Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing exceptional attention to detail and the ability
Additionally, a client-centric mindset, excellent communication skills, and a strong ethical compass are crucial
Someone who is passionate about AML/KYC, a strong communicator with project management skills, to manage multiple borrowers to conduct and complete KYC/AML checks Communicate with third parties or external agents on behalf understanding of how to manage KYC/AML in emerging markets Ability to determine and provide judgement on the risk profiles of potential clientele Strong communication and project management skills, to manage multiple analysis for diverse clientele, end-to-end, and communicate with the various stakeholders Please note that
My client based in the Northern Suburbs is seeking an Accountant to join their team and become part of their successful business reporting into the Financial Manager. This team has worked together for over 9 years so if you are serious about long term commitment in a family type environment, this ro
relationships. The successful candidate will have good communication and negotiation skills, with a ‘can-do' attitude the Insurance related exams via IISA or Milpark). Market Related
service the clients. What you'll get You'll get a market related salary and you will get to join a team
Have you started your career in investment administration and keen to get more involved in operations? Is this you? You've built a solid foundation in terms of investment admin experience or investment client service and you're ready to move into the world of investment operations. What you'll be do
Strong organizational, interpersonal, and communication skills are a must, along with the ability to
financial models, conduct due diligence, analyse market trends and support portfolio management activities diligence on potential investment targets, including market analysis, competitive landscape assessment, financial obligations that portfolio companies have to the Fund Market Research and Trend Analysis: - Stay abreast of of industry trends, emerging technologies, and market developments to identify investment opportunities investment strategies - Conduct market research and competitor analysis to assess market positioning, differentiation
A new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors within the team, and includes handling of all follow-up correspondence with clients, beneficiaries and th