...Closing Date 2024/04/27
Reference Number MMH240422-4
Job Title Investment Consultant - KwaZulu- Natal
Position Type Permanent
Role Family Sales
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location - Country South Africa...
...to join an Asset Manager in Durban as a Client Relationship Consultant .
The ideal candidate would have 1-2 years Investment / Unit Trust experience. Experience in Client Services is essential. This person should have excellent communication skills (verbal...
...Our client has an opportunity available for a Principal: Credit and Post Investment Officer based in Durban.
Requirements:
~ B Com Honours or Post Graduate Diploma in a related field, CFA, MBA or equivalent qualification.
~8+ years experience in a lending environment...
...centre ownership processes
Analytical review and follow up with Product Controllers and Group Finance - derivatives, financial investments, trading assets and liabilities
Be responsible for the production of accurate and timely weekly, monthly and annual reporting...
...and operational risk.
- Develop and implement risk management strategies to protect the organization from financial threats.
# Investment and Capital Management:
- Evaluate investment opportunities and capital allocation decisions.
- Optimize the organization's...
...strong technical and interpersonal skills. This role will give you the opportunity to become one of the employees who continuously invest in this global company.
Duties:
Financial Reporting
Budgeting and Forecasting
Business Planning
Preparation of...
...Duties and Responsibilities:
Overall management and utilization of inventory procurement plan.
Order and manage inventory investments according to OTB and to ensure the right product arrives in the right location in the right quantity at the right time. Analyze and...
...SUMMARY:
A diversified investment holding company seeks an experienced Accountant to join their dynamic team and provide strategic finance guidance to a newly acquired subsidiary within the group.
This role will be based in Durban North.
POSITION INFO:
Job...
...financing needs.
POSITION INFO:
Department & Region: Kwa-Zulu Natal / Gauteng Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng. Company offers the following: ü Provision of office space and...
...facilitate their long term wealth creation, protection and niche financing needs.
Company is looking for experienced life and investment financial advisors to be based in Durban.
Company offers the following:
ü Provision of office space and full...
R 630,000 pa
...involved in the annual budget process and the annual external audit.
Submit VAT for the respective entities.
Manage commercial investments via the Trust
Financial accounting and reporting
Annual financial statements and compliance adherence.
Treasury:...
...initiative (self-starter).
Emotional resilience.
Appropriate tertiary qualification (bachelor’s degree in commerce, finance , investments preferable)
Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP....
R 75,000 per month
...department specific budgets and Monitor performance against budget (expense control, variance analysis, corrective actions)
Initiate investment requests for new business, technology, improvement and corrective plans
Conduct project feasibility studies to establish the...
...SUMMARY:
Financial Advisors
POSITION INFO:
Company is looking for experienced life and investment financial advisors to be based in Durban. Company offers the following:
Provision of office space and full infrastructure for financial advisors
Full suite...
...Post-Graduate Diploma in Financial Planning, CAIA, CA(SA), CFA, MBA, and fiduciary experience.
~5 to 10 years’ local and offshore investment management experience.
~ FAIS experience: The preferred candidate must be signed-off on Category 1 FAIS mandates. Sign-off on...
...opportunities.
We believe in client-centricity. You will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilising extensive expertise to provide financial advice to customers, grow your client base, and prospect for...
...authorise new suppliers loaded on to banking profile.
Oversee special projects regarding the upgrading of ERP systems.
Advising on investment activities and provide investment strategies.
Provide financial reports and interpret financial information to management....
...Social, and Governance (ESG) Analyst
Join a team based in Durban and play a key role in integrating ESG principles into their investment strategies. They are looking for an experienced ESG Analyst to support their commitment to sustainability and responsible investing...
...At Premier, we recruit and invest in our employees for the long term. We believe that our growth depends on us having the right people with the right skills and the right attitude. We have a high-performance environment that attracts like-minded people who want to be...
Key responsibilities Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance Preparation of Financial Plans (Death, Disability, Retirement and Estate) Investment Portfolio and underlying Fund Investigations and formulating of ideas...
...services environment.
Responsibilities:
Performing of the weekly and month end Trust Surplus
Opening of Section 86(4) Investment accounts, and the administering of payments to the trust bank account
Month end reconciliation of all section 86(4) Investment...
...challenges and build legacies for future generations.There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global...
...procurement processes and signing off on purchase orders.
Evaluate the financial performance of the organisation and measure returns on investments.
Providing training to staff members regarding financial processes.
Requirements:
~ A bachelor's degree /diploma in Bcom/...
...challenges and build legacies for future generations.There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global...
...Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Assess clients overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a...
...Manages the administration service department of the invest Durban unity by providing guidance across the unit of the implementation of the strategy, corporate management functions, Operation support for international investor interventions.
This post reports to HEAD...
PRINCIPLE ACCOUNTABILITIES 1. New Business Development and Marketing o Devise medium-term investment strategy to meet the growth of assets under management within a timeframe of 6 to 18 months. o Identify, develop and source new relationships with investment clients through...
...following up on leads
Conduct in depth needs analyses and provide comprehensive wealth planning to clients
Provide sound advice on Investments, Wealth and Estate planning.
Maintain an internationally recognised customer experience
Ongoing servicing of client book...
...interviews. Refuse any request that asks you to provide payment to participate in the hiring process (e.g., purchasing a starter kit, investing in training, or something similar). Kerry will not ask you to pay any money at any point in the hiring process with the exception...
...quotations.
Apply basic understanding of costing principles to perform various job functions.
Perform amortization calculation of investment for various components.
Record and track the approved price change notifications (PCNs) for customer pricing reviews....