Search Results: 16 vacancies
...analysis
Production of Year-end Accounts
Must have had experience in Pastel with Loan accounts and Investment account knowledge. Stockbroking advantageous
Completed BCom degree,
Accounting degree or diploma
SAIPA
Complete understanding of PAYE, UIF, VAT,...
...functions, both internal and external to Wealth
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Qualifications in Risk Management, Operational risk, Wealth management / Stockbroking investment.
Minimum 6 years wealth management experience essential.
Solid knowledge of wealth management operational...
...seeking a Senior Investment Associate.
Industry :
Financial Services
Job category:
Banking, Finance, Insurance. Stockbroking
Location:
Sandton
Contract:
Permanent
POSITION INFO:
Business Development / Transaction Origination
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Pro...
...innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking, and administration services, as well as a wide range of savings products, to institutional and retail clients....
...Competencies/Education
Postgrad degree in accounting or finance.
At least 2-3 years of work experience in a similar role in a stockbroking, investment banking or asset management firm.
Regulatory Examination RE5
Meets FAIS Fit & Proper requirements
Solid...
...with ASSA
~ Basic SQL and programming skills required
~ Must have Financial Services e xperience
~ Work experience in a stockbroking/security environment beneficial
~ Investment Management or LISP platform experience beneficial
~ Must have creative...
...equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.
At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason...
...refers to the organisations served by Fasset. This sector includes: investment entities and trusts and company secretary services; stockbroking and financial markets; financial development organisations; accounting, bookkeeping, auditing and tax services; business and...
...equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.
At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason...
...equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.
At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason...
...equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.
At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason,...
...legislation that applies to the division
Keep abreast of all regulatory developments/changes that may potentially impact the stockbroking business and engaging relevant stakeholders on a timely basis to ensure business readiness and ongoing compliance risk management...
...distributions
~Daily money market rate capturing
~Capturing and maintaining fund and wrap fund details
~Quarterly Forex capturing
~Stockbroker low fee income report
~Daily cash focus payments
~Exception control reports & QMF’s (Query Management Facility)
~Systems...
...equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.
At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason...
...models
Create valuations models and formulate investment recommendations
Compile research reports for large private client stockbroker
Communicate analysis to clients and management
Requirements
~ BCom Investment Management degree
~ CFA qualification advantageous...
R 1.3 pa
One of South Africa’s forefront financial services (Wealth Management specifically – Stockbroking, Trusts, Financial Planning etc) require a seasoned Programme Manager.
In this role you will manage the strategy, planning, organising, negotiating, staffing, directing...