- Reconcile and prepare account statements for payment.
- Responsible for receiving and auditing council accounts.
- Attend monthly management meetings with clients to discuss financial performance and strategies.
- Develop and present management reports to clients, highlighting key financial metrics and trends.
- Implement effective credit control measures to ensure timely payments from clients.
- Perform general administrative duties as required.
- Financial qualifications or Bachelor of Commerce degree.
- A minimum of 3-4 years' experience in a similar role.
- Proficiency in computer applications, particularly Excel.
- Excellent organizational skills and attention to detail.
- Bilingual proficiency in Afrikaans and English.
- Matured individual with a matric certificate.
- Strong client service skills and ability to work effectively with clients.
- Ability to work overtime if required and be deadline-driven.
- Effective leadership skills and strong problem-solving abilities.
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portfolio manager
5 hours ago
HR Genie Cape TownJob Description · The Wealth Manager is responsible for: · Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy; · Support to Wealth Planners in terms of generating new business and preparing proposals for new and existin ...
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Portfolio Manager
2 days ago
Greys Personnel Cape TownJob Description · About the Position · This role is based in Cape Town's Northern Suburbs and involves working with a diverse client base that requires proficiency in English and Afrikaans. · Mastery of English and Afrikaans is essential, with a third language being a valuable as ...
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Senior Portfolio Manager
1 week ago
Old Mutual Cape TownJob Description: · Old Mutual believes in the African opportunity and has a diverse talent pool reflecting this. · Key Responsibilities: · Develop and maintain relationships with brokers/intermediaries to meet growth and profitability targets across multiple products and solution ...
- Findojobs South Africa Wes-Kaap
body {font-family: Arial, sans-serif;} h1 {color: #00698f;} h2 {color: #0099cc;} h3 {color: #00b3ee;}Investments Portfolio Management Implementation Specialist · Job Location: Western Cape, Cape Town · Job Description · This role requires an essential contribution to bridging the ...
- West Coast Personnel Cape Town
Junior Administrative Assistant to Portfolio Body Corporate Manager · We are seeking a dedicated Junior Administrative Assistant to support the Portfolio Body Corporate Manager in our boutique real estate agency. · About the Role: · Assist the Portfolio Manager in handling day-to ...
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Portfolio Manager
3 hours ago
Persona Staff Cape Town Northern SuburbsJob Summary · We are seeking a skilled and experienced professional to join our team as an Accountant. The successful candidate will have a strong background in financial qualifications and or BCom degree, with 3-4 years' experience in a similar role. · Key Responsibilities · Rec ...
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Portfolio Manager
15 hours ago
Persona Staff Cape Town Northern SuburbsJob Summary: · The ideal candidate will possess a strong background in finance and accounting, with a minimum of 3-4 years' experience in a similar role. A BCom degree or equivalent financial qualifications are required. The individual should be proficient in Microsoft Excel, hav ...
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Portfolio Manager
1 day ago
Helderberg Personnel cc BellvilleJob Description: · ">We are seeking a highly skilled and detail-oriented individual to join our team as an Accountant. The successful candidate will possess strong knowledge of basic accounting concepts, excellent financial management skills, and the ability to work well under pr ...
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Investment Portfolio Analyst
21 hours ago
CF Consulting Cape TownJob Overview · Purpose of the Position: · Collaborate with senior team members to provide insightful analysis and support for portfolio management. · Offer portfolio analytics services to discretionary managed clients. · Monitor and assess incumbent and current managers, alongsid ...
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Client Relationship Manager
1 week ago
Ananzi Cape TownClient Relationship Manager · Leading organisation within the investments / insurance and financial services industry requires a Client Relationship Manager for the Cape Town branch. · Qualifications and Experience · Minimum of 5 years in the financial services industry is requir ...
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Area Manager Western Cape
1 week ago
Nando's Cape TownArea Manager Position · A leading role has become available for an Area Manager to manage a portfolio of Casas in the Western Cape, driving performance, growth, and profitability. · The overall purpose of this job is to lead and manage multiple Franchise and Corporate owned Casas ...
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Area Manager Market Related
1 week ago
Nando's Cape TownArea Manager Job Description · A dynamic and challenging role has become available for an Area Manager to lead and manage Casas within an allocated portfolio in the Western Cape. · The overall purpose of this job is to improve performance, growth, and profitability by managing mu ...
