Executive Client Portfolio Administrator Jobs in South Africa
- Gauteng (11)
- Western Cape (3)
- Kwazulu Natal (2)
- North West (2)
- Free State (2)
- Limpopo (1)
- Accounting / Finance (3,783)
- Sales (2,596)
- IT / Computing / Software (2,295)
- Engineering (1,436)
- Admin / clerical / secretarial (1,259)
- Transport / logistics / warehouse (787)
- Marketing / advertising / PR (478)
- Retail / wholesale (466)
- Construction / trades (462)
- Network Finance (414)
- Hire Resolve (380)
- Freerecruit (349)
- Network Finance. (241)
- Dante Group Pty Ltd (182)
- The Foschini Group (169)
- Rpo Recruitment (162)
- Job Crystal (137)
- Communicate Finance (115)
- Time Personnel (109)
- Last 7 days (3,129)
- Last 3 days (1,325)
- Last 1 days (57)
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 system
Administration
- Ensure all client files and electronic records policies and procedures manual.
- Prepare new Client files as needed
Develop />New client take-on
- Attend or contribute towards client meetings as requested
share this job on whatsappPortfolio 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 . To qualify with rentals Experience with PayProp Great administrative skills Excellent communication skills and telephone Investors monthly reconciliations Liaising with clients Rental assist recon's and payments MooiRivier (Tenrisk)
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
Portfolio 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
Portfolio Administrator (2) - Pietermaritzburg
Pietermaritzburg
recommendations on clients overall portfolios together with portfolio construction
Portfolio Administrator Pietermaritzburg
Accountancy PlacementsSouth Africa
PMB001036-LF-1 Portfolio Administrator (2) – Pietermaritzburg Our respectable client in Pietermaritzburg Pietermaritzburg is seeking two Portfolio Administrators to join their team. Responsibilities: Assist with the planning recommendations on clients' overall portfolios together with portfolio construction Update client portfolios on Wealthcraft and in the future Service and maintain existing clients and their records on Wealthcraft the Retirement the client record Any other tasks which you may be required to perform with regards to the clients Life/Investment
Trade And Portfolio Administrator Negotiable
Moving Heads PersonnelCape Town Region
ESSENTIAL Perform Fund and Portfolio administration including trade execution and reporting. Build and and ASISA Banks, Custodians and Trustees Fund Administrators Brokers (bonds, equities, derivatives, money Morningstar etc) Reconciling SA domiciled funds and portfolios on Bloomberg AIM making use of the BaseSigma adjustments, Cash Balance Recons (BDS/CCMS) and Portfolio Recons to MAV. Hand Pricing of Instruments Report to the CAM/PMs Trade and General Portfolio Administration. Executing trades and cash transfer instructions
Portfolio Administrator Cape Town
Moving Heads PersonnelCape Town Region
ESSENTIAL Perform Fund and Portfolio administration including trade execution and reporting. Build and and ASISA Banks, Custodians and Trustees Fund Administrators Brokers (bonds, equities, derivatives, money Morningstar etc) Reconciling SA domiciled funds and portfolios on Bloomberg AIM making use of the BaseSigma adjustments, Cash Balance Recons (BDS/CCMS) and Portfolio Recons to MAV. Hand Pricing of Instruments Report to the CAM/PMs Trade and General Portfolio Administration. Executing trades and cash transfer instructions
Portfolio Administrator - Wealth & Investments
Pretoria
10000 Monthly
As a Portfolio Administrator, you will support Portfolio Managers, process applications, and interact
interact with clients from diverse backgrounds.
This role requires teamwork, a strong work ethic
we invite you to apply and contribute to our client's continued success in the financial sector.
Share on Facebook
Share on Twitter
Share on Linkedin