and are dedicated to embracing the "Proudly South African" philosophy where all permanent employees enjoy managing operations across various locations within South Africa, as well as familiarity with operating in
boutique as an Investment Analyst. This team service both South Africa and global markets, so offer a fantastic qualifying towards the end of 2024 or maximum 2 years post articles experience Must have a stellar academic
boutique as an Investment Analyst. This team service both South Africa and global markets, so offer a fantastic qualifying towards the end of 2024 or maximum 2 years post articles experience Must have a stellar academic
CA(SA) with at least 2 years post article experience, within the Financial Services sector and are looking closely with finance and operations teams and/or service providers to ensure completeness and accuracy of Minimum of 2 years post article experience in the Financial Services sector Financial services industry experience
CA(SA) with at least 2 years post article experience, within the Financial Services sector and are looking closely with finance and operations teams and/or service providers to ensure completeness and accuracy of Minimum of 2 years post article experience in the Financial Services sector Financial services industry experience
CA(SA) 3 years recent post articles experience with a Big 4 firm Financial Services experience is advantageous
Responsibilities Prospect potential clients for the services offered by Wealth Managers Generate leads and prospective clients to ascertain the relevance of the services offered. Maintain the highest levels of administration and develop an understanding of the business and services. Meet outlined targets set by the consultant and consultant Attend all meetings held by Managers and Service Providers. Drafting and sending correspondence issued) Requirements Senior Certificate, Matric, post Matric advantageous Certifications Regulatory Representative
Responsibilities Prospect potential clients for the services offered by Wealth Managers Generate leads and prospective clients to ascertain the relevance of the services offered. Maintain the highest levels of administration and develop an understanding of the business and services. Meet outlined targets set by the consultant and consultant Attend all meetings held by Managers and Service Providers. Drafting and sending correspondence issued) Requirements Senior Certificate, Matric, post Matric advantageous Certifications Regulatory Representative
related to cash funding and/or transfers Establish servicing and operating processes with the clients appointed Laundering (AML) process for new clients Conduct post onboarding hand-over meetings with the relevant
related to cash funding and/or transfers Establish servicing and operating processes with the clients appointed Laundering (AML) process for new clients Conduct post onboarding hand-over meetings with the relevant