include in production report. Capture policy and investment data on Elite Wealth or send data to Provider Providers when case is finalized. Add the benefits / investment details to Elite Wealth and send confirmation administrative experience in the Life Assurance or Investment industry A verifiable and positive employment
required, honours advantageous. Passion for the investment industry and building a career in the field required
transactions o Existing business transactions (investments, retirement's, withdrawals, switches, transfers
ever-growing business. Responsibilities: Provide investment advice to clients. Analyse financial Data. Insurance Insurance underwriting Identify new business. Investment strategies, tax laws, and regulatory requirements Qualifications: BCom Degree, Financial planning, Investments, Finance and wealth 3 - 5 years of experience
INVESTMENT SERVICES CONSULTANT
Perm, Salary CTC up to 288 000-336 000+ dependent
sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance a Big 4 accounting firm. Keen interest in the investment space required and articles covering Financial
achieve financial success through strategic investments and innovative financial solutions. Our team
finance. We are seeking a talented and driven Investment Financial Analyst to join our growing team.
As an Investment Financial Analyst, you will play a pivotal role in guiding our investment strategies
conducting thorough financial analyses, assessing investment opportunities, and providing strategic recommendations
valuation, and risk assessment.
for a seasoned Financial Manager to join their investments division. This is a thrilling management role suited for an individual who is passionate about investments, valuations and leading a team. Duties and responsibilities Knowledge of Tax laws. Experience working with investment products. Excellent verbal and written communication
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: Experience • 3 to 5 years of relevant experience in investments • Will be required to be a FAIS compliant representative managers alongside the portfolio managers and investment research teams • Understands the construction portfolios and products that target different kinds of investment objectives • Ensure that portfolios are kept portfolios • Understanding and regular monitoring of investment managers held in our products • Develop an understanding
internal opportunity available for the position of Investment Associate in the Rural, Township & Community the Investment Associate will play a crucial role in ensuring the fund achieves its investment goals background in deal-making, financial analysis, and investment structuring. If you possess the required qualifications process in conjunction with the legal and post-investment department. Negotiate documentation or legal PowerPoint. Understanding of the mandate and investment guidelines. Good analytical and modeling skills