What Client Portfolio Management Jobs are in South Africa?

Digital Consultancy · Full-time contract · Remote / Hybrid

About us

We are a digital consultancy working with clients across South Africa, the US, the UK, and Australia. Our work spans lead generation, brand awareness, campaign strategy, content, digital channels, events, and offline marketing, all in service of clear commercial goals.

About the role

We are looking for a Client Portfolio Lead to manage delivery across a portfolio of client accounts. You will sit between the client and our internal team, keeping projects on track through clear communication, practical coordination, and consistent follow-through.
You will need to be comfortable in a fast-moving digital environment where briefs, channels, and priorities can shift quickly.
This role suits someone who is organised, confident with clients, and comfortable owning outcomes without needing constant direction.
Candidates must have access to their own reliable laptop or computer, as equipment is not provided.

Key responsibilities

Client communication

• Act as the main day-to-day contact for assigned clients
• Keep clients updated on progress, timelines, and next steps
• Follow up on approvals, feedback, and outstanding information
• Run client meetings and capture actions clearly
• Raise risks or delays early, with practical solutions ready

Internal delivery

• Brief internal team members on deliverables.
• Own project timelines and hold the team to deadlines
• Track actions across multiple active projects simultaneously
• Spot blockers early and help remove them
• Make sure responsibilities are clear across the team at all times

Quality and reporting

• Review digital outputs before they reach the client to ensure they fit with company quality standards. 
• Check that work matches the brief, meets quality standards, and is ready to go live
• Prepare weekly or monthly progress reports
• Maintain project trackers and meeting notes
• Give leadership a clear view of project status when needed

What we are looking for

We are looking for someone with experience in client service, account management, project coordination, marketing delivery, or digital project management. You do not need to be a channel specialist, but you do need to understand how marketing works, moves from brief to delivery.

You will be well suited to this role if you can:

• Communicate clearly with both clients and internal teams
• Manage several deadlines at the same time without dropping detail
• Follow up consistently and proactively, not passively
• Spot delivery risks before they become bigger problems
• Keep meetings focused and ensure actions are captured
• Review work carefully and give useful, clear feedback
• Stay composed when priorities shift
• Have worked in a digital-first environment and understand how campaigns, content, and digital channels move from brief to live

Ideal background

You may have worked in roles such as:

• Account manager
• Project manager
• Client success manager
• Delivery manager
• Traffic manager
• Campaign coordinator
• Marketing operations coordinator

Experience in a digital agency, marketing consultancy, creative agency, media team, or campaign delivery environment would be a strong advantage.

What success looks like

Projects are moving, clients are informed, and the internal team knows exactly what needs to happen next. The right person will reduce chasing, improve follow-through, and give both the client and the team more confidence in the delivery process.

• Formulate and communicate investment strategies across diverse asset classes.
• Conduct comprehensive macroeconomic and market analysis to inform investment decisions.
• Develop and manage client portfolios, ensuring alignment with their risk tolerance and financial objectives.
• Perform asset allocation studies and provide strategic recommendations.
• Engage with clients to understand their needs and present investment solutions.
• Monitor portfolio performance and implement necessary adjustments.
• Collaborate with research analysts and portfolio managers to generate investment ideas.
• Stay informed about regulatory changes impacting investment management.

• Master's degree in Finance, Economics, or a related quantitative field. CFA designation is highly preferred.
• Significant experience (7+ years) in investment strategy, portfolio management, or investment research within the Banking & Finance industry.
• Proven track record of successful investment strategy development and implementation.
• Deep understanding of global financial markets, economic drivers, and various investment vehicles.
• Excellent analytical, critical thinking, and problem-solving skills.
• Superb communication, presentation, and interpersonal skills, with the ability to influence stakeholders.
• Ability to work effectively in a collaborative team environment in our Durban office.
• Proficiency in financial modeling and data analysis tools.

Our client is seeking an enthusiastic Junior Management Consultant to join their growing practice in Port Elizabeth, Eastern Cape, ZA . This role is ideal for a recent graduate or early-career professional looking to build a career in management consulting. You will support senior consultants in delivering strategic advice and operational solutions to a diverse client base. This position operates on a hybrid model, offering flexibility between remote work and office-based collaboration in Port Elizabeth. You will gain exposure to a wide range of industries and develop essential consulting skills under expert guidance.

• Assist in data collection, analysis, and synthesis for client projects.
• Support the development of client presentations and reports.
• Conduct market research and competitive analysis.
• Participate in client meetings and workshops.
• Contribute to project planning and execution under senior supervision.
• Help identify client needs and potential areas for engagement.
• Learn and apply various consulting methodologies and tools.

• Bachelor's degree in Business, Economics, Commerce, or a related field.
• 0-2 years of relevant experience (internships count).
• Strong analytical and quantitative skills.
• Excellent written and verbal communication abilities.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
• A keen interest in business strategy and problem-solving.
• Ability to work effectively in a team and independently in a hybrid environment.
• Eagerness to learn and develop consulting competencies.

This role offers a competitive starting salary and a comprehensive benefits package. Our client provides structured training and development programs, mentorship opportunities, and a clear path for career advancement. Employees benefit from a supportive team culture and exposure to diverse consulting projects. The hybrid work model balances professional development with personal flexibility. Join a firm committed to developing future consulting leaders in the Eastern Cape.

