Client Portfolio Manager jobs in Gauteng

A property management firm in Johannesburg is seeking a Property Manager to oversee a client property portfolio. The role involves managing client communications, ensuring legal compliance for meetings, and maintaining financial records. The ideal candidate has a diploma in Property Management, strong networking skills, and 1–3 years in estate management. This position offers an opportunity to...

Overview - Facilitate, coordinate and provide direction for the Group CRM/Billing and Payments vision, strategy and value proposition, including identifying and designing new monetisation capabilities to support business and tech for tech growth through technology initiatives. Own and drive the portfolio roadmap, including CRM/Billing and payment activities across all business areas and drive...

Is this you? You’re investment savvy and building client relationships is what you thrive in. Not only do you have extensive technical investments experience, but you are also brilliant at building and maintaining client relationships. This combination of skills and expertise allows you to grow and protect your clients’ wealth, just what a family of wealth needs. What you’ll be doing (and why...

A leading accounting firm is seeking a detail-oriented Odoo Bookkeeper to maintain accurate financial records and ensure compliance with accounting standards. The successful candidate will support accountants and auditors with timely financial data across multiple client portfolios. Key responsibilities include managing bookkeeping records, processing bank transactions, capturing accounts payable...

Job DescriptionDear Future TTS Client Intelligence Portfolio Analyst, RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact. United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it’s the magic of our people and culture that sets us apart. Now, is the time to imagine your...

Are you a results-driven sales professional with a passion for manufacturing and industrial solutions? Do you thrive on building long-term client relationships and driving growth in competitive markets? An established, and trusted brand in the industrial adhesive solutions sector is looking for a Sales Executive to focus on expanding and nurturing the OEM (Original Equipment Manufacturer) client...

A leading financial services company is seeking a Client Intelligence Portfolio Analyst to manage business intelligence data and analytics. This role involves developing reports, engaging with stakeholders, and conducting thorough financial analysis to inform decisions. Ideal candidates will possess a Bachelor's degree in Commerce with specializations in Economics, Information Systems, or...

A leading financial services firm in Johannesburg seeks a Client Intelligence Portfolio Analyst with 5 to 9 years experience in analytics. The role involves managing Business Intelligence reports, conducting financial analyses, and collaborating with stakeholders to enhance decision-making. Ideal candidates will have a Bachelor of Commerce degree and a strong background in Economics, Information...

A leading financial services institution is seeking a Client Intelligence Portfolio Analyst in Johannesburg. This role focuses on business intelligence data management, where you'll design and maintain reporting tools to provide strategic insights. Candidates should have a BCom, ideally with honors, and 5-9 years of analytics experience. Strong problem-solving skills and stakeholder engagement...

A leading financial services provider in Johannesburg is looking for a Client Intelligence Portfolio Analyst. This role involves managing business intelligence, conducting in-depth financial analysis, and engaging with stakeholders to provide actionable insights. The ideal candidate holds a Bachelor of Commerce with a focus in Economics, Information Systems, or Finance, and has 5 to 9 years of...

A financial services firm is searching for an experienced Financial Advisor to join their dynamic team in Johannesburg. This role involves providing expert financial advice, managing client portfolios, and developing tailored financial plans. Ideal candidates should have at least 2 years of experience in financial planning and a relevant degree. The position offers a commission-based earning...

A well-established accounting and advisory practice in Rosebank, Gauteng is seeking an experienced Accountant to join their team. The successful candidate will manage a diverse client portfolio, handle full-function bookkeeping, and ensure tax compliance. Key qualifications include 10+ years in accounting and proficiency in Xero or Sage. This role offers a dynamic environment with direct client...

Join a dynamic team as a Junior Client Portfolio Analyst, where you'll play a pivotal role in managing client investment portfolios. This exciting position involves supporting Portfolio Managers in Cape Town, conducting client assessments, and ensuring trades are executed accurately. You'll engage with clients, prepare insightful reports, and contribute to compliance and risk management. This...

Be part of our client’s office family as a Junior Client Portfolio Analyst. The successful candidate will form part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general client relationship managers, external investment managers, and linked investment service...

A leading private banking institution based in Johannesburg is seeking a Banking Advisor Wealth to manage a portfolio of Private Wealth Clients. The ideal candidate will have 2-3 years of experience in a financial environment and a relevant qualification. Responsibilities include delivering exceptional advice, achieving financial targets, and growing the customer base. Join a dynamic team...

A leading recruitment firm is seeking a Specialist: Operations Analyst to manage portfolio transitions and client queries in Johannesburg. The role requires 2-5 years of experience in investment management, particularly in asset management or fund operations. Candidates must have strong communication skills, a detail-oriented mindset, and proficiency in advanced MS Excel. You will liaise with...

A leading financial services provider in Johannesburg is looking for a TTS Client Intelligence Portfolio Analyst. This role emphasizes business intelligence and data management, requiring a strong background in analytics and communication. Ideal candidates will hold a Bachelor of Commerce degree with relevant specializations and possess 5 to 9 years of experience in analytics. The organization...

A prominent financial institution in Johannesburg is seeking a Banking Advisor Wealth to manage a portfolio of Private Wealth Clients. This role involves providing high-quality financial advice, building client relationships, and identifying opportunities to grow the client base. Candidates must possess a relevant FSCA Approved qualification and have 2-3 years of experience in a financial...

A leading financial services provider is seeking a Banking Advisor Wealth in Johannesburg. This role involves managing a portfolio of Private Wealth Clients and delivering high-quality financial advice. Applicants should have a relevant NQF7 qualification in Finance or Economics and 2-3 years of experience in a sales environment. This position offers an opportunity to contribute to client...

A major financial institution in Johannesburg is looking for a Banking Advisor Wealth to manage a portfolio of Private Wealth Clients. The role involves delivering exceptional financial advice, managing client relationships, and growing a customer base. Ideal candidates should have relevant qualifications in Finance or Economics and at least two years of experience in a sales/service environment....