Portfolio Manager Assistants are required in Stellenbosch and Cape Town, for a renowned Stockbroking and Portfolio Management company. Looking for at least 3-5 years of experience in Client Servicing/Client Liaison and Administration, ideally with Private Clients Experience in BDA and compliance exposure would be advantageous Ideally looking for a Commerce related tertiary qualification Positions based… Continue reading PORTFOLIO MANAGEMENT ASSISTANTS, CAPE TOWN AND STELLENBOSCH
Job category: Wealth Management & Retail Investments
CLIENT SERVICES & INVESTMENT SPECIALIST – EE
A diversified financial Services is seeking a Client Services and Investment Specialist. Looking for a minimum of 3 years’ experience in Client Servicing and Investment’s Client consulting, presentation and reporting back to the retirement funds and Trustees Asset consulting/LISP/retirement fund background would be ideal Qualification requirements: Degree minimum and a RE5 is preferred Employment Equity… Continue reading CLIENT SERVICES & INVESTMENT SPECIALIST – EE
TRUST OFFICER, JOHANNESBURG
A banking giant based in Johannesburg is looking for a Trusts Officer to join their experienced team. At least 5 years of experience in the end-to-end Trust administration process Ideally looking for experience in High Net Worth (HNW) Trusts Ability to work with high volumes and must have strong attention to detail Relevant Legal qualification… Continue reading TRUST OFFICER, JOHANNESBURG
ESTATES OFFICERS, PRETORIA
Are you an experienced Estates Officer looking for a new challenge? We are looking for compassionate and resilient individuals to join a fast-paced team. Looking for in-depth knowledge of the Estates administration process from inception to completion Candidates must have experience in working with complex Liquidation & Distribution (L&D) accounts Must have good relationships at… Continue reading ESTATES OFFICERS, PRETORIA
ESTATES OFFICER, JOHANNESBURG
Are you an experienced Estates Officer looking for a new challenge? A fast-paced trust company is looking for you! Looking for in-depth knowledge of the Estates administration process from inception to completion Candidates must have experience in working with complex Liquidation & Distribution (L&D) accounts Must have good relationships at the Master of the High… Continue reading ESTATES OFFICER, JOHANNESBURG
WEALTH BANKER (JOHANNESBURG / DURBAN / PORT ELIZABETH)
Searching for a new and exciting opportunity in Wealth and Investments? We are looking for seasoned Bankers to take on Wealth Banker roles in the various regions. Minimum of 7 years’ experience as a Banker to Ultra High Net Worth (UHNW) / Commercial Banking / Business Banking clients Solid experience is required in the credit… Continue reading WEALTH BANKER (JOHANNESBURG / DURBAN / PORT ELIZABETH)
WEALTH MANAGERS (WC, KZN AND GAUTENG)
A specialised Wealth Management company is looking for highly motivated, entrepreneurial and target driven individuals to take on the role of a Wealth Manager. Excellent communication skills Sound Wealth Management experience specifically in Offshore Investments Ability to build and maintain lasting relationships with new and existing networks Proven holistic financial planning strategies and solutions B.Com… Continue reading WEALTH MANAGERS (WC, KZN AND GAUTENG)
CLIENT RELATIONSHIP MANAGER – STELLENBOSCH
Top Financial Advice business is looking for a Client Relationship Manager to join their amazing team in Stellenbosch. The ideal candidate will have the below: •Attention to detail, high energy and engaging individual •Experience on the Wealth Management and /or Private Client Portfolio Management side is essential •Exposure to Asset Management, Personal Share Portfolios, and… Continue reading CLIENT RELATIONSHIP MANAGER – STELLENBOSCH
SECURITIES SALES/BUSINESS DEVELOPMENT
Established financial services company is looking for Sales/Business Development individuals with Securities experience. Ideally looking for individuals with experience in Securities, specifically share portfolios and someone with existing IFA networks/relationships At least 3 years of relevant Sales/Business Development experience Excellent verbal and written communication skills Positions based in Johannesburg, Pretoria and Durban Please contact Nivina… Continue reading SECURITIES SALES/BUSINESS DEVELOPMENT
REGIONAL HEAD: COVERAGE (BEST FIT: TRANSACTIONAL / PRIVATE BANKING / CORPORATE BANKING) CAPE TOWN
(Rem: Market Related) Bank with an exceptional reputation is recruiting a mature, seasoned and established leader who can demonstrate both gravitas and credibility, to lead a successful and results orientated team, crossing wealth, investments, private banking and transactional banking. Your 15 – 20 years’ experience (mostly in banking) across any of the above areas, as… Continue reading REGIONAL HEAD: COVERAGE (BEST FIT: TRANSACTIONAL / PRIVATE BANKING / CORPORATE BANKING) CAPE TOWN