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17.09.2024
Managing Director | Cape Town
Cape Town
... key relationships across internal and external stakeholders.Key Responsibilities:Develop and communicate the company’s vision and strategy.Lead business planning, budgeting, and resource allocation for multiple teams, including client servicing, business solutions, and investment ...
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The Recruitment Council
17.09.2024
Managing Director | Cape Town
Cape Town
... key relationships across internal and external stakeholders. Key Responsibilities: Develop and communicate the company’s vision and strategy. Lead business planning, budgeting, and resource allocation for multiple teams, including client servicing, business solutions, and investment ...
More »
The Recruitment Council
17.09.2024
Paraplanner | Rondebosch
Cape Town
... Key Responsibilities: Conduct research and analysis on client investment portfolios to support the Trust Officer and assistant. Prepare minutes from client meetings, records of advice, and proposal documents. Assist in client needs analysis and offer advisory support services. Generate and ...
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The Recruitment Council
17.09.2024
Financial Manager | Cape Town
Cape Town
... Key Responsibilities: Oversee and review reconciliations and monthly accounting processes. Compile management reports and perform financial analysis. Manage cashflow, investments, and approve payments and collections. Assist in budgeting, forecasting, and financial planning. Ensure monthly ...
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The Recruitment Council
17.09.2024
Salaried Wealth Advisor | Cape Town
Cape Town
... Key Responsibilities: Provide tailored wealth planning services, with a focus on investments, risk, business, and fiduciary matters. Acquire and manage a portfolio of high-net-worth clients through effective relationship-building and proactive management. Conduct regular client reviews, ...
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The Recruitment Council
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