Africa What you'll do: As an Alternative Investment Specialist, you will be at the heart of our client's will involve delivering a hig h level of post-investment service to existing clients, ensuring that they institutional investors Deliver high level of post-investment service to existing clients Ensure regular communication with other units Represent and complement the investment teams in external engagements Enhance the company's marketing and communication teams Develop and update investment collateral for each capability Ensure product
Reference: NFP014329-CAM-1 Kickstart Your Career as a Wealth Advisor Assistant Location: Eastern Cape Are you goals? This wealth management company is looking for a motivated and detail-oriented Wealth Advisor Assistant excellent opportunity to start your career in wealth management with a leading firm dedicated to excellence satisfaction. Key Responsibilities: Support Wealth Advisors in managing client portfolios and preparing financial financial plans Assist in the preparation of investment recommendations and financial reports Conduct market
opportunity to join a very well regarded boutique wealth management firm. This position would suit someone with assisting in maintaining and developing a leading wealth management division through providing professional administrative the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate client onboarding documentation. Oversee the management and updating of client CRM profile. Liaise with and manage admin related queries or issues with clients directly on behalf of the Wealth Manager Manage
Africa What you'll do: As an Alternative Investment Specialist, you will be at the heart of our client's will involve delivering a hig h level of post-investment service to existing clients, ensuring that they institutional investors Deliver high level of post-investment service to existing clients Ensure regular communication with other units Represent and complement the investment teams in external engagements Enhance the company's marketing and communication teams Develop and update investment collateral for each capability Ensure product
Title: Investment Manager Location: Sandton Job Type: Full-time Salary: Competitive, commensurate with and experienced Investment Manager to join our client's team. The Investment Manager will be responsible responsible for managing our clients' investment portfolios and providing financial advice to help them achieve goals. Responsibilities: Develop and implement investment strategies based on clients' financial goals informed investment decisions Conduct research and perform due diligence on potential investment opportunities
Our client within the Financial and Investment services based in the UK and South Africa is currently currently recruiting for a self-motivated Wealth and Investment Manager to join their dynamic team in Cape Town the director and financial advisors with the investment planning processes and services offered to a ad-hoc requests in conjunction with the current manager. The ideal candidate should be someone with a growth well as in a virtual team. Requirements: Wealth Management or equivalent qualification (min.120 Credits
Reference: NFR003767-Abi-1 Wealth, Assets and Accounting. There is no better combination A Well-known Well-known Company is seeking a Financial Manager to Manage far over 100 Billion in Assets, The full Finance Function Function as well as Investment Products. Applications open to Charted Accountants with over 7 years in in Financial Management. Requirements: Chartered Accountant (SAICA) IFRS 9 & IFRS 17 Understanding with Investment Products Experience Required: 7 - 10 years of experience in Financial Management Investment
seasoned Financial Manager to join their investments division. This is a thrilling management role that is suited for an individual who is passionate about investments, valuations and leading a team. Duties and responsibilities experience in the financial services industry and managing a team. Advanced MS Excel proficiency. Knowledge Knowledge of Tax laws. Experience working with investment products. Excellent verbal and written communication
appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years direct experience in position, with a minimum of 3 years as a private wealth manager. Strong and fundamental understanding and knowledge Cash Instruments as well as Local and Foreign Investment Schemes is critical to this role. Must have matric
National Diploma in Financial Planning Flexibility of managing your own business