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Booking Agent - Igrow Wealth Investments NEW
Excellent Staffing
Cape Town Region
Description IGrow Wealth Investments, South Africa's 1 Property Investment Company, is looking for a consultations for Property Consultants and Property Investments Strategists
share this job on whatsappWealth Manager
Capital AssignmentsSouth Africa
client is an established wealth management firm offering affluent clients wealth planning strategies that They are looking to bring in an accomplished Wealth Manager to contribute to their continued success. This leverage their comprehensive range of risk and investment solutions, tailored to meet the unique needs career to the next level in the world of wealth management and help our clients achieve their financial hear from you. 7 years Financial Planning/Wealth Management experience Bachelor's degree CFP advantageous
Operations Specialist - Investment Industry
Hire ResolveCape Town City Centre
client in the Investment Industry is urgently seeking a highly skilled Operations Specialist to join their operations team, principally as an operations specialist. The Purpose of this role is to contribute to robust operating procedures across the investment management business to create and efficient, responsive and process driven operations team Assist with investment reporting and analysis Collaborate with internal and regulatory changes Provide support to the investment team in various ad-hoc tasks as required Requirements
Investment Unitisation Specialist
SecondmentsSouth Africa
To conduct the unitisation and cash flow management of client/member funds and complete associated reporting Economics/Finance (NQF7). 3-5 years of experience in Investment Administration with exposure to Unitisation.
Investment Manager
Cape Town City Centre
Accounting
- Investment structuring
- Doing financial modelling and compiling the investment report< and compiling the investment report
- Negotiating and structuring investment projects on the targeted
Operational Risk Manager - Wealth
Sandton
Negotiable e have Operational Risk Manager position to support the management of wealth division in setting and executing actions managing all aspects of risk within the business units of Wealth Division. This includes external to Wealth
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- Qualifications in Risk Management, Operational risk, Wealth management management / Stockbroking investment.
- Minimum 6 years wealth management experience essential.
- Solid
- Solid knowledge of wealth management operational processes and technologies.
- Insight into
Wealth Manager South Africa
Capital AssignmentsSouth Africa
client is an established wealth management firm offering affluent clients wealth planning strategies that They are looking to bring in an accomplished Wealth Manager to contribute to their continued success. This leverage their comprehensive range of risk and investment solutions, tailored to meet the unique needs career to the next level in the world of wealth management and help our clients achieve their financial hear from you. 7 years Financial Planning/Wealth Management experience Bachelor's degree CFP advantageous
Wealth Management Assistant
Cape Town City Centre
18000 Monthly Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration interactions with clients
Wealth Manager South Africa
CrayonSouth Africa
that provides quality financial advice and wealth management solutions to international expatriates. They brings together the investment expertise of a select group of international money management firms and are your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting and targets through effective planning, lead management, and engaging with potential clients Identify provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning
Wealth Manager's Assistant
Cape Town City Centre
30000 Monthly
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- Administrative support to Wealth Manager:
- Prepare and collate new client onboarding onboarding documentation.
- Oversee the management and updating of client CRM profile.
- Liaise and manage admin related queries or issues with clients directly on behalf of the Wealth Manager
- Manage Manager
- Manage the process of preparation of client review packs (with assistance from administrative team
- Compile proposal documents based on the Wealth Manager instruction and recommendations.
- Compile
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