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
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: market related Qualifications • Minimum requirement of a bachelor's degree which can be FAIS recognised • B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physi
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
implementation of) is advantageous. Market Related based on experience.
Providing market support. Leading and managing the purchasing team. Desired qualifications and experience: Minimum
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
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activities A relevant Marketing degree or diploma A minimum of 2 - 3 years' experience in a Marketing position
effectiveness of marketing campaigns and optimize marketing spend Experience: Minimum of 5 years in a data science Python or another programming language Marketing Data: Experience working with marketing data is beneficial
General Website Updates. ● Matric ● Marketing Diploma / Degree ● Experience in Websites and Digital aspects