Minimum Requirements: Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services...
plan to ensure achievement of the compliance plan objectives; Assist the Compliance Manager in the maintenance... monitoring plan and report findings to the Compliance Manager; Liaise with internal departments, co-ordinate meetings with line...
Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team..., or a related field. Experience: Significant experience in delivering custom-built solutions for client wealth portfolios...
A client-centric investment management team sees a Wealth Manager Assistant to join their team. Lovely, stable...
Wealth Manager - Cape TownFinanceR 25 000 - R35 000 MonthlyJob ref: F000089/LDVacancy type: Permanent... Manager Minimum Requirements:Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services...
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...
Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part ...
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.... Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.Personal Capability...
Financial Advisor (Life & Wealth) - Cape TownFull job descriptionJOB PURPOSEThe Financial Advisor will be responsible.... Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.Personal Capability...
from a supervisor or manager for any exceptions from mandatory procedure. Personal Capability Building Develop own capabilities... Education Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits (NQF5) in Wealth management (Non...
and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager... Education Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits (NQF5) in Wealth management (Non...
plan to ensure achievement of the compliance plan objectives; Assist the Compliance Manager in the maintenance... monitoring plan and report findings to the Compliance Manager; Liaise with internal departments, co-ordinate meetings with line...
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 7-month contract opportunity in Old Mutual Wealth... for an experienced Finance Manager to lead the Finance Consolidation Team. The successful candidate will be responsible for the full...
Job Description This is a brilliant opportunity for an IT Problem Manager to manage the full IT problem resolution...'s leading wealth management firms, the company is looking to grow its market presence through delivering innovative and state...
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...
Microsoft Dynamics 365 (D365) software line. Role Overview Our client is looking for a talented Project Manager to form part... and assisting in pre-sales activities. The Project Manager will also be: Determining the implementation method to be used on the...
About the job Relocate to Malta Project Manager (Project Delivery)(Consulting/Big 4) Our client's Microsoft Business... Overview Our client is looking for a talented Project Manager to form part of their project delivery team, who is eager...