You've gained experience doing manager research and you're keen to join a business where you can directly you? You've got what it takes to research asset managers and know how to identify good performance for solutions and portfolios. You'll be responsible for managing performance data, conducting detailed reporting experience in an Analyst role where you have done manager research. Attention to detail, effective communication into areas where your strengths lie. A market-related salary will be offered with annual performance
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 role but the opportunities are endless. A market-related salary will be offered as well as annual performance
skills, both written and verbal Salary: Market related ParaPlanner, "Financial Planning", "Global Financial
advisors. With opportunities to attend industry-related workshops and seminars, you'll continuously enhance
smooth reconciliation of inter-company accounts. Manage month-end journals, including payroll, and provide
monthly management reportsand provide reasons for variances. Compile the monthly management reports for Review the journals,reconciliations and OPS management reports compiled by the junior financial accountant Review monthly and weekly payments to suppliers. Manage and liaise with the auditors on the yearly auditfor with ad-hoc projects asrequired by the financial manager or Operations department. Requirements: BComfinancial
Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" Regular risk assessments and updates to Risk Management and Compliance Policy: such as identifying potential potential compliance risk and actively advising management to implement proper compliance program to address Treating Clients Fairly, Risk Management Policy Complaints management Establish a culture of compliance
quarterly, and annual financial reports for management and other stakeholders Support strategic planning in the preparation of presentations for senior management and board meetings Collaborate with cross-functional degree in finance, Accounting, Economics, or a related field Proven experience in financial planning and and collaboratively in a fast-paced environment, managing multiple priorities and deadlines Detail-oriented
Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" clients when a Private Wealth Manager resigns Assisting Compliance Manager with complaint investigation wealth management industry, with Offshore experience (advantageous) Matric RE5 Compliance related course/qualification
competitive risks and advantages Researching management track record and history and reviewing annual reports Researching and providing opinion on ESG related issues Prepare letters to boards and investors