Client Portfolio Manager jobs in George

A leading financial institution in George is seeking an Investment Portfolio Manager to oversee client investments aligning with agreed mandates. The role involves conducting thorough market analyses, enhancing service delivery processes, and establishing key stakeholder relationships to drive revenue growth. Ideal candidates will possess required certifications and relevant financial analysis...

A leading financial institution in George seeks an Investment Portfolio Manager to manage client investments and enhance revenue growth. The ideal applicant should have strong analytical and relationship-building skills, and proficiency in financial management practices. Responsibilities include developing budgets, conducting market analysis, and ensuring high-quality service delivery. This...

A financial services company based in George is looking for an Investment Portfolio Manager to manage client investments and contribute to growth strategies. You will be tasked with analyzing financial data, building client relationships, and ensuring service excellence. Ideal candidates should have relevant qualifications and experience in investment analysis and market trends. This is a...

A leading financial institution in South Africa seeks an Investment Portfolio Manager. In this role, you will manage client investments while providing valuable financial insights and analysis. You will engage with fellow professionals and clients, focusing on delivering exceptional service and identifying growth opportunities. Ideal candidates hold FAIS, RE certifications and possess a solid...

A leading financial services company in South Africa is seeking an Investment Portfolio Manager. You will manage client investments, focusing on service excellence and strategic growth. Your responsibilities will include conducting financial analyses, engaging stakeholders, and providing insights for business development. Ideal candidates will have necessary financial certifications and a strong...

A leading financial services institution in Western Cape is seeking an experienced financial advisor to provide tailored life assurance solutions and manage client portfolios. The ideal candidate should have expertise in client relationship management and the ability to conduct financial needs analyses. This position offers an opportunity to substantially grow a personal book of business within a...

A leading professional services firm in South Africa is looking for an experienced Company Secretarial Assistant Manager. The role requires 8–10 years of experience in managing company secretarial services for diverse clients. The ideal candidate should be confident in operating independently and handling a full company secretarial portfolio end-to-end. This position offers an opportunity to work...

Job Description To work under supervision to manage Investments on behalf of clients expectation linked to agreed mandate. Hello Future Investment Portfolio Manager 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 team in FNB Wealth and Investments, you...

Investment Portfolio Manager page is loaded## Investment Portfolio Managerlocations: Georgetime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: January 30, 2026 (6 days left to apply)job requisition id: R44643# Job DescriptionTo work under supervision to manage Investments on behalf of clients expectation linked to agreed mandate.Hello Future Investment Portfolio...

Description To work under supervision to manage Investments on behalf of clients expectation linked to agreed mandate. Hello Future Investment Portfolio Manager 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 team in FNB Wealth and Investments, you will...

A reputable recruitment agency is seeking an experienced Company Secretarial Assistant Manager in George, Western Cape. The candidate should possess 8–10 years of experience and be capable of managing an entire company secretarial portfolio independently. This role requires the ability to operate as a trusted specialist within the firm, adding immediate value to our diverse client base....

A leading financial institution seeks a dynamic Wealth Acquisition Banker in George to build and enhance relationships with high-net-worth clients. Responsibilities include delivering bespoke banking solutions, managing a complex client portfolio, and engaging in proactive client communication. The ideal candidate will have over 5 years of experience in Private Client banking, excellent...

A financial services provider in South Africa seeks a Wealth Manager to advise high-income clients on investments and financial planning. The ideal candidate will possess a relevant degree and a Certified Financial Planner qualification, with experience in managing client portfolios. Responsibilities include analyzing financial data, providing proactive financial insights, and ensuring compliance...

A leading financial institution in South Africa is seeking an experienced Investment Portfolio Manager to oversee client investments and growth strategies. You will analyze financial trends, provide insights, and build strong relationships with internal and external stakeholders. Candidates should have relevant certifications and a background in investment analysis. This role offers a challenging...

Investment Portfolio Manager page is loaded## Investment Portfolio Managerlocations: Georgetime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 30, 2026 (7 days left to apply)job requisition id: R44643# Job DescriptionTo work under supervision to manage Investments on behalf of clients expectation linked to agreed mandate.Hello Future Investment Portfolio...

A financial services firm located in George, South Africa, is seeking an Investment Portfolio Manager. The ideal candidate will manage investments for clients, providing insights and analysis while building relationships with Wealth Managers and Financial Advisors. Responsibilities include budget development, revenue growth opportunities, and maintaining superior customer service standards....

An established industry player seeks a dynamic individual to manage and grow high net worth client relationships. This role involves providing specialized banking and financial advice while ensuring compliance with regulations. You will engage with clients to deliver exceptional service, conduct credit reviews, and collaborate with various teams to enhance client experiences. If you are...

A leading financial institution in South Africa seeks a Private Wealth Advisor to provide exceptional client service and financial solutions. The ideal candidate will manage a diverse portfolio and leverage their knowledge in financial markets, investment strategies, and wealth management. They should possess a relevant degree along with 3 to 5 years of experience in the financial services...

A leading financial services firm is seeking a Private Wealth Advisor to provide exceptional banking solutions and financial advice to clients. The ideal candidate will have 3-5 years of experience in wealth management and a relevant finance degree. Responsibilities include managing a client portfolio, conducting reviews, and driving revenue growth while ensuring adherence to regulatory...

A leading financial institution is seeking a Private Wealth Advisor in George, Western Cape, to provide exceptional service and financial solutions to clients. The ideal candidate should possess a relevant degree, have 3 to 5 years of experience in financial advising, and demonstrate strong knowledge of investment and wealth management principles. Responsibilities include managing portfolios,...