SUMMARY: Fiduciary Specialist | Cape Town POSITION INFO: Our client is a leading provider of investment, wealth..., and estate planning services tailored to high-net-worth individuals, families, select institutions, and charities...
Client Onboarding Specialist plays a critical role within the Middle Office / Investment Operations team. This position... Onboarding Specialist will have the chance to make a significant impact on the onboarding process, ensuring compliance...
: Investment Management Job Summary: The Proposal Specialist is a key player in supporting the business development efforts... quality standards. Adhere to JSE compliance requirements and support the Compliance Officer in ensuring compliance...
: Investment Compliance Support Services is first and foremost the regulatory specialist in the Investment Compliance Support... best results for the clients. Supporting the business development effort in expanding the Compliance Support Services function...
will work alongside and support the local Compliance team and Compliance Manager and Investment Legal Specialist to assist staff... Compliance Administrator will report to the Compliance Manager and Investment Legal Specialist based in Bellville. Disclaimer...
Job Summary Our client is a leading provider of investment, wealth, and estate planning services tailored to high-net...-worth individuals, families, select institutions, and charities. They are seeking a knowledgeable Fiduciary Specialist...
-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered... ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support...
: BCom, B.Compt, or equivalent essential 3-5 years experience in financial services, particularly in investment, stockbroking...Job Summary Our client is seeking an agile and driven individual to support the Head of Operations and Dealing desks...
-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered... ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support...
for the credit working group and support additional duties as needed. Analyze credit investments, prepare investment papers... ESG/sustainability investment reviews. Qualifications & Experience: CA(SA) designation with financial services audit...
. Maintain strong financial controls, ensuring audit readiness and compliance with regulatory and tax requirements. Support... or financial services experience is required Strong knowledge of life insurance and life-wrapped investment products. Experience...
working group and support additional duties as needed. Analyze credit investments, prepare investment papers, and present.../Sustainability investment reviews. Qualifications & Experience: CA(SA) designation with financial services audit experience...
working group and support additional duties as needed. Analyze credit investments, prepare investment papers, and present.../Sustainability investment reviews. Qualifications & Experience: CA(SA) designation with financial services audit experience...
for conducting financial needs analysisfor both Life and Investment planning needs, utilize extensive expertise toprovide financial... Customer PropositionsIdentify the products or services that best meet the customer's stated needs, usepersonal expertise...
for conducting financial needs analysisfor both Life and Investment planning needs, utilize extensive expertise toprovide financial... Customer PropositionsIdentify the products or services that best meet the customer's stated needs, usepersonal expertise...
for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client... and provide financial advice. Sell Customer Propositions Identify the products or services that best meet the customer...
and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base.... Sell Customer Propositions Identify the products or services that best meet the customer's stated needs, use personal...