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05.03.2024
Head of Wealth and Financial Planning | Cape Town
Cape Town
... their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory specialists.Responsibilities:Personal and Juristic Transactional bankingStructured LendingLocal and offshore Wealth ManagementCash ...
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The Recruitment Council
03.03.2024
Head of Wealth and Financial Planning | Cape Town
Cape Town
... their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory specialists. Responsibilities: Personal and Juristic Transactional banking Structured Lending Local and offshore Wealth Management ...
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The Recruitment Council
04.04.2024
Salaried Wealth Manager | Cape Town
Cape Town
... rpose product and/or solution in adhering to the cycle of financial needs.CFP Designation and Professional Development:The candidate needs to hold the Certified Financial Planner (CFP) designation.Continually update knowledge on financial services, industry trends, regulations, best practices, ...
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The Recruitment Council
04.04.2024
Business Insurance Consultant | Cape Town
Cape Town
... the hunt for an individual who has face-to-face or intermediary sales experience and eagerly looking for a new opportunity, the attitude and energy it takes to grow and develop a Business Insurance portfolio by attaining new Business Insurance clients through this face-to-face distribution ...
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The Recruitment Council
14.05.2024
Associate – Banking&Investment Support Officer | Cape Town
Cape Town
... rporate actions, proxy votes, conversions, capital calls and distributions. Collating KYC, FATCA, CRS and compliance documentation for fund administrators and other third parties. Preparing SWIFT payment instructions. Reconciliation of investment positions and working on reconciliation breaks. ...
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The Recruitment Council
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