Consider a career as an EQ-FIN Wealth Management and Advisory Specialist At EQ-FIN ( an affiliate of Liberty through excellence that drives quality, and securing wealth by connecting people with life solutions for financial along the way. Our Value proposition to all our Specialists include the following: Access to trained and benefits Future mentorship agreements with Business Specialists who are experts in their field Great, friendly Job Summary: As an accredited Wealth Management and Advisory Specialist you will provide pro-active, on
Consider a career as an EQ-FIN Wealth Management and Advisory Specialist At EQ-FIN ( an affiliate of Liberty through excellence that drives quality, and securing wealth by connecting people with life solutions for financial along the way. Our Value proposition to all our Specialists include the following: Access to trained and benefits Future mentorship agreements with Business Specialists who are experts in their field Great, friendly Job Summary: As an accredited Wealth Management and Advisory Specialist you will provide pro-active, on
prospecting and referrals. Client Relationship Management: Network, source, and prospect to build and maintain and offer expert advice. Financial Security & Wealth Growth: Help clients achieve their financial goals Professional Practice Management: Cultivate long-term client relationships and manage your practice with Independence : Ability to work independently and manage your time effectively. Integrity : Clear credit
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
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
Institute (DFI), is on the lookout for an exceptional Investment Associate to join their dynamic team. If you're you're passionate about driving impactful investments and contributing to economic growth, this could driving sustainable development through strategic investments. By partnering with businesses, projects, and
Your Responsibilities:
As an Investment Associate, you will play a pivotal role in our
Your skills in deal structuring and project management will be put to the test as you identify promising
initiatives and networking