requirement, preferably with accounting a matric level, or booking keeping /accounting diploma; unit trust/ (intermediate): MS Office suite and excel at an intermediate level •Ability to work independently, pro-active, attention
Compliance Officer This vacancy has been created within our client's risk and compliance team, based at their Cape Town office. This role is responsible for compliance support and implementation of risk and compliance policies and procedures for the advisory, fiduciary and consulting operations. The
To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow forecasts). To keep up
diligently. § Providing clients/ IFA's with superior levels of service § Maintaining records of all interactions
Investments Manager Job location: Cape Town Remuneration: market related Qualifications • Minimum requirement of and analysis • Develop an understanding of the market, risks and tools as well as systems used. • Aid quantities of portfolio and market data • Understanding of portfolio and instrument level information • Quick done • The nature of the job means that a high level of resilience and emotional maturity is required
Graduates sought for various Cape Town-based opportunities Degree from mainstream university required, honours advantageous. Passion for the investment industry and building a career in the field required. Full-time permanent positions with reputable firms. Various roles available. Degree from mains
academic profile and top ratings gained from a Big 4 accounting firm. Keen interest in the investment space
Investments Manager Job location: Cape Town Remuneration: market related Qualifications • Minimum requirement of and analysis • Develop an understanding of the market, risks and tools as well as systems used. • Aid quantities of portfolio and market data • Understanding of portfolio and instrument level information • Quick done • The nature of the job means that a high level of resilience and emotional maturity is required
Compliance Officer This vacancy has been created within our client's risk and compliance team, based at their Cape Town office. This role is responsible for compliance support and implementation of risk and compliance policies and procedures for the advisory, fiduciary and consulting operations. The
Compliance Officer This vacancy has been created within our client's risk and compliance team, based at their Cape Town office. This role is responsible for compliance support and implementation of risk and compliance policies and procedures for the advisory, fiduciary and consulting operations. The