Client Portfolio Manager jobs in Cape Town

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...

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...

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...

JOB OBJECTIVES - Develop and ensure effective execution of the category operating plan (financial and product execution) for a portfolio of categories to achieve business objectives - Review top-down and bottom-up financial plans with the Planning Portfolio Manager, ensuring weekly reporting against targets - Manage a team of Category Buyers and Managers, set ambitious goals, and develop...

Surge is on the lookout for a Sectional Title Portfolio Manager to join a leading property management company based in Cape Town. Requirements: Minimum Matric qualification At least 3 years' experience in Sectional Title / HOA Property Management Candidates based in Cape Town will be prioritised A business or financial qualification and a Paddocks Certificate will be advantageous Permanent...

Overview Hire Resolve’s client is seeking a Property Portfolio Manager to join their team. The successful candidate will be responsible for overseeing and managing a diverse portfolio of properties within the local real estate market. They will work closely with property owners, investors, tenants, and service providers to ensure the efficient operation, maintenance, and financial performance of...

The Industrial Property Portfolio Manager holds a crucial position within Inospace's Property Managementdepartment, reporting directly to the Regional Portfolio Manager. This role oversees the day-to-day operations of Inospace's office, industrial, and business park, ensuring operational excellence, fostering client satisfaction, and maximizing property performance under the strategic guidance of...

SENIOR PROPERTY | PORTFOLIO MANAGER (COMMERCIAL | INDUSTRIAL) - CBD, Cape Town R60 000 to R65 000 per month negotiable. Directorship and share options will also be considered! With your natural entrepreneurial flair and appetite expand the arm of this property management business, set yourself up to potentially be the next Director of this National Property Services firm. One would describe...

This position is for a Fixed Income Senior Analyst / Portfolio Manager with a respected Fund Manager, based in Claremont, Cape Town. KEY RESPONSIBILITIES: - Manage a portion of the unit trust portfolios’ SA income and bond component - Responsible for the day-to-day allocation to fixed income instruments - Manage all cash flows associated with the unit trusts - Manage duration - Research -...

This position is for a Quant / Multi-Manager Analyst / Portfolio Manager with a growing Asset Manager, based in Newlands, Cape Town. KEY RESPONSIBILITIES: - Take over the day-to-day management of the range of SA focused unit trusts - Responsible for asset allocation (part of the asset allocation team) and manager research (managing overall process) - Client communication - Quantitative analysis...

Portfolio Manager Market-related Salary Cape Town Job Purpose The Portfolio Manager takes responsibility for assisting the CIO in the structuring and management of segregated share portfolio models and other funds to maximise risk adjusted returns and grow assets under management for the company. The Portfolio Manager will also take control of managing the PCAM team and will have 2 direct...

.:When it comes to igniting a team of trailblazers, we're number 1. The number 1 Top Employer in South Africa.Certified by the Top Employer Institute 2024. Role Purpose/Business Unit:This role will contribute to the growth of the portfolio, with a particular focus on business development, partnerships and go to market strategies. Success is measured by the ability to create sustained revenue...

Morningstar Investment Management is a diverse global team with a shared mission to empower investor success by delivering outstanding investment results. By helping investors meet their goals, we believe we can build up individuals, families, and communities.  Our investment approach is guided by timeless investment principles, supported by deep research, and informed by behavioral science. We...

About our client: Our client is a global investment advisory firm focusing on long-term value creation through investment strategies. They work with a diverse group of institutional partners and pride themselves on their collaborative, sustainable, inclusive culture and performance. What you will be doing: - Contributing to portfolio planning, prioritisation, resource allocation, financial...

The role involves managing investment product developments across the organisation, encompassing globally domiciled, locally domiciled, retail, and institutional investment products. This includes conducting market research, designing and reviewing products. Additionally, you will be providing investment consulting services to organisations large institutional and retail clients, offering...

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...

About our client: Our client is a global investment advisory firm focusing on long-term value creation through investment strategies. They work with a diverse group of institutional partners and pride themselves on their collaborative, sustainable, inclusive culture and performance. What you will be doing: - Support monthly financial and valuation submissions using Chronograph and 73 Strings,...

The Rental Portfolio Manager is responsible for overseeing the end-to-end management of a portfolio of residential rental properties, ensuring client satisfaction, legal compliance, financial accuracy, and strong tenant relationships. The role balances strategic insight with hands‐on operational execution, using WeConnectU and Redrabbit as key platforms. Key Responsibilities Portfolio & Lease...