A prominent Wealth Management firm is seeking an experienced Wealth and Investment Manager to join their possess a deep understanding of investment and wealth management, investment strategies, offshore and local “farmer” than a “hunter” role, as the focus is on managing the existing portfolio of clients and not on seeking “hunter” role in future. The incumbent would also manage two junior team members. Key to this role is a others be responsible for: Client Relationship Management Collaboration with Tax Advisors, Fiduciary Specialists
clients' financial needs Determine clients' expenses, level of income, insurance coverage, their financial objectives insurance coverage, investment planning, cash management or any other areas in order to help them reach performance reports and income projections for clients. Manage and regularly update clients' portfolios. Building is a FAIS role Matric 2 years Sales experience RE 5, FAIS qualification an added advantage but not essential
A prominent Wealth Management firm is seeking an experienced Wealth and Investment Manager to join their possess a deep understanding of investment and wealth management, investment strategies, offshore and local “farmer” than a “hunter” role, as the focus is on managing the existing portfolio of clients and not on seeking “hunter” role in future. The incumbent would also manage two junior team members. Key to this role is a others be responsible for: Client Relationship Management Collaboration with Tax Advisors, Fiduciary Specialists
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
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
Pretoria is looking for a Financial Analyst/ Management Accountant to join their team. The ideal candidate will work as the 2IC to the Financial Manager to support and manage a team. Budgeting Prepare detailed Store Support Participate in regular meetings with management, assessing and addressing issues to identify timely financial analytic decision support to management Develop actionable workflows and processes to improve KPI's Act as a liaison between staff and management, analysing and interpreting store data Work closely
Pta000075-VLR-1 We are looking for a Financial Manager in the East Rand area for an established Agriculture Requirements: 10 years Financial Management experience Excellent financial management and written communication track record of fulfilling the role of a Financial Manager; A minimum B Comm (Accounting) degree Responsibilities: Responsibilities: Oversee the company's financial management and internal controls Provide financial analysis targets are met Prepare the monthly management accounts Present the management accounts and annual financial
Services Industry is seeking an experienced Finance Manager to join their team of professionals in Sandton Microsoft suite Pastel advantageous Minimum 4 to 5 years post article experience and post audit experience
Reference: NFU011317-Erni-1 Are you a Financial Manager looking to make a significant impact in the plastic of asset management reports. Job Experience and Skills Required: BCom Accounting SAP exposure 5 years'
reconciliations. Monitor cash management daily to optimise interest. Management of processes relating to tax annual returns and related payments. Management of insurance. Management of banking relationships. Review general ledger accounts Preparation/review of management accounts. Reporting: Exco report back (monthly) performance against budget. Manage the audit process with the auditors as necessary. Manage the finance team located