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 why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts, cultivating the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic renowned for its innovative approach to wealth management and client-centric solutions. With a strong foothold
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 why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts, cultivating the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic renowned for its innovative approach to wealth management and client-centric solutions. With a strong foothold
or audited financial services. You're adept at managing deadlines and you want to elevate your career Johannesburg, as well as with clients and external business contacts. From identifying payment requirements presence, specializing in wealth and investment management. With a commitment to excellence and a culture opportunity to join a well-established wealth manager who can offer exposure within the industry by working
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 in this role, you'll need a completed degree in Business, Finance or Law, along with relevant certifications 2 years of experience in compliance and risk management within the investments sector, with a solid understanding CISCA, FICA, and POPIA regulations. Experience in managing compliance-related queries and engaging with stakeholders
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 in this role, you'll need a completed degree in Business, Finance or Law, along with relevant certifications 2 years of experience in compliance and risk management within the investments sector, with a solid understanding CISCA, FICA, and POPIA regulations. Experience in managing compliance-related queries and engaging with stakeholders
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
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
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
Additionally, you will deal directly with clients and manage client correspondence, conduct research, and contribute skills (including MS Office). You must be able to manage your time effectively, and deliver results under
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