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Search Results: 25 vacancies
- ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area: Main Activities: 1. Administrative support... ...internal compliance 3. Technical Support a. Ensure a basic level of product knowledge by keeping up to date with products used by service...
- ...a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town Job Description Position: Wealth Management...
R 30,000 - 40,000 per month
...conditions Adherence to Service Level Agreements Portfolio Management Liaising with Insurers, Brokers and Suppliers... ...agreements Insurance Knowledge Understanding of insurance products and proposals Keeping abreast of developments within the industry...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... ...the execution of the collective investment strategy and product solution Identify process inefficiencies and assist in streamlining...- ...house and outsourced platforms. Key Responsibilities: Client and Product Tax Oversight: Support the Operations and Tax teams in... ...client and five-fund tax. Offshore Platform Tax Compliance (PWP): Manage IRS Qualified Intermediary (QI) compliance including: 1042, 104...
R 480,000 pa
...Provide expert advice on policy covers, terms, and conditions Manage the full underwriting process: quotes , new business ,... ...insurers and brokers Keep up to date with industry trends and product developments Minimum Requirements: FAIS accredited (relevant...- ...organization offers innovative, flexible, and high-value insurance products tailored to individuals, employees, and domestic workers.... ...experience. Key Responsibilities Sales & Relationship Management Build and maintain strong relationships with independent...
- ...insurance offerings, and ensuring exceptional client relationship management. Bilingual fluency in English and Afrikaans is essential.... ...and closing deals via the broker portal. Provide accurate product information and guidance to ensure client understanding....
- ...for a Credit Analyst 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 ·...
- ...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,...
- ...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...
R 420,000 pa
...initiatives. Your responsibilities will span digital and print design, event support, content creation, internal communication, and brand management across the group of companies. Key Responsibilities: Marketing & Communication Support: Support the execution of the group’s...- ...Financial Compliance and 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...
- ...range of entities, including various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked long-term insurer, and a treasury outsource company . Key Responsibilities: As a Legal Advisor, you...
- ...reporting aligns with business goals and provides actionable insights. e. Prepare budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to legal compliance reporting, such as SARB and SARS (efiling and...
R 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...- ...advisor The company includes various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury outsource company. LOCATION Cape Town QUALIFICATION LLB; admitted...
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,...- ...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...
- ...communicate financial insights. Team Support: Provide operational support to finance team members and assist with financial management. Project Management: Lead reporting projects and work on special initiatives. Financial Management: Regularly compare...