Client Portfolio Manager jobs in Modderfontein, Gauteng

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 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...

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...

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...

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 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 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 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 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...

Looking to take the next step in your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office. The successful candidate’s role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client’s specific situation, the agreed mandate, and the investment team’s views and preferred vehicles into account....

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...

A leading South African financial services provider seeks a TTS Client Intelligence Portfolio Analyst in Johannesburg. The successful candidate will be responsible for designing and developing business intelligence systems and analytics to enhance operational efficiency. Requirements include a Bachelor's degree in Commerce with specializations in relevant fields and 5 to 9 years of experience in...

A leading media agency is seeking a Client Lead to oversee key client relationships and drive growth. You will manage operational excellence across campaigns and ensure high-quality client deliverables, while mentoring a high-performing team. The ideal candidate has a proven track record in client relationship management and strong leadership skills, complemented by budget management expertise....

A reputable investment firm in Johannesburg seeks a detail-oriented Paraplanner to assist a Wealth Manager. This role involves paraplanning, client onboarding, and preparing investment proposals and reports. The ideal candidate will have a Bachelor's in Finance, strong analytical skills, and a minimum of 2 years' experience in wealth management. Proficiency in Excel, PowerPoint, and Outlook is...

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...

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 seeking a Client Intelligence Portfolio Analyst to design and maintain business intelligence systems that enhance operational decision-making. The ideal candidate should possess a Bachelor of Commerce degree with relevant experience in Analytics. Responsibilities include stakeholder engagement, conducting market research, and delivering...

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...

An established industry player is on the lookout for a skilled Client Portfolio Analyst to join their prestigious Family Office. In this dynamic role, you will support Portfolio Managers in Johannesburg, ensuring that client investment portfolios are effectively managed. Your responsibilities will include conducting suitability assessments, preparing client reviews, and maintaining client files...