investment services

Requirements: BCom or other Commerce related degree Marketing knowledge 5-10 years of CRM relationship management in financial services) B-BBEE knowledge base an advantage Build and maintain stakeholder relationships Black-owned investment ownership knowledge of the process Client liaison and client management (CRM) Responsible and accountable for developing and maintaining long-lasting trust rel...

These jobs were popular with other job seekers Reference: CMF002969-LZ-1 One of the leading financial services companies globally with the focus being funding small to medium enterprises is looking for an Area Manager-Property Investment based in their Cape Town office. Duties & Responsibilities Qualifications: Completed B. Com Accounting Non-negotiable5 or more years of experience in Business In...

Job DescriptionTo identify Investment opportunities and grow the Bank s deposit book by either analysing existing FNB clients requirement or by acquiring new clients In addition, offerings customers Investment solutions with the aim of ensuring that FNB is the client's primary banking institutionHello Investment SpecialistWelcome to FNB, the home of the #changeables. We design for the shapeshifte...

Job DescriptionTo identify Investment opportunities and grow the Bank s deposit book by either analysing existing FNB clients requirement or by acquiring new clients In addition, offerings customers Investment solutions with the aim of ensuring that FNB is the client's primary banking institutionHello Investment Specialist Welcome to FNB, the home of the #changeables. We design for the shapeshift...

Description Our client in the financial services industry is looking for an Investment Reporting Specialist / Business Analyst at their offices in Pretoria. The Reporting Specialist will play a key role in the development of effective client-centric investments reports, the testing of the complex calculation based on the correct underlying data and ensuring compliance of the reports with the nece...

Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in Cape Town. Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in ...

Reference: NFR003649-CAY-1 Join a global investment firm as an Investment Portfolio Analyst . This role is base in Johannesburg, Gauteng. Here is an opportunity to cement yourself as a member of a high achieving portfolio management team, for an organization that offers investors unique insights and futuristic guidance to mitigate risk factors that could hinder the growth of their funds. As an In...

Location: Cape Town, South AfricaDate Posted: May 3, 2024 The A ssociate will be a core member of the Investment Advisory team, contributing to a variety of high-impact projects for institutional clients. The team provides a full range of advisory and investment services including strategic asset allocation, portfolio construction, manager selection, investment and operational due diligence, on-g...

Location: Cape Town, South Africa Date Posted: May 3, 2024 The A ssociate will be a core member of the Investment Advisory team, contributing to a variety of high-impact projects for institutional clients. The team provides a full range of advisory and investment services including strategic asset allocation, portfolio construction, manager selection, investment and operational due diligence, on-...

Are you an experienced Investment Analyst eager to make an impact? We are in search of a Senior Investment Research Analyst to join a company where your expertise and innovation will thrive. If you excel at detailed research, creating financial solutions, and providing top-notch client service, then this is the role for you! Key Responsibilities: Perform comprehensive investment research to creat...

Investment Operations Specialist: Denker CapitalAbout Denker Capital: About the role: We are looking for someone to join our team as an Investment Operations Specialist.The successful candidate will be responsible for investment operations, supported by an Investment Operations Administrator, and will work closely with the management and investment teams. This is an excellent opportunity for some...

Reference: NFP014209-Roby-1 Transform Financial Markets: Become The Next Investment Operations Specialist and Lead with Innovation! One of the biggest Insurers in Africa is looking to grow their investments team by recruiting the next best Investment Operations Specialist. You will be part of the team that oversees back office operations and provides support for trade settlement and confirmation ...

Our client in the financial services industry is looking for an Investment Reporting Specialist / Business Analyst at their offices in Pretoria.The Reporting Specialist will play a key role in the development of effective client-centric investments reports, the testing of the complex calculation based on the correct underlying data and ensuring compliance of the reports with the necessary regulat...

The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver advice to larger/more complex clients. This cove...

The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver advice to larger/more complex clients. This cove...

Agile Business Analyst - Financial Services Agile Business Analyst - Financial Services Are you ready for an exciting career opportunity? We're looking for a dynamic Agile Business Analyst to join our team! Mukuru is one of the fastest growing fintech companies in Southern Africa. The company operates in several jurisdictions in SADC and Europe and is backed by the largest Africa focused US priva...

These jobs were popular with other job seekersThis role is responsible for managing one or more projects within the constraints of scope, quality, time and cost, within the project governance framework. The incumbent is individually accountable for achieving results through the efforts or others. Responsible for managing one or more projects within the constraints of scope, quality, time and cost...

Our client in the financial services industry is looking for an Investment Reporting Specialist / Business Analyst at their offices in Pretoria. The Reporting Specialist will play a key role in the development of effective client-centric investments reports, the testing of the complex calculation based on the correct underlying data and ensuring compliance of the reports with the necessary regula...

These jobs were popular with other job seekersAre you passionate about efficiency and ready to lead operations? Is this you? You have a knack for overseeing operations, good problem-solving skills, and a proactive approach to task completion, with a good understanding of investment operations. What you'll be doing (and why you'll enjoy it) As Operations Manager, you'll be responsible for streamli...

Momentum Securities provides a full range of stockbroking services supported by market-leading investment management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise bespoke solutions for your individual needs, with all our expertise at your disposal. We provide a comprehensive range of stockbroking sol...

Momentum Securities provides a full range of stockbroking services supported by market-leading investment management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise bespoke solutions for your individual needs, with all our expertise at your disposal. We provide a comprehensive range of stockbroking sol...

Our client in the financial services industry is looking for an Investment Reporting Specialist / Business Analyst at their offices in Pretoria.The Reporting Specialist will play a key role in the development of effective client-centric investments reports, the testing of the complex calculation based on the correct underlying data and ensuring compliance of the reports with the necessary regulat...

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We hel...

Location: Newlands, Cape Town, Western CapeRemuneration: R25 000.00 basic commission A financial services client is looking for a financial planning professional to join their growing team of Investment Planners. The role is ideal for a financial professional with 3-5 years' working experience in the area of financial planning and investment advice. Experience in onboarding and servicing clients ...