Financial sector is looking for an Executive Client Portfolio Administrator to join their company based in Pretoria office environment through general and client portfolio administration with executive duties to include and maintain ongoing instructions and client portfolios;
the Manager of a specialized Community Scheme Portfolio. The job requires that you have: Excellent health producers. Any other reasonable requests from the portfolio manager Legislative Duties: Attending to Community
holds a completed Financial Degree and Saipa Internship completed. Work independently and handle the holds a completed Financial Degree and Saipa Internship completed. Work independently and handle the
create financial models, conduct research, manage portfolios, and communicate recommendations to clients or is an advantage Minimum 4 years post training/ internship experience At least 6 years– 8 years' experience
create financial models, conduct research, manage portfolios, and communicate recommendations to clients or is an advantage Minimum 4 years post training/ internship experience At least 6 years– 8 years' experience
of skills development, be it learnerships / internships/bursaries and/or qualification frameworks in whilst capitalising on the already broad company portfolio. Sales Strategy and Execution: Develop and implement
of skills development, be it learnerships / internships/bursaries and/or qualification frameworks in whilst capitalising on the already broad company portfolio. Sales Strategy and Execution: Develop and implement
their expertise and leadership skills to manage a portfolio of audit clients. Qualification CA(SA) qualification Working Papers a plus. Job description: Managing a portfolio of independent review and audit clients Management Contributing to Business Unit Administration Full client portfolio management, including file review and finalisation
communication and time management
utilised Coordinate and manage the learnership, internship and apprenticeship interventions where necessary