management within the unit trust and collective investment schemes space. The ideal candidate will have management (AUM) in unit trusts and collective investment schemes. Build and maintain strong relationships to understand their needs and provide tailored investment solutions. Identify and pursue new business opportunities and leveraging existing relationships. Present investment solutions to prospective clients, conduct product relationship management within the unit trust/collective investment schemes sector. Demonstrated success in developing
management within the unit trust and collective investment schemes space. The ideal candidate will have management (AUM) in unit trusts and collective investment schemes. Build and maintain strong relationships to understand their needs and provide tailored investment solutions. Identify and pursue new business opportunities and leveraging existing relationships. Present investment solutions to prospective clients, conduct product relationship management within the unit trust/collective investment schemes sector. Demonstrated success in developing
Is this you? Your investment foundation has equipped you to know what it takes to support a Portfolio managing their clients' investments by you being the “go between” between the investment team and the Portfolio Portfolio Manager. You'll be applying your technical investment administration abilities while dealing with stakeholders gained at least 2 years of experience in the investment industry conducting administration and support completed Bachelor of Commerce in business/economics/investments related and ideally an Honours. You also need
Is this you? Your investment foundation has equipped you to know what it takes to support a Portfolio managing their clients' investments by you being the “go between” between the investment team and the Portfolio Portfolio Manager. You'll be applying your technical investment administration abilities while dealing with stakeholders gained at least 2 years of experience in the investment industry conducting administration and support completed Bachelor of Commerce in business/economics/investments related and ideally an Honours. You also need
management within the unit trust and collective investment schemes space. The ideal candidate will have management (AUM) in unit trusts and collective investment schemes. Build and maintain strong relationships to understand their needs and provide tailored investment solutions. Identify and pursue new business opportunities and leveraging existing relationships. Present investment solutions to prospective clients, conduct product relationship management within the unit trust/collective investment schemes sector. Demonstrated success in developing
client is at the forefront of innovation in the investment industry. Their cutting-edge technologies and in the industry. You'll learn from experienced investment professionals across the business and contribute
client is at the forefront of innovation in the investment industry. Their cutting-edge technologies and in the industry. You'll learn from experienced investment professionals across the business and contribute
business and Technologies within the Corporate / Investment Banking / Government industries. They have a solutions Corporate / Investment / Banking industry experience Exposure to Investment Banking Applications
analytical skills. They must be able to analyse investment and financial data then clearly communicate their clients to discuss their financial needs Recommend investments to clients Financial planners spend their days Those decisions can be anything from how to start investing to retirement or estate planning. And much much
ever-growing business. Responsibilities: Provide investment advice to clients. Analyse financial Data. Insurance Insurance underwriting Identify new business. Investment strategies, tax laws, and regulatory requirements Qualifications: BCom Degree, Financial planning, Investments, Finance and wealth 3 - 5 years of experience