Efficiency measures of a company in relation to the market, its peers and its history. Evaluate long term (newspapers/Bloomberg etc), Economic data released, Market update. Ensure that you are adequately prepared
regulatory requirements. To assist with ad hoc marketing drives in your region. To effectively service
liquidity of each portfolio. Actively monitoring markets and instruments to ensure that all model portfolios exceptions noted by the system daily. Daily financial market report Communicate effectively with the Investment (newspapers/Bloomberg etc), Economic data released and Market updates) Make detailed recommendations on each initiative. Energetic and passionate about financial markets. Must have the ability to work in highly automated
Interacting with various levels of management Salary: Market related Should you not hear from us within 2 weeks
Office suite and other training software/tools Market Related Salary
A new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors within the team, and includes handling of all follow-up correspondence with clients, beneficiaries and th
Interpersonal understanding, Problem solving, Networking. Market related.
To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow forecasts). To keep up
This position is within the Retail Division of our client's business. The job requires the candidate to work actively within a team but also independently. The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on to ensure that the cas
Investments Manager Job location: Cape Town Remuneration: market related Qualifications • Minimum requirement of and analysis • Develop an understanding of the market, risks and tools as well as systems used. • Aid • Deals with large quantities of portfolio and market data • Understanding of portfolio and instrument