Senior Accountant sought for financial services industry (office based position) Full function accounting The successful incumbent will be responsible for managing 2 staff members. Full function accounting duties The successful incumbent will be responsible for managing 2 staff members. Requirements - Qualifications
work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including
work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including
Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: market related more senior members of the team to offer meaningful analysis and support to successfully manage a suit to discretionary managed clients • Monitor and assess incumbent and current managers alongside the portfolio portfolio managers and investment research teams • Understands the construction of client portfolios and to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a
Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: market related more senior members of the team to offer meaningful analysis and support to successfully manage a suit to discretionary managed clients • Monitor and assess incumbent and current managers alongside the portfolio portfolio managers and investment research teams • Understands the construction of client portfolios and to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a
is within the Retail Division of our client's business. The job requires the candidate to work actively instructions in respect of: o New business transactions o Existing business transactions (investments, retirement's Requirements § Relevant experience – Relevant Business Degree and/or Job Related Experience would be Accuracy and Attention to Detail § Excellent Time Management Skills § Excellent Problem Solving Skills § Excellent
is within the Retail Division of our client's business. The job requires the candidate to work actively instructions in respect of: o New business transactions o Existing business transactions (investments, retirement's Requirements § Relevant experience – Relevant Business Degree and/or Job Related Experience would be Accuracy and Attention to Detail § Excellent Time Management Skills § Excellent Problem Solving Skills § Excellent
a recent graduate with Accounting and/or Risk Management as part of their completed degree, or where previous Risk Officer: o Compliance reporting on behalf of business unit: internal and external (statutory) requirements necessity: B Com (Accounting) or B Com Honours in Risk Management • Completed accounting or auditing articles •
a recent graduate with Accounting and/or Risk Management as part of their completed degree, or where previous Risk Officer: o Compliance reporting on behalf of business unit: internal and external (statutory) requirements necessity: B Com (Accounting) or B Com Honours in Risk Management • Completed accounting or auditing articles •
etc. of client correspondence, diary and event management. Key requirements for applicants: • Previous