Role specification: Financial Consultant The deVere Group, a member of the CISI (Chartered Institute for Securities & Investment), is the world s largest independent financial consultancy group. With offices in over 60 countries, the business has over 6
Wealth Manager Administrators Location: Cape Town Northern Suburbs Start Date: ASAP Senior administrative team lead - Team management experience preferable Remuneration: R18 000 - R 28 000 General investment administrator - Strong insurance and investment administration skills required. Remuneration R 15 000 - R30 000 Requirements: 3 - 5> Years insurance and investments administration experience ...
Where you'll work Established in 1998, this leading, award winning, global financial services company provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client services and continue to work passionately towards implementing client-centric solutions. This financial service...
Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Wealth Manager is to tell the companys story to as many ideal clients, to ensure increase in AUM as per targets, to cross sell the services of the ...
Do you make all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you. You've got the admin skills with a can-do attitude and on top of this, you are passionate about financial planning. What you'll be doing (and why you'll enj...
Do you make all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you. You've got the admin skills with a can-do attitude and on top of this, you are passionate about financial planning. What you'll be doing (and why you'll enj...
Where you'll work Established in 1998, this is a leading, award winning, global financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client services and continue to work passionately towards implementing client-centric solutions. This financi...
Where you'll work Established in 1998, this leading, award winning, global financial services company provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client services and continue to work passionately towards implementing client-centric solutions. This financial service...
Our client, a leading Wealth & Investment Firm is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division. This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder relationship management and client engagement, in line with the client's business strategy.Job Responsibilities: Ensuring...
Our client, a leading Wealth & Investment Firm is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division. This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder relationship management and client engagement, in line with the client's business strategy.Job Responsibilities:Ensuring ...
JOB DESCRIPTION | WEALTH ASSISTANT CAPE TOWN Job summary One of our esteemed clients, being a leader in providing cost effective investment solutions, has an exciting vacancy for the position of Wealth Assistant. The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on investme...
A prominent Wealth Management firm is seeking an energetic young investment professional to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth HNW clients. The ideal candidate should possess a good understanding and some exposure to investment and wealth management, investment strategies, offshore and local structuring, and financial pla...
Who are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary an...
Job Purpose: Our client is looking for an exceptional Wealth Management Learning Specialist who is committed to developing their potential, have a strong individual performance and thrive in a collaborative environment. As a successful candidate you would be responsible for the following: Enabling learning and development for the company's stakeholders through analysis, design, development, imple...
Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner , based on Cape Town The main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial well-being Duties and Responsibilities : Preparation of Records of A...
Wealth Planner - Private & Business Banking Job Overview Business Segment: Personal & Private Banking Location: ZA, Western Cape, Cape Town, Hermanus To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide solutions with respect to estate planning, risk planning, b...
Location: Cape Town, South AfricaDate Posted: Apr 15, 2024 Recruitment for a Manager Offshore Fund Accounting Apex Group Ltd., established in Bermuda 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and 10,000 employees upon the close of announced acquisitions, Apex delivers and extensive range of services to asset managers, capital markets, private clients...
Role: Hydraulic Technician (Offshore)The role of a Hydraulic Technician (Offshore) involves crucial responsibilities related to the maintenance and repair of hydraulic machinery and equipment in offshore mining and plant operations.Duties and Responsibilities:Safety Compliance: Ensure strict adherence to Group Safety and Security policies to maintain a safe working environment.Risk Assessment: Co...
The role of a Hydraulic Technician (Offshore) involves crucial responsibilities related to the maintenance and repair of hydraulic machinery and equipment in offshore mining and plant operations.Duties and Responsibilities:Safety Compliance: Ensure strict adherence to Group Safety and Security policies to maintain a safe working environment.Risk Assessment: Conduct comprehensive Risk Assessments ...
Job Description A bank in Cape Town are looking for Private wealth advisors.Requirements:Qualification - Certified Financial Planner (CFP) or in process/NQF 7 Qualification and signed off from supervision. Experience - 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment Additional Knowledge - Full understanding of money management...
Overview Hire Resolve s client is a leading financial services and wealth management firm specializing in risk management and actuarial consulting. They are seeking a Junior Actuarial Analyst with 2 years of experience to join the team in Cape Town. Responsibilities: Support the actuarial team in developing and maintaining models. Analyze data for accuracy and reliability. Assist in financial pro...
The Maintenance Engineer (Office and Offshore)The Maintenance Engineer (Office and Offshore) plays a crucial role in ensuring the safe and efficient operation of mining and plant systems, including vessels, in compliance with safety standards and technical requirements.Duties and Responsibilities:Safety and Security Compliance: Ensure adherence to Group Safety and Security policies and promote a ...
IGrow Wealth Investments, South Africa's #1 Property Investment Company, is looking for a Booking Agent to join their team in Cape Town.Requirements:Grade 12At least 2 years of experience in a telesales roleMake 100 120 calls per dayMaintain professional telephone etiquettePositive, can-do attitudeBe professionalExperience in the property industry beneficialDuties and Responsibilities:Calling our...
Description Responsibilities will include the following:of instructionsof instructionsand maintaining client informationdeposit matchingon client / investor queriesof instructionsIndexing and Quality Control:To triage and ensure that instructions are dealt with appropriately within the turnaround times and cut-offs as per the service level agreement (SLA)To ensure all relevant information and or ...