have a strong background in compliance and risk management. What you'll be doing (and why you'll enjoy it) You'll review cases, manage breaches and incidents, and produce timely management information reports leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory industry, preferably within fiduciary and investment management sectors. A deep understanding of relevant legislation
have a strong background in compliance and risk management. What you'll be doing (and why you'll enjoy it) You'll review cases, manage breaches and incidents, and produce timely management information reports leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory industry, preferably within fiduciary and investment management sectors. A deep understanding of relevant legislation
Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin
Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
You thrive in a fast-paced environment where managing priorities efficiently is key and you enjoy working finesse. Your responsibilities will also include managing E-Banking users, handling client queries, and investment positions. You'll enjoy the challenge of managing various administrative tasks independently while leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory
You thrive in a fast-paced environment where managing priorities efficiently is key and you enjoy working finesse. Your responsibilities will also include managing E-Banking users, handling client queries, and investment positions. You'll enjoy the challenge of managing various administrative tasks independently while leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory
you'll enjoy it) You will assist in reviewing management accounts to ensure accuracy and compliance. You'll reviewing payments to safeguard against inaccuracies, managing VAT returns efficiently, doing the cashbook and leading a small team so it's critical you have management experience and skills. Where you'll be doing but in both possibilities you'll need to have managed staff and have retail industry expeirence. You'll
align with the organisation's strategy. You'll manage financial affairs, optimise investment initiatives Ideally we'd like someone with a Master's Degree in Management Sciences or a related field but we'll also consider accountability governance. You possess strong financial management skills, including budget preparation and adherence succession planning. You are skilled in conflict management, business acumen, and providing expert advice