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme),...

Job Title: Portfolio Manager / IT Manager – Network & Infrastructure Location: Durban( Willing to relocate) Employment Type: Permanent Role Overview: We are seeking an experienced professional with a strong background in network and infrastructure who has progressed into a role where they can manage and oversee teams and projects in these areas. This role focuses on strategic oversight and...

Introduction- Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to...

Structure, Grade & Reporting Job grade/level S5 Business Unit Chief Finance Officer Position reports to Senior: Financial Business Partner Span of Control 0 Core Description Responsible for the commercial and financial management of clients. This entails the commercial and financial business advisory services to the Client Account Directors and the Vertical Finance Business Partners. The key...

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...

Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the...

Responsible for all administration requests in regard to client enquiries and providing assistance to clients and all consultants Key performance areas:Health servicing oServicing the sales consultant’s clients Wealth servicing oServicing the sales consultant’s clients Short term servicing oServicing the sales consultant’s clients KPI’s to be determined on a quarterly basis at the...

IZI South Africa a credible and leading provider of cash solutions for efficient and secure cash logistic services is recruiting Two (2) Client Orders Administrators to be the central point of contact for managing client orders and resolving all related queries. This role is crucial for ensuring the smooth and accurate fulfillment of our clients' cash orders. Key Responsibilities - Customer...

Job Advert Summary:Hello Group is seeking to appoint a dedicated Client Service Support Consultant** who will be a crucial member of the customer and client service team, responsible for managing both inbound and outbound calls. This role involves handling customer inquiries, verifying and requesting source of funds documents, and accurately capturing detailed information into the bank's...

Job Advert: Client Servicing Consultant (Administration) Location: Centurion Job Overview We are looking for a Client Servicing Consultant (Administration) to join our team. The ideal candidate will be responsible for assisting clients, supporting our consultants, and managing all administrative tasks across our Health, Wealth, and Short-Term insurance services. Key Responsibilities: •Submit...

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...

Duties & Responsibilities: Financial Management - Supervision of the Property Accounting Function - Review of monthly property income statements - Review debtors and recommend actions on arrears tenants - Review of matched recovery reports - Review cash flow report - Review of balance sheet controls - Inter-company loan accounts - All reconciliations are reviewed - Accruals - Capital WIP -...

What Youll Do - Manage, grow, and retain a profitable portfolio with key insurers - Build and maintain strong, trusted relationships with insurer partners and internal stakeholders - Monitor portfolio performance closely, analyse trends, and implement targeted action plans to optimise growth, profitability, loss ratios, and retention - Prepare, interpret, and manage financial and performance...

The main purpose of this position is to handle property management, asset management, client reporting, planning and budgeting, building management, credit control and tenant management, etc for the Company. REQUIREMENTS: - Matric - Tertiary qualification preferred - Minimum 5-8 years experience in property portfolio management - Management experience required DUTIES:Assumes responsibility for...

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...

Business unit, Department, Reporting Business Unit Cloud Platform Solutions Department Service Management - CFC Position reports to Manager Job grade S6Core DescriptionTo work closely with the sales team to support the sale of CFC services to clients with product pricing and schedules of work, as well as guiding the sales team through all the capabilities and complexity of our service solutions...