Client Portfolio Manager jobs in Bloubergstrand

Collinson is the global, privately-owned company dedicated to helping the world to travel with ease and confidence. The group offers a unique blend of industry and sector specialists who together provide market-leading airport experiences, loyalty and customer engagement, and insurance solutions for over 400 million consumers. Collinson is the operator of Priority Pass, the world's original and...

What We're Looking For:Are you a savvy manager with a passion for hospitality and property? Do you thrive in a fast-paced environment? If so, we have an exciting opportunity for you! We are looking for a strong and motivated leader to join our team as one of our Portfolio Managers, overseeing a portfolio of Property Hosts and Owners within a geographical region. Key Responsibilities: - Oversee...

Company Description Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Job Description:The CRM Administrator will be responsible for managing and measuring new business, client relationship and general office and distribution development, administration, marketing activities and query...

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...

Join TIH, home to some of South Africa's leading financial service providers, and grow your career while being part of an organisation with purpose. Job Purpose Plan, initiate, grow and manage portfolios and business partners into profitability through relationship building and risk management. Lead and guide the work of specialists and serve as the liaison with Senior Managers and Executives...

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...

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...

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...

Company Description Welcome to HIGHVERN. We are an award-winning provider of private wealth, fund and corporate administration services. Key Accountabilities: - Completion of core workflows in line with established procedures to underpin accuracy and consistency in the management of our client structures. - Adherence to key performance indicator standardsin the execution of all tasks and early...

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...

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/...

A leading real estate firm in Cape Town is seeking a Rental Portfolio Manager responsible for managing residential rental properties. The role involves client communication, financial oversight, and ensuring legal compliance with relevant regulations. Candidates should have at least 2 years of experience in property management, proficiency in property management tools, and strong administrative...

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...

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...

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...