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Client Executive NEW
Johannesburg
Negotiable for a Client Executive in Gauteng.
The Client Executive functions as a general executive for designated designated client accounts and/or regions / sectors and is accountable for the revenue, sales bookings delivery/operational performance, as well as the overall PL and client experience for such accounts. Typical focus is
This role creates, implements, and manages the client relationship management and pursuit strategy aimed perspective. As an escalation point, this role minimizes client impacting issues and drives internal support and
share this job on whatsappPortfolio Executive Gauteng
Gerald LilianGauteng
that due to the dynamic nature of the Group's Executives (which will include this new Appointee) there its Portfolio Main Board Executives and to add a ‘fresh perspective' to its Board. The Portfolio Executive Group Chief Executive Officer. The newly appointed Portfolio Executive which is a Group Executive and Board businesses. All these Subsidiaries have a Chief Executive Officer supported by a Management Team as well specific market. It is envisaged that the Portfolio Executive will have a tertiary qualification as well
Audit Portfolio Manager (7 Month Contract) (banking)
Johannesburg
One of the TOP banks in S.A. is seeking an experienced Audit Portfolio Manager to join their JHB team liaison
Senior Client Portfolio Analyst Market-related
The Talent ExpertsMelrose Arch
Are you an Analyst that enjoys working with clients? Here's your opportunity to combine those skills consulting with and advising clients on how best to structure their investment portfolios. What you'll be doing pivotal role in supporting Portfolio Managers in managing client investment portfolios. From conducting suitability suitability assessments and preparing client reviews to monitoring portfolios and providing ad hoc investment analysis, you'll be at the forefront of ensuring clients' financial goals are met. You'll enjoy the variety
Junior Client Portfolio Ananlyst Market-related
The Talent ExpertsMelrose Arch
know what it takes to support a Portfolio Manager in managing their clients' investments by you being the between” between the investment team and the Portfolio Manager. You'll be applying your technical investment You will be the backbone for the Portfolio Manager to ensure client presentations are on point, you'll onboarding of clients, sorting of FICA documents as well as conduct assessments of clients and analyse analyse client affairs. You will maintain and update client lists, provide tax statements and calculate expected
Portfolio Administrator
Pinelands
R18,000
/>Client Services
- Ensure the accurate production of all Client portfolio review
update and maintain Client, insurance and investment information in the Client management systemAdministration
- Ensure all client files and electronic records are maintained in policies and procedures manual.
- Prepare new Client files as needed
Develop />New client take-on- Attend or contribute towards client meetings as requested
Portfolio Accountant
Johannesburg
450 000 maintain complete general ledgers, manage monthly bank and ledger reconciliations, and handle the Fixed
Portfolio Accountant
Network Finance.North Johannesburg
NFU011273-Matt-1 Ready to join a dynamic property firm as a Portfolio Accountant? Look no further Job Description: This maintain complete general ledgers, manage monthly bank and ledger reconciliations, and handle the Fixed
Portfolio Administrator
Pietermaritzburg
To be discussed urgently seeking an experienced PORTFOLIO ADMINISTRATOR for a large national concern recommendations on clients overall portfolios together with portfolio construction.
To update client portfolios the system.
Service and maintain existing clients and their records on the system as is required be kept updated whenever a change is made to the client record.
Any other tasks which you may be be required to perform with regards to the clients life / investment planning requirements.
Calling
Portfolio Administrator
Excellent StaffingCape Town Region
Property Investment Company, is looking for a Portfolio Administrator to join their team in Cape Town Investors monthly reconciliations Liaising with clients Rental assist recon's and payments MooiRivier (Tenrisk)
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