Client Portfolio Manager jobs in Stellenbosch

A prominent South African bank is looking for a licensed financial adviser to conduct comprehensive financial needs analyses and provide tailored recommendations to clients. The ideal candidate will establish and maintain professional relationships, meet sales targets, and manage their commission earnings. A Bachelor's degree in Accounting and experience in client management are required. This...

A dynamic accounting firm is seeking a detail-oriented Bookkeeper to manage financial processing for multiple clients. This hybrid role offers flexibility, with three days in the office and two days remote, aimed at supporting working parents. The ideal candidate will have a minimum of 8 years of bookkeeping experience and strong proficiency in Xero. Responsibilities include performing monthly...

A leading South African bank in Stellenbosch is seeking a professional to manage and grow relationships with Private Wealth clients. The successful candidate will achieve financial targets while improving the customer experience within regulatory frameworks. Qualifications include a degree in Business, Commerce, or Management. If you are passionate about client satisfaction and have experience in...

Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary...

A leading family office group in Stellenbosch is seeking a Client Relationship Manager to build long-term relationships with clients and oversee their financial affairs. The ideal candidate will have 8 years of experience in the Finance Services Industry and a relevant professional qualification. Key skills include advanced Excel and project management. Responsibilities involve communication with...

A leading investment holding company in Stellenbosch is seeking a skilled Accountant to support financial management and reporting for their diverse agricultural portfolio. Responsibilities include managing financial reporting, monitoring capital expenditure, and overseeing loans and accounts. The ideal candidate will have at least 4 years of accounting experience and a relevant bachelor's...

Job Title: Assistant Property Manager - Communications & Client EngagementLocation:Remote Position (Western Cape-based)Department: Property ManagementCompany OverviewUrang Property Management is a London-based agency overseeing more than 10,000 residential units. Our South African support team operates through Block Management Solutions, with a co-working space in Stellenbosch for occasional team...

A leading recruitment agency offers an Operations Manager position in the Western Cape. The role involves managing staff, ensuring high service standards, and complying with OHS requirements. Candidates should have a relevant tertiary qualification, experience in middle management, and a valid driver’s license. This position is ideal for individuals who are adaptable and capable of managing...

A leading African bank in Stellenbosch is seeking a professional for a credit assessment role involving in-depth risk analysis and financial interpretation. Candidates should possess a Bachelor's degree in Business or Commerce and five years of relevant experience. Responsibilities include monitoring client performance, ensuring compliance with credit policies, and driving quality credit...

An established industry player is looking for a dynamic Wealth Advisor to manage and expand a portfolio of high-net-worth clients. This role emphasizes comprehensive wealth planning and strong client relationship management. You will provide tailored services focusing on investments and risk, conduct regular client reviews, and collaborate across divisions to enhance client services. If you have...

Client Relationship Associate A company in Stellenbosch is looking for a Client Relationship Associate. The company is a fast-growing and dynamic specialist in financial services. This is an excellent opportunity for those looking to develop a career in the finance and foreign exchange industry. Duties & Responsibilities - Generate new business opportunities in the personal and commercial...

A recruitment agency in Stellenbosch is seeking a skilled Salesforce Specialist to lead complex Client Relationship Management (CRM) projects. The ideal candidate will have a strong background in Salesforce Marketing Cloud, data modeling, and client engagement strategies. Responsibilities include overseeing solution design for CRM initiatives and acting as a Subject Matter Expert on CRM...

Select how often (in days) to receive an alert: - To deliver world-class client experience (CX) for Capitec Clients as well as user experience for staff through independently executing activities across the entire CX scope: - Applying deep subject matter expertise and research findings to influence the development and integration of CX standards into the product development life cycle, actively...

Stop Taking Orders. Start Driving Sales. Join the Frontline of E-Commerce Growth. Join TalentPop – Where Top Performers Thrive. Are you ready to move beyond basic customer service? TalentPop is redefining customer engagement by turning every interaction into a potential revenue stream. We are seeking a Remote Client Conversion Specialist—an empathetic yet results-focused professional who can...

Purpose Statement - To deliver world-class client experience (CX) for Capitec Clients as well as user experience for staff through independently executing activities across the entire CX scope: - Applying deep subject matter expertise and research findings to influence the development and integration of CX standards into the product development life cycle, actively using Design Thinking...

A leading e-commerce solutions provider seeks a Remote Client Conversion Specialist to drive sales through customer engagement and advocacy. In this role, you will manage the customer journey, handle inquiries, and recover lost sales. Ideal candidates will have e-commerce customer service experience and strong persuasion skills. The position offers a stable career with guaranteed annual raises,...

A leading banking institution in Stellenbosch is seeking an experienced Credit Analyst to conduct credit assessments and risk analysis on potential clients. You will be responsible for monitoring client performance, providing credit solutions, and compiling financial reviews. The ideal candidate should possess a Bachelor's or Advanced Diploma in Business, with at least five years of experience in...

Client Relationship Manager The position reports to the Head of Family Office - Stellenbosch but may work for more than one senior executive in the Family Office team and may also be responsible for managing and developing more junior members of the Family Office team. This role involves close and regular interaction with clients and third parties of the Stonehage Fleming Group as well as with...

Who are we?- Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.- With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary...

A leading investment firm in Stellenbosch is seeking a detail-oriented individual to manage client and third-party queries. The successful candidate will be responsible for collating vital documentation and ensuring compliance with regulations. Candidates should have a Bachelor of Commerce Degree and experience in the Private Wealth Industry. Strong communication skills and attention to detail...