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- ...– Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services... ...of Advice and ensure compliance with FAIS and FICA Compile asset allocation reports, proposals, and financial needs analyses...
The Recruitment Council
Claremont, Cape Townmore than 2 months ago - ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area: Main Activities: 1. Administrative support to Wealth Manager a. Prepare and collate new client onboarding documentation. b. Oversee the management and updating of client CRM...
The Recruitment Council
Claremont, Cape Town24 days ago R 420,000 pa
...event support, content creation, internal communication, and brand management across the group of companies. Key Responsibilities:... ...identity is consistently applied across all platforms. Design assets using Canva, Adobe, or other DTP tools. Manage branded inventory...The Recruitment Council
Claremont, Cape Town2 days ago- ...Commercial Success! POSITION INFO: Role: Legal Advisor Location: Claremont A premier wealth management group, known for its holistic approach to financial planning , asset management, and fiduciary services, is seeking an experienced Legal Advisor to support its...
The Recruitment Council
Claremont, Cape Town9 days ago - ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer, and a treasury outsource company... ...group companies and business units, such as wealth management, asset management, collective investment scheme management, linked...
The Recruitment Council
Claremont, Cape Town21 days ago R 37,500 per month
...Description: Are you a dynamic finance professional with a passion for operational excellence and project delivery within the asset management or fund operations space? My client is seeking a Fund Operations Project Specialist to join their high-performing team and...West Coast Personnel
Claremont, Cape Town21 days ago- ...e. Prepare budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to... ...articles experience • Advantage – experience in wealth and/or asset management Required Education Postgraduate Commerce degree in...
The Recruitment Council
Claremont, Cape Town24 days ago - ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury outsource company... ...of group companies and business units (e.g. wealth management, asset management, collective investment scheme management company,...
The Recruitment Council
Claremont, Cape Towna month ago - ...SUMMARY: An exciting opportunity has opened up within a boutique asset management client of mine in the credi POSITION INFO: An exciting opportunity has opened up within a boutique asset management client of mine in the credit space. My client is looking for...
CA Financial Appointments
Claremont, Cape Towna month ago - ...operational support to finance team members and assist with financial management. Project Management: Lead reporting projects and work on... ...Requirements: ~3-5 years of post-articles experience (Wealth/Asset management experience is a plus) ~ Postgraduate Commerce...
The Recruitment Council
Claremont, Cape Townmore than 2 months ago - ...to support the credit function process for fixed income products and analysis of credit as an asset class, while also contributing to Fixed Income research and the management of Fixed Income portfolios. Duties and Responsibilities · Liaise with arrangers...
- ...a HOD: Business Services based at the client in Kenilworth. Manage the full financial function of the business including corporate... ...organization and the retail stores as well as excellent management of assets register tasks. Achievement of internal and external audit...
- ...qualified and experienced Accountant to join their finance team. The ideal candidate will hold a degree in Accounting or Financial Management, with 3 to 5 years of solid finance experience (excluding article-only experience). Proficiency in Microsoft Office (Word, Excel,...
Status Staffing
Claremont, Cape Town7 days ago - ...existing development code base, including patches and enhancements Documenting the current code base, including ensuring proper code management and version control Developing new solutions based on business requirements Understanding business processes and aligning...
Status Staffing
Claremont, Cape Town7 days ago R 30,000 - 40,000 per month
...accurate and appropriate information on policy covers, terms and conditions Adherence to Service Level Agreements Portfolio Management Liaising with Insurers, Brokers and Suppliers Processing quotes, new policies, renewals and endorsements Accurate...The Recruitment Council
Claremont, Cape Town27 days agoR 720,000 pa
...driven Accountant / Financial Reporting Specialist to join their dynamic operations finance team. Reporting directly to the Finance Manager, this role is ideal for a qualified CA(SA) with strong post-articles experience and a passion for financial automation, reporting...The Recruitment Council
Claremont, Cape Townmore than 2 months ago- ...-year adjustments. Assist in testing system changes impacting client and five-fund tax. Offshore Platform Tax Compliance (PWP): Manage IRS Qualified Intermediary (QI) compliance including: 1042, 1042-S, and 1099 filings Withholding tax testing and validation Data...
The Recruitment Council
Claremont, Cape Town22 days ago R 480,000 pa
...departments to ensure adherence to regulatory frameworks and internal policies, contributing to the organisation’s overall risk management and governance objectives. Key Responsibilities: 1. Compliance Support and Record-Keeping Assist in drafting, reviewing,...The Recruitment Council
Claremont, Cape Townmore than 2 months agoR 480,000 pa
...relationships with brokers , clients , insurers , and suppliers Provide expert advice on policy covers, terms, and conditions Manage the full underwriting process: quotes , new business , renewals , and endorsements Ensure compliance with Service Level...The Recruitment Council
Claremont, Cape Towna month ago- ...and training while ensuring a consistently excellent client experience. Key Responsibilities Sales & Relationship Management Build and maintain strong relationships with independent financial advisers and brokerage firms. Drive business development...
- ...involves engaging prospective clients, presenting value-based insurance offerings, and ensuring exceptional client relationship management. Bilingual fluency in English and Afrikaans is essential. Requirements Key Responsibilities Develop and implement...
- ...welcoming and organized environment for all guests and clients. This role is responsible for ensuring smooth front desk operations, managing inquiries professionally, and providing administrative support to the office. As the first point of contact, the Receptionist...
- ...Attaining monthly Sales Budgets # Follow up on orders and Quotations to prevent delays # Resolve customer queries and goods # Manage sales and administrative functions # Responsible for the external sales function and customer satisfactions # Offering advice...
