Client Portfolio Manager jobs in Epping

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...

GENERAL JOB INFORMATION: We have an exciting opportunity for a highly qualified Portfolio Manager who has a passion for exceptional client service, who is technically strong in all aspects of employee benefits and who will have front office exposure to clients. QUALIFICATIONS AND EXPERIENCE: A minimum qualification of matric, further tertiary qualifications especially within the employee...

Your role The Marine Underwriter - Portfolio Manager is responsible for evaluating, analysing, and underwriting marine insurance risks, including cargo, hull, and liability policies. The role requires a strong understanding of marine operations, risk assessment, and policy wording to ensure profitable underwriting while delivering excellent client service. Key Tasks & Accountabilities - Risk...

Our client, a well-established and respected property company in Bellville, is looking for an energetic individual who wants to join their rapidly growing business. They have a mixed portfolio including, commercial, industrial, sectional title, health care and homeowners’ association. They are extremely passionate about property and in particular property management. Taking great pride in what...

Marite Property Administrators have a job opportunity for a Sectional Title Portfolio Manager (residential). The position is immediately available. The person we require should by able to easily adapt and manage in an environment which is fast paced, ever-changing and especially challenging. No qualification is required however previous experience is a plus. Duties include - but are not...

Who are we?Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology governance and risk orchestrator for technology...

PORTFOLIO MANAGER: SECTIONAL TITLE - R 52,000PM - MILNERTON, CAPE TOWN We're looking for a grounded, detail-driven Portfolio Manager who knows how to take ownership—and stick with it, someone who can take full ownership of a diverse property mix—primarily commercial schemes, with a few large mixed-use developments. The ideal candidate has solid sectional title experience and a clear...

REQUIREMENTS - Grade 12 - Own reliable vehicle essential - 2 4 years experience in a similar sales role - Fluent in English and Afrikaans - Proactive, self-motivated, and comfortable working independently - Previous people-management or supervisory experience - An outgoing confident personality with excellent verbal and written communication skills - Strong sales experience with proven results...

Apply by : It pays to have friends - Refer a friend and you could earn R25 000 - This vacancy forms part of an approved Incentivised Referral Campaign as prescribed by the Talent Acquisition policy - Please contact the relevant Talent Acquisition Specialist, should you have any difficulties with uploading your referral on Success Factors. We're on the lookout for energetic, self-motivated...

We are looking for a young & dynamic person that can keep up to speed in a fast paced, energetic and inspiring working environment. This is an exciting opportunity to grow in the dynamic field of Real Estate - a sector that is proving to have no limitations. Job position summary:Utilising telephonic marketing strategies to generate new business as well as carrying out CRM initiatives;Key skills...

PROPERTY PORTFOLIO ASSISTANT / ADMINISTRATOR A leading property developer, with its Head Office in Century City has an opportunity for a Portfolio Assistant to assist their Property Portfolio Manager Key responsibilities include: - Assisting in handling and resolving all incoming tenant queries. - Compiling and distribution of tenant communication. - Maintenance liaison with suppliers and...

Responsibilities: - Work Order & Scheduling: Receive maintenance requests, generate work orders (Job Cards), coordinate daily and preventive maintenance schedules for internal teams and external trades. - Contractor Coordination: Liaise with approved contractors to obtain quotes, assign tasks, and verify that jobs are completed to standard via photo or physical verification. - Administration:...

Responsibilities: Work Order & Scheduling: Receive maintenance requests, generate work orders (Job Cards), coordinate daily and preventive maintenance schedules for internal teams and external trades. Contractor Coordination: Liaise with approved contractors to obtain quotes, assign tasks, and verify that jobs are completed to standard via photo or physical verification. Administration: Process/...

We are looking for a young & dynamic person that can keep up to speed in a fast paced, energetic and inspiring working environment. This is an exciting opportunity to grow in the dynamic field of Real Estate - a sector that is proving to have no limitations. Job position summary:Utilising telephonic marketing strategies to generate new business as well as carrying out CRM initiatives;Key skills...

Responsibilities: - Work Order & Scheduling:Â Receive maintenance requests, generate work orders (Job Cards), coordinate daily and preventive maintenance schedules for internal teams and external trades. - Contractor Coordination:Â Liaise with approved contractors to obtain quotes, assign tasks, and verify that jobs are completed to standard via photo or physical verification. - Administration:Â...

Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides...

Your role The Marine Underwriter - Portfolio Manager is responsible for evaluating, analysing, and underwriting marine insurance risks, including cargo, hull, and liability policies. The role requires a strong understanding of marine operations, risk assessment, and policy wording to ensure profitable underwriting while delivering excellent client service. Key Tasks & Accountabilities - Risk...

Who are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability...