A prominent Wealth Management firm is seeking an energetic young investment professional to join their understanding and some exposure to investment and wealth management, investment strategies, offshore and local the focus will be on assisting Senior Wealth Managers in managing a portfolio of clients, but the ideal personality and attitude to grow into a fully-fledged Wealth Manager over time. Key to this role is a sparkle in passion for investments. Client Relationship Management Collaboration with Tax Advisors, Fiduciary Specialists
successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business offered by Wealth Managers Generate leads and refer to relevant advisors Work with managers to support relevance of the services offered. Maintain the highest levels of administration, completing client documents to the consultant Attend all meetings held by Managers and Service Providers. Drafting and sending correspondence requests, as these arise. Liaising with Private Wealth Managers to ensure the accuracy of documentation and
deliver comprehensive wealth management services, including investment management, estate planning, tax tax strategies, and risk management. Develop customized financial strategies to meet clients' long-term objectives Provide holistic wealth management advice, including investment management, retirement planning, regulations to ensure compliance and provide the highest level of service to clients Minimum Requirements: National by the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage
responsible for the strategic and operational management of the Office of the CEO. The incumbent will are met. •Implementing checks and balances in managing the budget and providing variance & trend master's will be an advantage •5-10 years' experience operating at an Executive level within a medium to large
You have the chance to join a great business running Financial and Capital Markets platforms for banks globally, giving you the chance to work on dynamic projects while learning the world of Treasury & Trading. Passionate developers that want to design, develop and implement technical software s
Field Guide (Level 1) required for outstanding Lodge in Limpopo Province. Field guide (Level 1) required
working. Location : KZN Midlands Salary : Entry level with the potential for this to increase within the
Wealth Planning Becoming a Wealth Planner at EQ-FIN will give you the opportunity to partner with your You will get to know your clients on a personal level, understanding the client's personal situation and insurance and retirement planning, thus creating wealth and financial peace-of-mind. This opportunity offers Marketing and Networking Skills Ability to plan and manage time effectively Excellent communication and
deliver comprehensive wealth management services, including investment management, estate planning, tax tax strategies, and risk management. Develop customized financial strategies to meet clients' long-term objectives Provide holistic wealth management advice, including investment management, retirement planning, regulations to ensure compliance and provide the highest level of service to clients Minimum Requirements: National by the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage
Responsibililities will also include control of cash at branch level while ensuring the updating of cash books and reports structure. Benefits Company pension fund (5% Employer contribution and 5% Employee contribution); Group Risk