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- ...SUMMARY: Client Investment Tax Lead POSITION INFO: A leading financial services firm is seeking a highly analytical and detail-oriented Client Investment Tax... ...tax. Offshore Platform Tax Compliance (PWP): Manage IRS Qualified Intermediary (QI) compliance including...
- ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area:... ...Wealth Manager a. Prepare and collate new client onboarding documentation. b. Oversee... ...keeping up to date with products used by service providers. b. Compile proposal documents...
- ...POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town Job Description... ...delivering high-quality service to high-net-worth clients. The ideal candidate will have strong administrative...
- ...Red Ember Recruitment is seeking to hire a HOD: Business Services based at the client in Kenilworth. Manage the full financial function of the business including corporate governance and statutory compliance of all 3 entities i.e. Provide strategic financial support...
- ...SUMMARY: Our client, based in Claremont, Cape Town, is seeking a qualified and experienced... ...a degree in Accounting or Financial Management, with 3 to 5 years of solid finance... ...feedback, and provides exceptional client service within the organization HOURS: Monday...
R 420,000 pa
...creation, internal communication, and brand management across the group of companies. Key... ...Coordinate and support events such as webinars, client functions, and exhibitions. Manage... ...copywriting. Experience in financial services is advantageous. Skills & Tools: Strong...- ...Location: Claremont A premier wealth management group, known for its holistic approach to... ..., asset management, and fiduciary services, is seeking an experienced Legal Advisor... ...insurer, and treasury services. Our client is looking for a legal professional with...
- ...companies specializing in non-banking financial services . This role is based in Cape Town .... ..., a collective investment scheme management company, a linked long-term insurer, and... ...commercial matters . Drafting and vetting client documentation and correspondence ....
R 30,000 - 40,000 per month
...based in Claremont, Cape Town, requires the services of an experienced Commercial Lines... ...with potential and existing brokers and clients, maintaining positive relationships by providing... ...Service Level Agreements Portfolio Management Liaising with Insurers, Brokers and...R 37,500 per month
...operational excellence and project delivery within the asset management or fund operations space? My client is seeking a Fund Operations Project Specialist to... ...is advantageous Strong background in financial services, particularly asset management operations Proven...- ...The company includes various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a... ...commercial nature) Drafting and vetting of client documentation and correspondence Liaising...
R 480,000 pa
...working relationships with brokers , clients , insurers , and suppliers Provide... ...policy covers, terms, and conditions Manage the full underwriting process: quotes ,... ...endorsements Ensure compliance with Service Level Agreements and Binder agreements...- ...Reporting Specialist POSITION INFO: Our client is seeking a driven and detail-oriented... ...team members and assist with financial management. Project Management: Lead reporting... ...fees, evaluate processes, and review service provider agreements. Requirements:...
- ...SUMMARY: Our client, based in Claremont, Cape Town, is seeking a skilled and motivated .NET Developer to join their dynamic team... ...Documenting the current code base, including ensuring proper code management and version control Developing new solutions based on business...
- ...recruiting on behalf of a leading financial services provider in South Africa. This organization... ...while ensuring a consistently excellent client experience. Key Responsibilities Sales & Relationship Management Build and maintain strong relationships...
- ...This role involves engaging prospective clients, presenting value-based insurance offerings... ...exceptional client relationship management. Bilingual fluency in English and Afrikaans... ...teams to enhance client experience and service delivery. Minimum Requirements...
R 720,000 pa
...Reporting! POSITION INFO: Job Description: A leading financial services firm is looking for a highly motivated and detail-driven... ...operations finance team. Reporting directly to the Finance Manager, this role is ideal for a qualified CA(SA) with strong post-articles...- ...and organized environment for all guests and clients. This role is responsible for ensuring smooth front desk operations, managing inquiries professionally, and providing... ...the company’s purpose of delivering long-term service and investment excellence to clients by maintaining...
R 480,000 pa
...Associate Division/Department: Operations | Group Shared Services Reporting to: Head of Compliance Location: Claremont Position... ...policies, contributing to the organisation’s overall risk management and governance objectives. Key Responsibilities: 1....- ...e. Prepare budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to... ...evaluate existing processes and recommend changes c. Review service provider agreements Required Experience • 3-5 years post...
- ...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...
- ...SUMMARY: Our client, a dynamic company based in Claremont, Cape Town, is seeking a skilled IT Developer to join their growing team. The ideal candidate will have strong proficiency in SQL and Microsoft Office (Word, Excel, PowerPoint), along with an industry-relevant...
- ...Personal Assistant Claremont Cape Town Our consultant client in Claremont Cape Town is looking for a Personal Assistant with 5 years experience in office coordination, planning, bookings. arranging, and setting up meetings and functions. You need exceptional office...
- ...join our team, these are a few of the key areas that you will need to be responsible for: Provide our customers with world class service Ensuring the store is fully stocked and orders placed accordingly knowledge of administration and IT systems Adhering to...
- ...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, issuers and ratings agencies on...
- ..., we are expanding very fast as this year is going to be our biggest year of business in our existence as a company, with numerous clients & cities are being opened up through our business. Our business mission is to drive sales for trusted brands that work with us,...
- ...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...