Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team... and advising on approved investment and risk solutions. Client Education and Retention: Educates clients on products...
A client-centric investment management team sees a Wealth Manager Assistant to join their team. Lovely, stable... internal teams are actioning investment payments or investments are managed on time, secretarial support and dealing...
a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their local and offshore... investment and fiduciary needs. Formulate tactical strategy and associated delivery plans related to single practice areas...
Job Summary The Wealth Manager is responsible for: Servicing of existing clients, including the review... and managing of their Portfolios in terms of company policy; Support to Wealth Planners in terms of generating new business...
A client-centric investment management team sees a Wealth Manager Assistant to join their team. Lovely, stable... internal teams are actioning investment payments or investments are managed on time, secretarial support and dealing...
/incident management ITIL V4 certified Investment management or wealth management industry experience COBIT knowledge...Job Description This is a brilliant opportunity for an IT Problem Manager to manage the full IT problem resolution...
with/remind the Wealth Manager/Advisor Handling of retirement claims, mainly focusing on Public sector funds. Section 14...’ Wills in consultation with the Wealth Manager/Advisor Make payments on behalf of clients through the Investec corporate...
Financial Advisor (Life & Wealth) - Cape TownFull job descriptionJOB PURPOSEThe Financial Advisor will be responsible... for conducting financial needs analysisfor both Life and Investment planning needs, utilize extensive expertise toprovide financial...
Financial Advisor (Life & Wealth) - Cape TownFull job descriptionJOB PURPOSEThe Financial Advisor will be responsible... for conducting financial needs analysisfor both Life and Investment planning needs, utilize extensive expertise toprovide financial...
for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client... from a supervisor or manager for any exceptions from mandatory procedure. Personal Capability Building Develop own capabilities...
and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base... and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager...
team dedicated to taking your wealth further. The company is the first Linked Investment Service Provider (LISP) in the... South African investment industry to publish the Environmental, Social and Governance (ESG) rating of its own locally...
life's financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH. What will you do? This is a management role... within the regional (geographical) distribution structure reporting to the Regional General Manager. The role...
reflects this. Job Description Role Overview We have an exciting opportunity for an experienced Finance Manager... strong partnerships with other finance teams within the Old Mutual Wealth business, as well as other business units across the group...
operational and administrative support to the wealth manager, as well as client information gathering – internally and externally... and the full financial needs analysis based on clients' needs and goals; You will be responsible for assisting wealth...
and has grown to become one of Africa's largest investment management companies. This company is an investment management firm... focussed on building long-term wealth for their clients. The company's primary goal is to achieve long term wealth creation...
female-owned and managed Investment Manager. Since 2009, they’ve built a reputation for delivering sustainable wealth...About the Company Our client is a trailblazing investment manager with a proud history as South Africa’s first Black...
-owned and managed Investment Manager. Since 2009, they’ve built a reputation for delivering sustainable wealth creation... is for you! About the Company Our client is a trailblazing investment manager with a proud history as South Africa’s first Black female...
female-owned and managed Investment Manager. Since 2009, theyve built a reputation for delivering sustainable wealth creation...About the Company Our client is a trailblazing investment manager with a proud history as South Africas first Black...
for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the..., hedge fund or asset manager, or wealth management firm is especially valuable. Hands-on experience implementing...