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 be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving to wealth management and client-centric solutions. With a strong foothold in the industry, they pride
in Marketing, Communications or Public Relations Public Relations experience would prove to be advantageous on how to utilize social media platforms Market Related
knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent
A leading business in the Financial industry, based in Claremont, Cape Town is seeking to employ an experienced Energy Individual Sound Computer Knowledge Market Related
provides tailor-made lending, wealth management, asset management and transactional solutions to businesses investment strategies, private wealth management and treasury solutions. - Manage and administer the customer relationship relationship management (CRM) system to ensure smooth operation and user satisfaction - Create and maintain and from the CRM system - Stay informed about industry best practices and new CRM technologies to make Attention to detail and organizational skills. Market Related Provident and Risk Benefits Maternity Benefits
Our client in the Financial industry is currently looking for a Junior Analyst , in Claremont, Cape Town global macroeconomic research for the portfolio manager and CAM team. Building models to forecast US, European Chinese GDP and inflation. Input into portfolio manager and team's decision-making frameworks. Building classes. Collaborating with portfolio manager on daily portfolio management activities on multi-asset funds/portfolios variables/developments to provide input into the portfolio managers and the house's macro-economic assumptions that
Our client is in need of a Data Analyst who will be responsible for actively identifying any data conflicts understandable. Stakeholder Engagement: Work closely with senior stakeholders across multiple departments to understand data sets PL-300T00-A: Microsoft Power BI Data Analyst certification Possess an analytical mind, be passionate
Our client in the Financial industry is currently looking for a Junior Analyst , in Claremont, Cape Town global macroeconomic research for the portfolio manager and CAM team. Building models to forecast US, European Chinese GDP and inflation. Input into portfolio manager and team's decision-making frameworks. Building classes. Collaborating with portfolio manager on daily portfolio management activities on multi-asset funds/portfolios variables/developments to provide input into the portfolio managers and the house's macro-economic assumptions that
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Compliance Team with all required tasks as it relates to the group's day-to day compliance functions and business ethical code as well as solid time management skills to meet complex business demands and reporting scanning; Work closely with the Regulatory and Risk Manager and inform them of any potential regulatory compliance sections of the Compliance policies and procedures relating to KYC; Review KYC documents according to the
We are seeking a motivated and detail-oriented Senior Commercial Accountant to join our Finance team analysis of financial reports, including monthly management accounts, budget variance analysis, and forecasting on market trends, competitor performance, and industry benchmarks to inform strategic initiatives Collaborate of financial presentations and reports for senior management and stakeholders Annual budgeting process ACA,CA ) Strong Academic background Team lead / Management experience Good understanding of accounting principles