Client Portfolio Executive - Cape Town, Western Cape

Only for registered members Cape Town, Western Cape, South Africa

1 month ago

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Job summary

This is a full-time on-site role for a Client Portfolio Executive based in Cape Town (Worcester). The Client Portfolio Executive will be responsible for managing client portfolios, building and maintaining business relationships,
conducting financial analyses,
and providing tailored financial advice.
  • Business Relationship Management and Portfolio Management skills
  • FBNB South Africa operates under a core brand value of helping individuals and businesses.

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