Client Portfolio Manager jobs

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...

Duties and responsibilities: - 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...

Introduction A leading company in the Financial sector is looking for an Executive Client Portfolio Administrator to join their company based in Pretoria East. Duties & Responsibilities - Support to Financial Planners in an office environment through general and client portfolio administration with executive duties to include, but not limited to: - Understand, execute and manage intermediary...

Job Description To strategically and operationally manage and grow a portfolio of high revenue generating business clients. Hello Future Client Portfolio Executive, 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. As part of our talent team, you will be surrounded by...

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced Senior Portfolio Manager to join their team. This is an excellent opportunity for an individual with strong leadership, mentoring, and team collaboration abilities to grow their career within a reputable organisation. Education and experience: - Postgraduate degree in Finance,...

Our client looking for a dynamic, high performing, problem solver, with great attention to detail, experience in the credit and risk industry and with a specific focus on member/ client satisfaction, to join their Team. The person would be individually accountable but should be able to function well within and contribute towards a collaborative team environment, where a common vision is shared....

You will work closely with investment, legal, operations, finance, and valuation teams to deliver transactions and strengthen the organisations position as a principal investor and servicer of non-performing credit portfolios. Key Responsibilities: - Structure, negotiate, and execute distressed credit transactions end-to-end - Identify and evaluate investment opportunities through market and...

Job Title: Portfolio Manager Summary: We are seeking a highly skilled and experienced Portfolio Manager to oversee the management of our organization's investment portfolios. The ideal candidate will have a strong background in finance, strategic planning, and risk management. They will be responsible for making investment decisions, conducting research, and monitoring market trends to ensure...

Duties & Responsibilities: Financial Management - Supervision of the Property Accounting Function - Review of monthly property income statements - Review debtors and recommend actions on arrears tenants - Review of matched recovery reports - Review cash flow report - Review of balance sheet controls - Inter-company loan accounts - All reconciliations are reviewed - Accruals - Capital WIP -...

Minimum requirements for the role: - Must have a B. Sc. Agric degree, and or Business degree with AVCASA registration - Minimum 5+ years experience in an Agricultural Chemical environment with specific focus on Herbicides, Seed applied Technology and Adjuvants - Broad knowledge of Agrochemical and Agricultural input business with good industry credibility and value chain expertise - Proven...

Overview: Our client in the financial services industry is looking to employ a a Collections & Recovery Portfolio Manager to maximise after cost collections on its portfolio through proactive, strategic, and operational oversight across the full credit lifecycle. Minimum Requirements: - Grade 12 / Matric - Bachelor’s degree in Finance, Economics, Business Administration, Statistics, or a...

Overview Job Specification: Global Portfolio Manager Position: Global Portfolio Manager Company Overview: Our Client’s Company is a leading global investment management firm focusing on maximizing returns for its clients by actively managing a diverse portfolio of investments across different asset classes and geographies. As a Global Portfolio Manager, you will play a crucial role in managing...

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...

What Youll Do - Manage, grow, and retain a profitable portfolio with key insurers - Build and maintain strong, trusted relationships with insurer partners and internal stakeholders - Monitor portfolio performance closely, analyse trends, and implement targeted action plans to optimise growth, profitability, loss ratios, and retention - Prepare, interpret, and manage financial and performance...

Role Purpose The Retail Portfolio Manager provides input into the development and execution of the Asset Management strategy. The role proactively manages risk to drive overall efficiencies, business compliance and continuous process optimisation to maximise net income. It ensures consistency in delivery of required business outputs, highlights operational inefficiencies, guides continuous...

Our client a leading financial services and accounting firm, prides ourselves on our unwavering dedication to providing comprehensive, tailored solutions that cater to your unique needs. They understand that every financial situation is distinctive, and we approach each client with the same level of care, attention, and expertise. Based in Humansdorp in the Eastern Cape, is currently looking for...

Job Title: Commercial & Retail Portfolio Manager Key performance areas: Job output: 1. Unit Sales and Marketing To promote properties to optimise occupancy by collecting market data, implementing marketing activities, supporting promotion of the property, tracking impact of marketing initiatives and providing feedback weekly and as required To manage retail and commercial letting by...

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...

Overview Hire Resolve’s Client, a reputable Investment Management company, is currently seeking a talented Fixed Income Analyst & Assistant Portfolio Manager to join their team. In this role, you will be responsible for conducting research and analysis on fixed income securities, assisting in the management of investment portfolios, and providing support to senior portfolio managers. You will...