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31.03.2024
Senior Wealth and Investment Manager Competitive Remuneration Package plus Incentives
Sandton
... search and Analysis Digesting Market Research and Analysis Desired Experience & Qualification B.Com, BBusSci or related degree CFA Charter holder (strongly preferred) / Certified Financial Planner (CFP) FAIS Compliant. Proven experience as a Wealth and Investment Manager with a focus on HNW ...
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Efficient Frontier Recruitment
31.03.2024
Senior Wealth Manager Sandton
Sandton
... search and Analysis Digesting Market Research and Analysis Desired Experience & Qualification B.Com, BBusSci or related degree CFA Charter holder (strongly preferred) / Certified Financial Planner (CFP) FAIS Compliant. Proven experience as a Wealth and Investment Manager with a focus on HNW ...
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Efficient Frontier Recruitment
31.03.2024
Investment Consultant Competitive Remuneration Package plus Incentives
Sandton
... search for distribution to a wide audience, including clients and prospective clients. Draft and review clients’ IPS and manage clients’ investment strategy design. Design and draft client investment presentations and attend client meetings/roadshows to deliver economic, investment performance ...
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Efficient Frontier Recruitment
31.03.2024
Investment Consultant Sandton
Sandton
... search for distribution to a wide audience, including clients and prospective clients. Draft and review clients’ IPS and manage clients’ investment strategy design. Design and draft client investment presentations and attend client meetings/roadshows to deliver economic, investment performance ...
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Efficient Frontier Recruitment
31.03.2024
Senior Client Manager - Retail Investments Competitive Remuneration Package plus Incentives
Sandton
... rporate/institutional clients. Successfully develops and leverages CRM system to optimize client engagement. Maintains and services existing clients by doing ongoing account management duties including but not limited to due diligences, report backs and client visits. Identifies threats to ...
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Efficient Frontier Recruitment
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