Where

Portfolio Manager

Executive Placements
Cape Town Full-day Full-time

Description:

Requirements:
Financial qualifications and or BCom degree. 3-4 yearsâ?? experience in a similar role. Computer literate. Organizational skills. Strong experience on Excel. Bilingual in Afrikaans and English. Matric certificate. Client service skills. Ability to work overtime if required. Leadership skills. Deadline driven and must have good problem-solving skills. Responsibilities:
Reconcile and prepare account statements for payment. Responsible for receiving and auditing council accounts. Attend monthly management meetings with clients. Preparation of management reports for clients. Credit control. General ad hoc duties.
12 Apr 2025;   from: gumtree.co.za

Similar jobs

R 30 000 R 40 000 a month
... in Newlands is seeking a Client Portfolio Manager / Financial Planner. Duties: • Work as ... prospective clients on their investment portfolios • Advise clients on offshore investing ...
29 days ago
R 30 000 R 40 000 a month
... in Newlands is seeking a Client Portfolio Manager / Financial Planner. Duties: • Work as ... prospective clients on their investment portfolios • Advise clients on offshore investing ...
29 days ago
R 30 000 R 40 000 a month
... in Newlands is seeking a Client Portfolio Manager / Financial Planner. Duties: • Work as ... prospective clients on their investment portfolios • Advise clients on offshore investing ...
29 days ago
R 30 000 R 40 000 a month
... in Newlands is seeking a Client Portfolio Manager / Financial Planner. Duties: • Work as ... prospective clients on their investment portfolios • Advise clients on offshore investing ...
29 days ago