Client Portfolio Manager jobs in Bellville

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...

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...

Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries...

Introduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African...

Post Number ITS: SE14) Faculty/Department University of the Western Cape -> Deputy Vice-Chancellor: Research & Innovation -> Library Services Type of Position Permanent - Full Time Length of Contract Period Location Main Campus - Bellville, WC ZA (Primary) Closing Date 9/1/2026 Role Clarification & Key Performance Areas The University of the Western Cape Library Services' vision is to...

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...

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...

A leading financial institution in Cape Town is seeking a seasoned professional in Wealth Management to drive new client acquisition and enhance revenue growth. The ideal candidate should possess a First Degree in Finance or Accounting, be a JSE registered Stockbroker, and have over 10 years of experience in the sector. This role involves developing strategies for client growth and managing...

Job Description 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. Now's the time to imagine your potential in a team where experts come together and ignite effective change. Goal: Improvement on the lives of customers through simple, effective solutions that meet their...

About Unifi Unifi is redefining credit in Africa with simple, fast personal loans delivered through online, mobile, and branch channels. We make life easy for thousands of clients across Zambia, Kenya, Uganda, and South Africa. Unifi has conviction in the African continent and its people, and our products enable our clients to achieve even more. As one of the fastest-growing lenders in East...

Job Overview - Application Deadline: 9 February 2026 - Job Location: Bellville, Western Cape - Job Title: Client Liaison Administrator - Education Level: Certificate - Job Level: Intermediate - Minimum Experience: 3 - 5 Years Client Liaison Administrator required in Bellville. Are you confident communicating verbally with clients in both English and Afrikaans, and able to draft professional,...

Being a FINANCIAL ADVISOR is not a job but a long-term noble profession. It is about providing your clients with financial security and building a long-term relationship with them. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals. Minimum Requirements: - Minimum of 2 years in a Financial Advisory Role - Computer Literate - RE 5...

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...

Overview Business Segment: Insurance & Asset Management Location: ZA, WC, Cape Town, Dreyer Street Responsibilities The incumbent is responsible for developing new client acquisition and organic client revenue growth strategies and targets at the beginning of the financial year. Qualifications - Type of Qualification: First Degree - Field of Study: Finance - Type of Qualification: First...

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...

Job Overview:Expiration date: 14 June 2025Location: Bellville, Western CapeJob Title: Junior Client Contact ConverterEducation Level: High School / MatricJob Level: JuniorMinimum Experience: 1 - 3 Years Junior Client Contact Converter - Bellville, Cape Town.:Are you goal-oriented and passionate about turning warm leads into sales? Our client, close to Tyger Valley, who specialises in brand...

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...

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...