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
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
You've gained experience doing manager research and you're keen to join a business where you can directly you? You've got what it takes to research asset managers and know how to identify good performance for 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
financial leader with a proven track record in managing diverse financial functions? If you possess a the Regional Financial Manager, you will oversee budgeting and forecasting, manage internal controls, and planning. Your role will also encompass cash management to optimize working capital and supervising a operational efficiency of the region. You'll need to manage many different entities across many jurisdictions
You've gained experience doing manager research and you're keen to join a business where you can directly you? You've got what it takes to research asset managers and know how to identify good performance for 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
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 highly successful independent wealth management firm that currently manages R1.4 billion. They provide customised software and you've dealt with NinetyOne/Investec products, you'll jump to the top of the list. You also
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 highly successful independent wealth management firm that currently manages R1.4 billion. They provide customised software and you've dealt with NinetyOne/Investec products, you'll jump to the top of the list. You also
Financial Planner with solid investment and retirement product knowledge. The business is paperless so Advanced
Financial Planner with solid investment and retirement product knowledge. The business is paperless so Advanced
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