Key Responsibilities

• Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts

• Communicate with clients on our client’s product range in a courteous and professional manner via telephone, email, fax letter and direct walk-in clients

• Manage all work items including dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and detailed query investigation and resolution

• Build and maintain relationships with clients by answering queries directly on all relevant correspondence and keeping all systems updated

• Support the Client Group by providing proactive communication on rejections and queries raised by third-party administrators and clients

• Act as the primary point of contact for all third-party and client queries on the clients' SA and offshore funds range

• Assist other team members when necessary, provide cover during periods of absence

• Develop and execute investment strategies aligned with client objectives, risk tolerance, and market conditions.
• Manage and monitor client investment portfolios, ensuring adherence to investment policies and guidelines.
• Conduct in-depth research and analysis of financial markets, economic trends, and investment opportunities.
• Perform security analysis and make buy/sell recommendations for various asset classes (equities, fixed income, alternatives).
• Meet with clients to discuss portfolio performance, investment strategy, and financial planning needs.
• Monitor portfolio risk exposure and implement hedging strategies as necessary.
• Collaborate with financial advisors and other team members to provide comprehensive client solutions.
• Stay abreast of regulatory changes and industry best practices in wealth management.
• Contribute to the development of new investment products and services.
• Maintain client relationships and ensure high levels of client satisfaction.

• Bachelor's degree in Finance, Economics, Business, or a related quantitative field. A Master's degree or CFA designation is strongly preferred.
• Minimum of 7-10 years of progressive experience in portfolio management, investment analysis, or wealth management.
• Proven track record of successfully managing investment portfolios and achieving strong risk-adjusted returns.
• Deep knowledge of financial markets, investment instruments, and asset allocation principles.
• Proficiency in investment management software and financial analysis tools.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong communication, presentation, and interpersonal skills, with the ability to build rapport with high-net-worth clients.
• Ability to work independently and manage multiple priorities in a remote setting.
• Understanding of South African investment regulations and compliance requirements.
• High level of ethical conduct and professionalism.

• Highly competitive salary and bonus structure.
• Comprehensive benefits package, including health, retirement, and life insurance.
• Remote work flexibility, allowing for a global reach.
• Opportunities for professional development and career growth.
• Collaborative and supportive virtual work environment.
• Access to exclusive investment research and tools.
• Performance-driven culture with significant earning potential.

If you're someone who enjoys bringing order to complexity, thrives on accuracy, and wants to work in an environment where your contribution has a real impact, this could be the opportunity you've been waiting for.

We're looking for a Finance Officer who is more than just technically strong. We're looking for someone who is dependable, proactive and takes pride in delivering high-quality work that supports a purpose-driven organisation.

This is an opportunity to become part of a collaborative team where you'll work closely with key stakeholders, contribute to sound financial management and play an important role in ensuring the smooth running of the finance function.

What you'll be doing:

• Managing day-to-day financial transactions and maintaining accurate financial records
• Processing accounts payable, payments and reconciliations
• Assisting with budgeting, forecasting and monthly reporting
• Supporting payroll and expense administration
• Assisting with audit preparation and statutory compliance
• Maintaining accurate grant and project financial records
• Preparing reports and ensuring compliance with funding and organisational requirements
• Working closely with internal stakeholders to provide financial support across the organisation

We're looking for someone who has:

• A relevant tertiary qualification in Accounting, Finance or a related field
• SAICA or SAIPA articles would be advantageous, although relevant experience will also be considered
• At least three years' experience in a finance environment
• Strong Excel skills and experience using accounting software
• Excellent attention to detail and strong organisational skills
• The ability to manage multiple priorities and consistently meet deadlines
• Outstanding integrity and the ability to handle confidential information
• Excellent communication skills and a collaborative approach

This opportunity would suit someone who enjoys working in a values-driven environment, takes ownership of their work and is motivated by being part of something meaningful.

If you're ready for a role that offers challenge, variety and the opportunity to make a tangible contribution, we'd love to hear from you.

Role: Financial Advisor

Category: Wealth Management

Location: Durban

Are you a seasoned financial professional with a passion for guiding clients through complex investment and retirement landscapes?

Key Responsibilities:

As a Financial Advisor, you will provide personalized advice with a focus on investment portfolios, retirement planning, and wealth preservation. Your core duties will include:


Tailored Financial Planning: Conducting in-depth needs analyses to develop financial plans aligned with clients''' life goals.


Retirement Expertise: Developing and implementing strategies for South African retirees and expatriates to ensure lifestyle sustainability.


Investment Guidance: Advising on offshore options, annuities, living annuities, and tax-efficient drawdown strategies.


Cross-Border Advisory: Navigating complex issues such as foreign pensions, dual tax residency, currency risk, and international estate planning.


Client Relationship Management: Building long-term relationships based on trust and transparency while conducting regular portfolio reviews.


Compliance & Technical Proficiency: Ensuring all advice remains compliant with South African financial legislation (FSCA, SARS, SARB) and managing client interactions through CRM systems like AtWork.

Role Requirements: