Job category: Wealth Management & Retail Investments

ESTATES OFFICERS, JOHANNESBURG AND CPT

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 Court Able to handle high volumes and work under pressure Relevant Legal qualification is required Please Contact Nasreen or… Continue reading ESTATES OFFICERS, JOHANNESBURG AND CPT


BUSINESS DEVELOPMENT MANAGER

Financial Services Clients are looking for seasoned Business Development Managers who look after IFA. Minimum 4-5 years in Business Development/ Sales looking after Independent Financial Advisors. Must have strong relationships with IFA’s in Gauteng and/or Western Cape. Qualification: Commerce related Qualification and RE5 non negotiable. Based in Johannesburg/Cape Town EE Candidates Preferred. Please contact Nasreen… Continue reading BUSINESS DEVELOPMENT MANAGER


PORTFOLIO MANAGEMENT ASSISTANTS, CAPE TOWN AND STELLENBOSCH

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


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 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