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 renowned for its innovative approach to wealth management and client-centric solutions. With a strong foothold
industry? Is this you? You've got your investment-related degree, gained some technical admin experience You thrive in a fast-paced environment where managing priorities efficiently is key and you enjoy working finesse. Your responsibilities will also include managing E-Banking users, handling client queries, and investment positions. You'll enjoy the challenge of managing various administrative tasks independently while leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory
a passion for regulatory compliance and risk management in the investment sector backed by a solid understanding be doing it You'll be joining a leading wealth management firm based in Cape Town CBD, renowned for their 2 years of experience in compliance and risk management within the investments sector, with a solid understanding and POPIA regulations. Experience in managing compliance-related queries and engaging with stakeholders
doing it You'll be joining a renowned wealth management firm with a global presence and a commitment CISCA, FICA, and POPIA, along with strong project management skills and the ability to navigate complex regulatory
or audited financial services. You're adept at managing deadlines and you want to elevate your career presence, specializing in wealth and investment management. With a commitment to excellence and a culture a market-related salary as well as an opportunity to join a well-established wealth manager who can offer
industry? Is this you? You've got your investment-related degree, gained some technical admin experience You thrive in a fast-paced environment where managing priorities efficiently is key and you enjoy working finesse. Your responsibilities will also include managing E-Banking users, handling client queries, and investment positions. You'll enjoy the challenge of managing various administrative tasks independently while leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory
a passion for regulatory compliance and risk management in the investment sector backed by a solid understanding be doing it You'll be joining a leading wealth management firm based in Cape Town CBD, renowned for their 2 years of experience in compliance and risk management within the investments sector, with a solid understanding and POPIA regulations. Experience in managing compliance-related queries and engaging with stakeholders
processes, ensuring accurate fund pricing, and managing comprehensive financial reporting for Retirement Accounting or equivalent. Your expertise in tax laws related to Unit Trusts, Retirement, Life, and LISP products
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 renowned for its innovative approach to wealth management and client-centric solutions. With a strong foothold
you'll be doing (and why you'll enjoy it) You will manage all project accounting activities and reporting processes, analyse trends, and support department managers with templates and guidelines. Collaborating closely closely with in-country finance and project management teams, you will ensure financial controls are