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Client Portfolio Manager jobs in Brackenfell
Stay safe online. Now more than ever it’s important to be cybersafe. See Santam’s tips to help you stay safe online. Learn more. The Portfolio Manager works under the supervision of the Head of Project Delivery Centre and oversees Portfolios of Business Demand (across the Group) as well as governance and delivery management using the PDC (Project Delivery Centre) methodology framework aligned to...
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...
A dynamic accounting firm is seeking a detail-oriented Bookkeeper to manage financial processing for multiple clients. This hybrid role offers flexibility, with three days in the office and two days remote, aimed at supporting working parents. The ideal candidate will have a minimum of 8 years of bookkeeping experience and strong proficiency in Xero. Responsibilities include performing monthly...
A leading South African bank in Stellenbosch is seeking a professional to manage and grow relationships with Private Wealth clients. The successful candidate will achieve financial targets while improving the customer experience within regulatory frameworks. Qualifications include a degree in Business, Commerce, or Management. If you are passionate about client satisfaction and have experience in...
Location: Bellville (Cape Town) / Centurion (Hybrid) Experience: 5–8 years Type: Full-time Role Overview The Client Value Manager (CVM) is the operational and technical link between INOVO and its clients. You will be responsible for ensuring that client needs are accurately captured, translated into actionable solutions, and delivered with excellence. This is a hands-on, detail-oriented role...
A leading financial services company in Durbanville seeks an Associate Wealth Manager to partner with wealth managers, addressing clients' risk needs and cultivating relationships. Ideal candidates have a Business Degree, relevant experience in risk insurance sales, and strong client management skills. This full-time role offers a variable earning potential based on commissions and requires skill...
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...
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...
A leading educational institution in Somerset West is seeking a Community Scheme Coordinator to manage day-to-day administration and governance compliance for sectional title schemes. The ideal candidate must have a Matric and a valid driver’s license. Responsibilities include maintaining records, supporting compliance, and preparing reports. Opportunities for career advancement into a Portfolio...
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...
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...
As a Western Cape based Company, our focus is primarily on the Western Cape region, stretching from the CBD to the Overberg. We regard ourselves as the market leader in the community schemes management field due to our competitive edge and cutting edge custom built property software, the ability to be innovative and to keep up-to-date with market needs and trends. We have an exciting...
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...
Location: Bellville, Western Cape, ZA 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...
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? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary...
Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary...