your career within the Investment industry? Is this you? You've got your investment-related degree, gained into the real technical admin that makes the investment industry tick. You are meticulous and organized passion for the investment world. You thrive in a fast-paced environment where managing priorities efficiently ensuring the seamless execution of banking and investment transactions. From opening and closing accounts also include managing E-Banking users, handling client queries, and reconciling investment positions. You'll
As a Portfolio Administrator, you will support Portfolio Managers, process applications, and interact beneficial)
renowned for its excellence in wealth management and investments. The practice have received numerous retirement and investments. As a Portfolio Administrator, you will support Portfolio Managers, process applications Finance beneficial) Previous administrative experience in an investment or similar environment Fluency
determine suitable investment strategies
assessment, and return calculations to pilot investment options
Job Experience
more years of experience in business investment
Our client's products include unit trusts, multi-managed funds and solutions, shares and other securities assessment, and return calculations to pilot investment options Job Experience & Skills Required: beneficial 4 or more years of experience in business investment Robust communication and presentation skills
A prominent Wealth Management firm is seeking an energetic young investment professional to join their understanding and some exposure to investment and wealth management, investment strategies, offshore and local focus will be on assisting Senior Wealth Managers in managing a portfolio of clients, but the ideal candidate Wealth Manager over time. Key to this role is a sparkle in the eyes and a passion for investments. Client Client Relationship Management Collaboration with Tax Advisors, Fiduciary Specialists, and Other External
Summary of Role The Core Operations Manager would manage the day-to-day operations of the companies in closely with the other members of the global investment, sales, software development and support teams including ensuring the accurate implementation of investment mandates and client instruction via the financial with investment platforms. Liaising with representatives and managing the performance of management companies companies. Managing and leveraging internal resources to ensure effective and efficient operations. Minimising
Our client, a leading global asset manager is seeking to appoint a Chief Financial Officer (CFO) who financial management, and operational efficiency, contributing significantly to the executive management team Contribute to the executive management team, influencing overall strategy and growth. Manage financial operations governance framework. Min 10 years in Asset Management/investment management company 15 - 20 years' experience Finance CA (SA) South African Citizen Executive Management experience Exco and Board level engagement
Our client, a leading global asset manager is seeking to appoint a Chief Financial Officer (CFO) who financial management, and operational efficiency, contributing significantly to the executive management team Contribute to the executive management team, influencing overall strategy and growth. Manage financial operations governance framework. Min 10 years in Asset Management/investment management company 15 - 20 years' experience Finance CA (SA) South African Citizen Executive Management experience Exco and Board level engagement