We are looking for a Junior Wealth Advisor. Salary : R16 000 per month CTC commensurate with experience financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios portfolios in respect of risk, market trends, investment performance, benchmarks, insured values, etc – Process instructions from clients in association with relevant Wealth Planner General administration: – Recording of with FICA and FAIS legislation The post Junior Wealth Advisor appeared first on freerecruit.co.za .
& Company Description:
Although investing is generally described as putting money into financial
expectation of achieving a profit; we believe that investing into your Future has more than a compound effect
professionals in the investment space! CFAs, Analysts, Chief Investment Officers and other Investment professionals
Place:
NFR003565-Abi-1 A specialist brokerage firm who offers financial planning, Asset Management, and Short-Term ever-growing business. Responsibilities: Provide investment advice to clients. Analyse financial Data. Insurance Insurance underwriting Identify new business. Investment strategies, tax laws, and regulatory requirements Qualifications: BCom Degree, Financial planning, Investments, Finance and wealth 3 - 5 years of experience in sales
yearsâ of experience in business investment/business investment structuring
financial services giant is excited to add on an Investment Principal to their team in Cape Town. This role transactions while offering support to upper management. This is an exciting opportunity if you are interested negotiations and transactions. Facilitating co-investment processes. Responding to investor queries timeously timeously. Budget negotiations and Risk management. Mentoring and supervision of junior team members. Requirements: CFA or BBusSc Minimum 7 year's experience in investment banking, private equity, or the infrastructure
/ MBA / CFA
Accounting, Investment Management etc.)
Reference: NWI001841-HSM-1 Investment Analysis Manager Wanted Are you an experienced finance professional professional with a keen eye for investment analysis and strategic financial planning? My client is seeking dynamic individual to join our team as the Investment Analysis Manager at our renowned bank in Kenya. Responsibilities: budgets. Define performance measurement metrics for investment and product projects. Track post-implementation Evaluate and analyze capital expenditures, product investment proposals, and financial statements. Support
Reference: NFR003768-Abi-1 An Investment firm is currently seeking an Investment Principle to join their team Requirements: CA(SA) / MBA / CFA 7 years of experience in investment banking A background within the infrastructure project teams Duties: Transaction Origination and Management Exposure to Private Equity and Project Finance