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Search Results: 25 vacancies
- ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area:... ...CDD is done on all clients based on their risk profile according to FICA and company... ...financial planning environment assisting Family Officers and/or Wealth Managers and/or...
- ...– Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services... ...skills and attention to detail ~ Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial Why...
- ...hold a degree in Accounting or Financial Management, with 3 to 5 years of solid finance experience... ...experience). Proficiency in Microsoft Office (Word, Excel, PowerPoint) is essential.... ...audit mindset with a strong understanding of risk management. A keen eye for detail, along...
R 420,000 pa
...event support, content creation, internal communication, and brand management across the group of companies. Key Responsibilities:... ...services is advantageous. Skills & Tools: Strong command of MS Office (Excel, Word, PowerPoint, Outlook). Design proficiency with Canva...- ...Role: Legal Advisor Location: Claremont A premier wealth management group, known for its holistic approach to financial planning... ...services sector Technical Skills: Proficiency in Microsoft Office (Word, Excel, Outlook, Teams) and Adobe Expertise in financial...
R 30,000 - 40,000 per month
...conditions Adherence to Service Level Agreements Portfolio Management Liaising with Insurers, Brokers and Suppliers... ...abreast of developments within the industry. Evaluation of the risk Ability to negotiate terms with Insurers and Brokers Keeping...R 37,500 per month
...for operational excellence and project delivery within the asset management or fund operations space? My client is seeking a Fund... ...communication and interpersonal skills Strong business acumen and risk awareness Efficiency-driven with a meticulous eye for detail...R 480,000 pa
...various 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...R 480,000 pa
...Provide expert advice on policy covers, terms, and conditions Manage the full underwriting process: quotes , new business ,... ...and manage credit control for the assigned portfolio Evaluate risks and negotiate terms with insurers and brokers Keep up to date...- ...An exciting opportunity has opened up within a boutique asset management client of mine in the credi POSITION INFO: An exciting opportunity... ...internal investment process, overseeing the all the credit and risk within the funds managed. If you're looking for a change out of...
R 720,000 pa
...dynamic operations finance team. Reporting directly to the Finance Manager, this role is ideal for a qualified CA(SA) with strong post-... ...field ~ Strong proficiency in Power BI, Excel, and the MS Office Suite ~ Experience with Xero, SharePoint, and ideally tools...- ...Services based at the client in Kenilworth. Manage the full financial function of the... ...activities of the organization. Manage risk to the organization and maintain resource... ...computer literacy with experience in MS Office, and Sage Evolution. Unendorsed manual...
- ...e. Prepare budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to... ...if applicable) CA(SA) required Computer Literacy • MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint...
- ...operational support to finance team members and assist with financial management. Project Management: Lead reporting projects and work on... ...or similar; CA(SA) qualification ~ Proficiency in MS Office Suite, Power BI, Xero, Zap BI Key Skills: Financial reporting...
- ...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 IT qualification. We're looking for someone with exceptional...
- ...experience. Key Responsibilities Sales & Relationship Management Build and maintain strong relationships with independent... ...or IFA role Tech Proficiency CRM systems, Microsoft Office Suite, and virtual meeting tools Other Requirements...
- ...insurance offerings, and ensuring exceptional client relationship management. Bilingual fluency in English and Afrikaans is essential.... ...English and Afrikaans. Technical Skills: CRM systems, MS Office Suite (Excel, Word, Outlook). Other: Own reliable transport...
- ...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 contributes to the company’s purpose of delivering...
- ...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...
- ...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 software experience...