You've gained experience doing manager research and you're keen to join a business where you can directly this you? You've got what it takes to research asset managers and know how to identify good performance solutions and portfolios. You'll be responsible for managing performance data, conducting detailed reporting experience in an Analyst role where you have done manager research. Attention to detail, effective communication and move into areas where your strengths lie. A market-related salary will be offered with annual performance
You've gained experience doing manager research and you're keen to join a business where you can directly this you? You've got what it takes to research asset managers and know how to identify good performance solutions and portfolios. You'll be responsible for managing performance data, conducting detailed reporting experience in an Analyst role where you have done manager research. Attention to detail, effective communication and move into areas where your strengths lie. A market-related salary will be offered with annual performance
Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical support role but the opportunities are endless. A market-related salary will be offered as well as annual
what it takes to support and empower a Wealth Manager into making a success of their business, then we enjoy it) You will support an established Wealth Manager with all the technical administration that needs be done to best service clients. This includes assisting in the preparation of financial plans, risk analysis transfers, and documents for client meetings as well as assist with portfolio reviews. Where you'll be doing it highly successful independent wealth management firm that currently manages R1.4 billion. They provide customised
what it takes to support and empower a Wealth Manager into making a success of their business, then we enjoy it) You will support established Wealth Managers with all the technical administration that needs joining a small, innovative, independent wealth management firm that provides customised financial planning determine your salary and success. You'll get a market related salary and be supported by the best in
investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well established established and focuses on managing an existing client base and not too much on new client acquisition in developing their employees. You be offered a market related salary as well as a guaranteed 13 th cheque
a Paraplanner, you'll play a crucial role in assisting Financial Advisors with comprehensive financial
financial planning and the part you enjoy most if the research and analysis that happens before you can advise responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial
have a strong background in compliance and risk management. What you'll be doing (and why you'll enjoy it) You'll review cases, manage breaches and incidents, and produce timely management information reports leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory industry, preferably within fiduciary and investment management sectors. A deep understanding of relevant legislation
share after 3 months. You will also be getting a market-related salary, medical aid, and gap cover, plus