Role: Wealth Manager
Category: Banking
Location: Cape Town
Salary: R 750 000 - R 2
innovative banking company, is seeking a talented Wealth Manager to join their elite team.
Our client
the client base to advise clients on approved investment and risk solutions.
opportunity to join a very well regarded boutique wealth management firm. This position would suit someone with assisting in maintaining and developing a leading wealth management division through providing professional administrative the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate client onboarding documentation. Oversee the management and updating of client CRM profile. Liaise with and manage admin related queries or issues with clients directly on behalf of the Wealth Manager Manage
Wealth Engineer, Constantia, Southern Suburbs. Company Name: Keptra. Exciting opportunity Ready to transform future? Discover a unique opportunity to become a Wealth Engineer and embark on a journey towards lasting products, unlocking the potential for asset-based wealth creation. Join a supportive community of like-minded Opportunity? Recurring Income Potential. Asset-Based Wealth Creation. Supportive Community. Ongoing Training risks of starting a business. Join a community of Wealth Engineers sharing success stories and insights
Title: Investment Manager Location: Sandton Job Type: Full-time Salary: Competitive, commensurate with and experienced Investment Manager to join our client's team. The Investment Manager will be responsible responsible for managing our clients' investment portfolios and providing financial advice to help them achieve goals. Responsibilities: Develop and implement investment strategies based on clients' financial goals informed investment decisions Conduct research and perform due diligence on potential investment opportunities
Our client within the Financial and Investment services based in the UK and South Africa is currently currently recruiting for a self-motivated Wealth and Investment Manager to join their dynamic team in Cape Town the director and financial advisors with the investment planning processes and services offered to a ad-hoc requests in conjunction with the current manager. The ideal candidate should be someone with a growth well as in a virtual team. Requirements: Wealth Management or equivalent qualification (min.120 Credits
Reference: NFR003767-Abi-1 Wealth, Assets and Accounting. There is no better combination A Well-known Well-known Company is seeking a Financial Manager to Manage far over 100 Billion in Assets, The full Finance Function Function as well as Investment Products. Applications open to Charted Accountants with over 7 years in in Financial Management. Requirements: Chartered Accountant (SAICA) IFRS 9 & IFRS 17 Understanding with Investment Products Experience Required: 7 - 10 years of experience in Financial Management Investment
seasoned Financial Manager to join their investments division. This is a thrilling management role that is suited for an individual who is passionate about investments, valuations and leading a team. Duties and responsibilities experience in the financial services industry and managing a team. Advanced MS Excel proficiency. Knowledge Knowledge of Tax laws. Experience working with investment products. Excellent verbal and written communication
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with various project advisory and development management professionals with many years' experience property developments working as a part of and managing multi-disciplinary project teams (refer to the feasibility and bankability of the projects;
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