compiled through the examination and analysis of fund manager reporting and other resources. This information Responsibilities: Digital archiving of various financial documentation Effectively navigate manager portals to relevant work experience. Familiarity with financial markets, accounting practices and private capital. Working
INTRODUCTION: We are a Professional Accountants Firm and SAIPA member with the South Africa Institute of Professional Accounts (SAIPA) and are looking for a Senior Accountant, pursuing a career as a Professional Accountant. We strife only to employ exceptionally talented, skilled and committed staff
advice, implementation, support, and oversight to manage risks and opportunities aligned to global best administration and management Business and report writing skills. Change management. Client service principles Diversity management Employee training/development Governance, risk, and controls Management information Organisational systems Principles of project management Relevant regulatory knowledge Research capabilities Influencing Innovation Initiating Action Managing High Workloads Managing Tight Deadlines Systems thinking Taking
provides quality financial advice and wealth management solutions to international expatriates. They expertise of a select group of international money management firms and are known throughout the industry for role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with and targets through effective planning, lead management, and engaging with potential clients Identify
ESG ASSOCIATE (Investment and Asset Management) – Cape Town, SA (Hybrid) Our Client, a highly reputable all required tasks relating to the investment of managed funds across Africa, the regional portfolio, reporting and operation phase E&S documents such as management plans and procedures. Support with monitoring with strategic initiatives for the Fund Manager and the managed funds. Impact Analysis and Reporting Support business, and the managed funds. Preparation of ESG training materials for Fund Manager staff and Project
Provide professional, consistent, end-to-end corporate and administration services to an allocated. portfolio of clients, in a multi-skilled team – maintaining strong relationships with key individuals to enhance, retain and grow our business. The position is based in Bellville. Take full ownershi
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 particular role. Please do though continue to follow us online and apply for suitable opportunities. see Duties
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 and collaboratively in a fast-paced environment, managing multiple priorities and deadlines Detail-oriented unsuccessful - please do continue to follow us online and apply for suitable roles. see Duties &
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
Are you ready to elevate your career as a Junior Paraplanner? Is this you? You're a dedicated listener with a thirst for knowledge and a client-centric approach. You thrive in a structured environment where attention to detail is paramount and you're eager to join a dynamic team. What you'll be doin