The implementation team is responsible for ensuring that all clients are invested in line with its respective model portfolio taking any client specific requirements (mandate, applicable legislation) into consideration and liquidity of each portfolio. Actively monitoring markets and instruments to ensure that all model portfolios are implemented efficiently. Ensure that all decisions are complian...
Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers Developing and maintaining broker relationships Review New business pipeline, follow-up and tracking Issuing of quotations Technical training of and ongoing product support to Financial Advisor...
The implementation team is responsible for ensuring that all clients are invested in line with its respective model portfolio taking any client specific requirements (mandate, applicable legislation) into consideration and liquidity of each portfolio. Actively monitoring markets and instruments to ensure that all model portfolios are implemented efficiently. Ensure that all decisions are complian...
Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers Developing and maintaining broker relationships Review New business pipeline, follow-up and tracking Issuing of quotations Technical training of and ongoing product support to Financial Advisor...
Who are we?Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring re...
Who are we?Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring re...
You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts as the representative for our client when communicating with their clients and external parties during the client take-on process and subsequent...
You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts as the representative for our client when communicating with their clients and external parties during the client take-on process and subsequent...
You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts as the representative for our client when communicating with their clients and external parties during the client take-on process and subsequent...
You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts as the representative for our client when communicating with their clients and external parties during the client take-on process and subsequent...
You will form part of the Client Onboarding and Restructures Team, which is a global team split across London and Cape Town. The team has a diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager acts as the representative for our client when communicating with their clients and external parties during the client take-on process and subsequent...
Our client who operates in the investment space seeks a Client Onboarding Manager who will act as representative for the business and essentially be responsible for all aspects of the client life cycle. The ideal individual will be able to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on the broader business. Responsibilities: ...
Banking / Finance / Investment / Insurance / Stockbroking South Africa - Western Cape , Cape Town - Cape Flats (Maccassar - Landsdowne) R16 000 - R19 000 Monthly Cost To Company (Market related) Our client is seeking an experienced Gap Claims Assessor. Requirements: Applicants must have a thorough understanding of medical aid operations or insurance policy administration and operations. Matric. R...
Banking / Finance / Investment / Insurance / Stockbroking South Africa - Western Cape , Cape Town - Cape Flats (Maccassar - Landsdowne) R16 000 - R19 000 Monthly Cost To Company (Market related) Our client is seeking an experienced Gap Claims Assessor. Requirements: Applicants must have a thorough understanding of medical aid operations or insurance policy administration and operations. Matric. R...
My client in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly qualified and exceptional individuals.They are currently looking ...
Our client who operates in the investment space seeks a Client Onboarding Manager who will act as representative for the business and essentially be responsible for all aspects of the client life cycle. The ideal individual will be able to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on the broader business. Responsibilities:C...
Our client who operates in the investment space seeks a Client Onboarding Manager who will act as representative for the business and essentially be responsible for all aspects of the client life cycle. The ideal individual will be able to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on the broader business. Responsibilities: ...
My client, and well-respected investment management business seeks a Post-trade Specialist to join their operations team. Good strong team and looking for a specialist who will ensure all trades; equity, fixed income and derivative are accurate, on time and settled. Responsibilities: Action and monitor confirmation and settlement of all trades Ensure brokers and custodians receive the required in...
Location: Cape Town, South AfricaDate Posted: Jan 26, 2024 The CIS Managing Director will form part of the Management Company's Board and will be the appointed CIS Managing Director. In conjunction with the CIS management team, the successful candidate will formulate and implement the strategic objectives for the business from an Administration, Operations, IT and Risk and Project Management pers...
Our client who operates in the investment space seeks a Client Onboarding Manager who will act as representative for the business and essentially be responsible for all aspects of the client life cycle. The ideal individual will be able to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on the broader business. Responsibilities:C...
Our client who operates in the investment space seeks a Client Onboarding Manager who will act as representative for the business and essentially be responsible for all aspects of the client life cycle. The ideal individual will be able totackle unfamiliar challenges, questions and tasks with a proactive and thoroughapproach, whilst considering impact on the broader business.Responsibilities:Co-o...
Our client who operates in the investment space seeks a Client Onboarding Manager who will act as representative for the business and essentially be responsible for all aspects of the client life cycle. The ideal individual will be able to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on the broader business. Responsibilities: ...
My client, and well-respected investment management business seeks a Post-trade Specialist to join their operations team. Good strong team and looking for a specialist who will ensure all trades; equity, fixed income and derivative are accurate, on time and settled.Responsibilities:Action and monitor confirmation and settlement of all tradesEnsure brokers and custodians receive the required infor...
Our client who operates in the investment space seeks a Client Onboarding Manager who will act as representative for the business and essentially be responsible for all aspects of the client life cycle. The ideal individual will be able to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on the broader business. Responsibilities: ...
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