Portfolio Manager Jobs in Queenstown
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Search Results - Portfolio Manager Jobs in Queenstown
Staff Solutions Recruitment-Queenstown
Key Responsibilities
• Manage allocated client portfolio and resolve all related queries.
• Coordinate maintenance, draft correspondence, and ensure compliance of Trustees and Body Corporates.
• Review monthly financial reports and distribute...
Headhunters-Queenstown
to the Financial Planning Partner.Operational support for Portfolio Managers and CRMs:Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and applications.All instructions to PM and CRMs initiated and maintained via XPlan (company’s...
Sheldon Recruitment and Selection-Queenstown
for, but not limited to:
• Sales cold call and find new clients; educate/promote full product offering; manage profit margins; track, control and influence sales activities; actively grow the client base by agreed target
• Portfolio Management monitor, track...
Palesa Mbali Group-Queenstown
as one main point-of-contact with deep understanding of
the industry who helps shape the client’s strategic agenda accompanied by team of
specialists. To grow commercial bank revenue through the management and cross
sell to existing portfolio; as well...
Portfolio Manager jobs – More locations:
Sheldon Recruitment and Selection-Queenstown
for, but not limited to:
• Sales cold call and find new clients; educate/promote full product offering; manage profit margins; track, control and influence sales activities; actively grow the client base by agreed target
• Portfolio Management monitor, track...
Sheldon Recruitment and Selection-Queenstown
for, but not limited to:
• Sales cold call and find new clients; educate/promote full product offering; manage profit margins; track, control and influence sales activities; actively grow the client base by agreed target
• Portfolio Management monitor, track...
Ultra Personnel-Queenstown
Check Commission statements
Manage commission suspense accounts aligned to compliant new business lodgment.
Escalate with PPs regarding commissions / fees due to the Financial Advisor.
Operational support for Portfolio Managers and CRMs: Assistants align...
Profile Personnel-Queenstown
Role Purpose
The Portfolio Assistant/administrator will provide comprehensive administrative and operational support to the Portfolio Manager, contributing to the effective management of investment portfolios.
The role involves handling various...
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