Have you built a base in terms of wealth management and eager to transition over to a bigger corporate brand? Is this you? You are an experienced Wealth Manager with a knack for hunting for new clients while be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving renowned for its innovative approach to wealth management and client-centric solutions. With a strong foothold
someone like you to handle sophisticated tax operations and client interactions. What you'll be doing Additionally, you will deal directly with clients and manage client correspondence, conduct research, and contribute skills (including MS Office). You must be able to manage your time effectively, and deliver results under
You'll play a crucial role in our finance team, managing accounts payable tasks with precision and efficiency your expertise will directly contribute to our operational excellence. You'll harness the full potential
processes, ensuring accurate fund pricing, and managing comprehensive financial reporting for Retirement emphasizing integrity and accountability across their operations. You'll be based in professional offices in Claremont
Have you built a base in terms of wealth management and eager to transition over to a bigger corporate brand? Is this you? You are an experienced Wealth Manager with a knack for hunting for new clients while be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving renowned for its innovative approach to wealth management and client-centric solutions. With a strong foothold
You thrive in a fast-paced environment where managing priorities efficiently is key and you enjoy working finesse. Your responsibilities will also include managing E-Banking users, handling client queries, and investment positions. You'll enjoy the challenge of managing various administrative tasks independently while leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory
You thrive in a fast-paced environment where managing priorities efficiently is key and you enjoy working finesse. Your responsibilities will also include managing E-Banking users, handling client queries, and investment positions. You'll enjoy the challenge of managing various administrative tasks independently while leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory
a passion for regulatory compliance and risk management in the investment sector backed by a solid understanding be doing it You'll be joining a leading wealth management firm based in Cape Town CBD, renowned for their 2 years of experience in compliance and risk management within the investments sector, with a solid understanding CISCA, FICA, and POPIA regulations. Experience in managing compliance-related queries and engaging with stakeholders
a passion for regulatory compliance and risk management in the investment sector backed by a solid understanding be doing it You'll be joining a leading wealth management firm based in Cape Town CBD, renowned for their 2 years of experience in compliance and risk management within the investments sector, with a solid understanding CISCA, FICA, and POPIA regulations. Experience in managing compliance-related queries and engaging with stakeholders
or audited financial services. You're adept at managing deadlines and you want to elevate your career presence, specializing in wealth and investment management. With a commitment to excellence and a culture opportunity to join a well-established wealth manager who can offer exposure within the industry by working