Fiduciary Manager jobs

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...

Who are we? The Retail Affluent cluster is responsible for Sanlam s retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth...

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...

FINANCE MANAGER - Job at SA Research & Innovation management Association t/a SARIMA in Centurion SA Research & Innovation management Association t/a SARIMA FINANCE MANAGER Centurion Permanent Full Time Published: 6 days ago Non EE/AA Easy apply Introduction The Southern African Research and Innovation Management Association (SARIMA) is an association of Research and Innovation Managers that opera...

As a Trusts and Beneficiary Funds Consultant - you will be responsible for the devvelopment and maintenance of the relationships with institutional funds in order to grow our assets under management as well as acquire new funds 1. Provide Sales Support to National Sales Manager. 2. Responsible for sales administration. 3. Providing guidance to internal and external clients in respect of the Benef...

As a Trusts and Beneficiary Funds Consultant - you will be responsible for the devvelopment and maintenance of the relationships with institutional funds in order to grow our assets under management as well as acquire new funds 1. Provide Sales Support to National Sales Manager. 2. Responsible for sales administration. 3. Providing guidance to internal and external clients in respect of the Benef...

Who are we? The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth...

ENVIRONMENT: AN innovative Eye Care Specialist is in search of a Financial Accountant tasked with overseeing the preparation of financial accounts and Audits, developing accounting policies and procedures, maintaining asset registers, financial records, and stock control. The role involves managing controls and documentation for income and expenditure, as well as aiding in the preparation of fina...

Support Manager Operations - TygervalleyFull job descriptionWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including co...

DataFin was established in 1999. We pride ourselves on the fact that we have established relationships with industry leaders and a vast majority of our business is repeat business. ENVIRONMENT: AN innovative Eye Care Specialist is in search of a Financial Accountant tasked with overseeing the preparation of financial accounts and Audits, developing accounting policies and procedures, maintaining ...

DataFin was established in 1999. We pride ourselves on the fact that we have established relationships with industry leaders and a vast majority of our business is repeat business. ENVIRONMENT: AN innovative Eye Care Specialist is in search of a Financial Accountant tasked with overseeing the preparation of financial accounts and Audits, developing accounting policies and procedures, maintaining ...

The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing private clients of the companny that form part of the Wealth Team's allocated client book. The CRO provides first class service to clients and as such maintains and increases the Company's market share in the areas of Funds Under Management. These individuals build a trusting relationship with ...

The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing private clients of the companny that form part of the Wealth Team's allocated client book. The CRO provides first class service to clients and as such maintains and increases the Company's market share in the areas of Funds Under Management. These individuals build a trusting relationship with ...

THE BANK:Established in 1964, the African Development Bank is the premier pan-African development institution, promoting economic growth and social progress across the continent. There are 81 member states, including 54 in Africa (Regional Member Countries). The Bank s development agenda is delivering the financial and technical support for transformative projects that will significantly reduce p...

The purpose of this role is to To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments Experience: 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at junior entry management level Experience in providing tailored wealth management...

The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated client book. The CRO provides first class service to all clients and as such maintain and increase the Company's market share in the areas of Funds Under Management. These individuals build a trusting relationship with our pri...

The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated client book. The CRO provides first class service to all clients and as such maintain and increase the Company's market share in the areas of Funds Under Management. These individuals build a trusting relationship with our pri...

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 a...

Job Classification Job Family Sales and Services Career Stream Fiduciary Leadership Pipeline Manage Self: Technical FAIS Affected Job Purpose To administer deceased estates and to add value to the business by referring sales leads to the rest of Nedbank Group so as to create holisitic value proposition for our clients Job Responsibilities Contribute to a culture conducive to the achievement of tr...

What will you do?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, fiduci...

THE BANK:Established in 1964, the African Development Bank is the premier pan-African development institution, promoting economic growth and social progress across the continent. There are 81 member states, including 54 in Africa (Regional Member Countries). The Bank's development agenda is delivering the financial and technical support for transformative projects that will significantly reduce p...

Introduction Multi-national wealth management company entrusted with the management, fiduciary oversight and administration of in excess of US$150bn. Represented in 14 countries and a strong presence in S.A. Description WORKING RELATIONSHIPS This role forms part of the Investment Management Team based in the Johannesburg office and also has a strong working relationship with the Investment team i...

Introduction Multi-national wealth management company entrusted with the management, fiduciary oversight and administration of in excess of US$150bn. Represented in 14 countries and a strong presence in S.A. Description WORKING RELATIONSHIPS This role forms part of the Investment Management Team based in the Johannesburg office and also has a strong working relationship with the Investment team i...

Purpose of the role: The role requires a deep understanding of financial regulations, risk management methodologies, and developing and implementing effective risk mitigation strategies. In your role as Risk Manager, you will have the responsibility of recognising, evaluating, and alleviating risks spanning every facet of our business. This encompasses legal and regulatory compliance, along with ...