Consider a career as an EQ-FIN Wealth Solutions Specialist At EQ-FIN ( an affiliate of Liberty Group) 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 environment Job Summary: As an accredited Wealth Solutions Specialist you will provide pro-active, on demand
Consider a career as an EQ-FIN Wealth Solutions Specialist At EQ-FIN ( an affiliate of Liberty Group) 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 environment Job Summary: As an accredited Wealth Solutions Specialist you will provide pro-active, on demand
Have you built a base in terms of wealth management and eager to transition over to a bigger corporate brand? Is this you? You are an experienced Wealth Manager with a knack for hunting for new clients while you'll be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts comprehensive financial advice, crafting bespoke investment strategies, and ensuring client compliance with regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving
On behalf of our client, we are seeking an investment Manager for a permanent role based in Cape Town, field 4 years' experience in business investment / business investment structuring Experience in auditing modelling and compiling investment reports Negotiating and structuring investment projects on the targeted requirements through to daniellesheldon.co.za with “Investment Manager CT” in the subject line If you have not received
ESG ASSOCIATE (Investment and Asset Management) – Cape Town, SA (Hybrid) Our Client, a highly reputable reputable Global Investment firm is in search of an experience ESG professional to join their Africa team. support the investments team and wider ESG team with all required tasks relating to the investment of managed multitasking role. Key Duties & Responsibilities Investment Support E&S due diligence including completion developers/sponsors; preparation of inputs for investment papers, and other tasks as needed. Coordination
A once in a lifetime opportunity for new to the Industry candidates. Are you motivated, ambitious and thrive in a challenging environment? Are you dynamic, entrepreneurial and can negotiate at all levels? If you want to determine your own income and have unlimited earning potential , join our world
Our client are seeking a highly motivated Wealth Analyst to join our team of financial professionals Support: Attend client meetings alongside Wealth Managers, take detailed notes, and follow up on action risk management solutions.
Choice High performing boutique Investment firm. Description Investment Analyst Attractive market related successful boutique investment firm have an excellent opportunity for an Investment Analyst. Join this announcements and financial statements Company management visits Attribution and performance analysis Quantitative Write monthly / quarterly sector review reports Investment committee reports Support new business development
your career within the Investment industry? Is this you? You've got your investment-related degree, gained into the real technical admin that makes the investment industry tick. You are meticulous and organized passion for the investment world. You thrive in a fast-paced environment where managing priorities efficiently ensuring the seamless execution of banking and investment transactions. From opening and closing accounts also include managing E-Banking users, handling client queries, and reconciling investment positions. You'll
sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance a Big 4 accounting firm. Keen interest in the investment space required and articles covering Financial