investment jobs western cape

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...

The role will include but not be limited to the following key responsibilities:OriginationHelping to review new investment opportunitiesPreparing financial models and Investment Committee papersInvestor relationsPreparing investor update presentationsCirculating summarised management accounts informationAssisting with ad hoc investor requestsPortfolio companiesReviewing and interrogating monthly ...

The role will include but not be limited to the following key responsibilities:OriginationHelping to review new investment opportunitiesPreparing financial models and Investment Committee papersInvestor relationsPreparing investor update presentationsCirculating summarised management accounts informationAssisting with ad hoc investor requestsPortfolio companiesReviewing and interrogating monthly ...

We are seeking an Investment Officer for a permanent role based in Peninsula, Western Cape.This position would suit an energetic professional with a strong accounting background. Candidates should possess the ability to build and maintain strong working relationships, have excellent negotiation skills and be results driven.Send your detailed CV, academic transcripts and other relevant documentati...

We are seeking an Investment Officer for a permanent role based in Peninsula, Western Cape. This position would suit an energetic professional with a strong accounting background. Candidates should possess the ability to build and maintain strong working relationships, have excellent negotiation skills and be results driven. Send your detailed CV, academic transcripts and other relevant documenta...

Robert Walters South Africa What you'll do: As a Treasury Analyst you will provide support to the Treasury team by performing various tasks. These tasks include preparing liquidity reports, managing cash for certain funds, maintaining bank accounts, onboarding new entities and accounts, establishing connectivity for new accounts, onboarding and maintaining credit facilities, conducting reviews of...

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 investmentsExperience: 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at junior entry management levelExperience in providing tailored wealth management s...

Find a new home for your career at ooba.We proudly contribute to the growth of our country & economy by transforming South Africa's home ownership market.It's the people at ooba who make this happen. That's why we hire great people and give them the tools needed to succeed at work. Find out why we're a good home for your career! #J-18808-Ljbffr

Reference: EL002482-MG-4 On behalf of our client, we are seeking an investment Manager for a permanent role based in Cape Town, Western Cape. This position would suit an energetic, goal-driven professional who is future-focused and competitive. The prerequisite is a BCom degree with finance or accounting included in the subject choice. Please include academic transcripts with your CV. Our client'...

Understand clients financial needs Determine clients expenses, level of income, insurance coverage, their financial objectives and goals Answer clients questions and address concerns Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals Regularly review clients bank and other accounts and analyze...

INVESTMENT ANALYST (Pre-Investment) Century City, Cape Town Competitive Package on Offer based on Qualification and years of relevant experience! Our Client, a reputable Investment Firm (Infrastructure Energy) is currently seeking to appoint an Investment Analyst to join their dynamic and growing team of professionals. One would describe you as being a numerically inclined problem solver who has ...

INVESTMENT ANALYST (Unlisted Equity) Century City, Cape Town Competitive Package on Offer based on Qualification and years of relevant experience! Our Client, a reputable Investment Firm is currently seeking to appoint an Investment Analyst to join their dynamic team of professionals. The position has the potential to develop into an investment principal role over the medium term i.e. Key duties ...

Reference: CTF018309-CJ-1 Have you been working in the corporate industry for a few years, but you're now feeling a bit tired of all the red tape? This UK investment firm has created a new role in its senior management team due to the growth they have been experiencing. Please note, this position is based in SA where you will work 100% remotely. The role will include but not be limited to the fol...

Investment Operations Technical Specialist page is loaded Investment Operations Technical Specialist Apply locations Pinelands time type Full time posted on Posted Yesterday job requisition id JR-53587 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description As a specialist in a particular field this person...

Key ResponsibilitiesProduces logical and technical specifications from functional specifications for the application environments. Does component level design utilising mainly Technology and Data Architecture Models.Assists with the designing of new systems and major changes to existing systems in consultation with the Enterprise Architect.Incumbent carries out systems analyses, design, system te...

Description 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 12 At least 2 years of experience in a telesales role Make 100 120 calls per day Maintain professional telephone etiquette Positive, can-do attitude Be professional Experience in the property industry beneficial Duties and Respon...

The Purpose of this banker is to deliver exceptional experience and education to Premier clients on basic wealth creation, accumulation and overallprotection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual MoneyManagement principlesExperience:5 to 7 years' experience in a Banking, Investment, Financial Planning, Wealth Management...

The purpose of this role is todeliver exceptional experience and education to Private Banking Clients clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principlesExperience:3 to 5 years experience in a similar environment (strong background in B...

Key Responsibilities Produces logical and technical specifications from functional specifications for the application environments. Does component level design utilising mainly Technology and Data Architecture Models. Assists with the designing of new systems and major changes to existing systems in consultation with the Enterprise Architect. Incumbent carries out systems analyses, design, system...

Who are we?Sanlam Investments Multi Manager researches, identifies, blends and manages portfolios that give you access to the best investment managers, with the aim of achieving the best possible returns at the appropriate level of risk. We design and blend unique portfolios based on a deep understanding of our clients investment aims and a fundamental insight into how they perceive risk. By deve...

The role will include but not be limited to the following key responsibilities: Origination Helping to review new investment opportunities Preparing financial models and Investment Committee papers Investor relations Preparing investor update presentations Circulating summarised management accounts information Assisting with ad hoc investor requests Portfolio companies Reviewing and interrogating...

Implement accounting policies, programs, and systems to control the entity assets and provide complete, updated and accurate financial information and recordsCreate and analyse the corporate balance sheet and P&L statements and provide relevant comments.Prepare special financial reports and financial statements such as the profit and loss statements, balance sheets, depreciation statements, cash ...

27 21 824 1820 or Carol Ann 27 82 994 6386 Bellville Hybrid up to 80k pm plus interest sharesMy client does the analyzing of SME's and entrepreneurs' businesses to determine whether or not to invest in their businesses.Qualifications:A Bcom degree, with Accounts 2,4 or more years of experience in property investment/property finance structuring.The individual needs to possess the ability to build...

27 21 824 1820 or Carol Ann 27 82 994 6386 Bellville Hybrid up to 80k pm plus interest shares My client does the analyzing of SME's and entrepreneurs' businesses to determine whether or not to invest in their businesses. Qualifications: A Bcom degree, with Accounts 2,4 or more years of experience in property investment/property finance structuring.The individual needs to possess the ability to bu...