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Client Relationship Manager
6 hours ago
Findojobs South Africa Wes-KaapJob Description · About the Role: · We are seeking a highly skilled Client Relationship Manager to join our team in Somerset West. The ideal candidate will have experience in the Financial Services Industry and possess excellent communication and interpersonal skills. · Key Respo ...
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Property Manager Cape Town
1 week ago
MH Solutions Cape TownJob Summary · This role involves managing a portfolio of residential and retail properties, ensuring compliance with laws and regulations, conducting regular inspections, and optimizing rental income. · Key Responsibilities · Manage a property portfolio consisting of 20+ resident ...
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Asset Manager – Office
17 hours ago
Strategic Personnel Cape TownStrategic Asset Management · The role of Strategic Asset Manager focuses on achieving above market returns for the Office portfolio. This involves compiling and managing the consolidated budget, ensuring alignment with organisational objectives, and authorising capital expenditur ...
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Junior Operations Software Developer
3 days ago
Boardroom Appointments Cape TownAbout the Junior Operations Software Developer Role · This position involves optimizing the network of portfolio managers who oversee merchants, underwrite and manage loans. Key objectives include developing systems and tools to aid their decision-making and achieve success throu ...
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Customer Service Consultant
1 week ago
Metrofile Holdings Ltd Cape TownROLE PURPOSE · To maintain excellent customer relationships through effective service delivery; to assist Account Managers with daily tasks with the objective of retaining and growing the defined portfolios. To actively resolve all client queries that have been escalated to Servi ...
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Specialist Consultant
1 day ago
Rory Mackie & Associates Cape TownOverview: · We are seeking a Specialist Consultant to join our Investment Platform Operations team. The Specialist Team focuses on servicing model portfolio providers and administering global products. · Responsibilities: · Offshore: · Provide holistic support to advisors and the ...
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Quantitative Analyst
21 hours ago
The Recruitment Council Cape TownPurpose of the Role · The Quantitative Analyst - Bonds will be part of a high-performing Bonds team, responsible for conducting research and providing insights on interest-bearing markets. This role involves a blend of quantitative and fundamental analysis to evaluate bond and mo ...
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Trader/Analyst
3 days ago
The Recruitment Council Cape TownDynamic Trader/Analyst Opportunity Awaits · Job Description · We are seeking a highly skilled and detail-oriented professional to join our investment team as a Trader/Analyst. · Key Responsibilities: · Trade Execution: Execute trades in equities, bonds, funds, and currencies acco ...
Portfolio Manager - Cape Town - Persona Staff
Description
Job Description
Summary of Key Responsibilities
Key Responsibilities
Requirements
What We Offer
This is an opportunity to join {company} and contribute to the growth and success of our organization. As a valued member of our team, you will have the chance to develop your skills and expertise while working on challenging projects and initiatives.
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portfolio manager
HR Genie- Cape Town
-
Portfolio Manager
Greys Personnel- Cape Town
-
Senior Portfolio Manager
Old Mutual- Cape Town
-
Investments Portfolio Management Implementation Specialist
Findojobs South Africa- Wes-Kaap
-
Junior Administrative Assistant to Portfolio Body Corporate Manager
West Coast Personnel- Cape Town
-
Portfolio Manager
Persona Staff- Cape Town Northern Suburbs
-
Portfolio Manager
Persona Staff- Cape Town Northern Suburbs
-
Portfolio Manager
Helderberg Personnel cc- Bellville
-
Investment Portfolio Analyst
CF Consulting- Cape Town
-
Client Relationship Manager
Ananzi- Cape Town
-
Area Manager Western Cape
Nando's- Cape Town
-
Area Manager Market Related
Nando's- Cape Town
-
Client Relationship Manager
Findojobs South Africa- Wes-Kaap
-
Property Manager Cape Town
MH Solutions- Cape Town
-
Asset Manager – Office
Strategic Personnel- Cape Town
-
Junior Operations Software Developer
Boardroom Appointments- Cape Town
-
Customer Service Consultant
Metrofile Holdings Ltd- Cape Town
-
Specialist Consultant
Rory Mackie & Associates- Cape Town
-
Quantitative Analyst
The Recruitment Council- Cape Town
-
Trader/Analyst
The Recruitment Council- Cape Town