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
passion for sustainable investing and emerging markets One would describe you as an ambitious, resourceful individual who has excellent knowledge of the financial markets and instruments together with possessing a strong and technical advisors to execute and/or monitor an investment Conducting market research on the industry industry and gather market Intelligence to support investment strategies and or assessment of investment opportunities
Investments Manager Job location: Cape Town Remuneration: market related Qualifications • Minimum requirement of systems and that Portfolio Managers instructions are executed accurately and in a timely manner • Analyse and and analysis • Develop an understanding of the market, risks and tools as well as systems used. • Aid systems and that Portfolio Managers instructions are executed accurately and in a timely manner • Analyse and • Deals with large quantities of portfolio and market data • Understanding of portfolio and instrument
Newly qualified Chartered Accountants sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance roles. Strong academic profile and top ratings gained from a Big 4 accounting firm. Keen interest in the investment space required and articles covering Fina
Are you a seasoned professional in funeral, credit life, group life, disability, medical insurance, and employee benefit products? We have a great opportunity with a growing insurer. You must have a minimum of 5 years' experience in the insurance sales field, a relevant degree and insurance regulato
Clinical Risk Management Specialist Industry: Insurance Location: Cape Town Type: Hybrid (3 In/ 2 Out) Working hours: Flexible Medico Legal Insurance Firm seeks to employ a Clinically qualified individual to assist within their Clinical Risk Management team. The core operational function of the role
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 decisions are followed through completely and ensure execution across our model and clients portfolios. Conduct (newspapers/Bloomberg etc), Economic data released and Market updates) Make detailed recommendations on each by the analyst are followed through and ensure execution across our model and clients portfolios. Ensure
Compliance Officer This vacancy has been created within our client's risk and compliance team, based at their Cape Town office. This role is responsible for compliance support and implementation of risk and compliance policies and procedures for the advisory, fiduciary and consulting operations. The