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11.09.2024
Investment Specialist - Business Development
Sandton
... team but with the responsibility of selling and marketing their house view investment process and investment solutions ADX Multi Manager. Product Range, DFM Product Range and their Private Client Solutions (Private Share Portfolios) into their Network of Advisors. In addition to this the ...
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Headhunters
11.09.2024
Portfolio Manager
Sandton
... team member. Professional presence: maintains a professional image and conduct. Proactive and resourceful. Resilient under pressure. Maintains confidentiality. Responsibilities and expectations but not limited to: Marketing, Client Acquisition and Mandates: The PM must prepare material and be ...
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Headhunters
16.04.2024
Data MIS Manager
Sandton
... team. This role is based in Sandhurst, Johannesburg. A wonderful career opportunity awaits you. Duties&Responsibilities Requirements: Appropriate qualification. Experience in financial services/Wealth Management (beneficial) Exposure to Xplan (beneficial) Technical and IT proficient, need to be ...
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Headhunters
16.04.2024
Data Manager Sandton
Sandton
... team. This role is based in Sandhurst, Johannesburg. A wonderful career opportunity awaits you. Duties&Responsibilities Requirements: Appropriate qualification. Experience in financial services/Wealth Management (beneficial) Exposure to Xplan (beneficial) Technical and IT proficient, need to be ...
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Headhunters
18.09.2024
Financial Planning Partner Assistant
Sandton
... airly. Operations: Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking of transition documentation to ...
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