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01.05.2024
Junior Client Portfolio Analyst | Johannesburg
Johannesburg
... Communicates clearly and concisely, listens effectively, and written communication is well presented.Client-orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, and can work with a ...
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The Recruitment Council
01.05.2024
Chief Investment Officer | Equities | Centurion
Centurion
... The primary purpose of the Chief Investment Officer (CIO) is to establish investment strategies and manage our flagship equity model portfolios (local and international). Furthermore, the CIO will be tasked with assisting and complementing our client’s Portfolio Management team with the view to ...
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The Recruitment Council
29.04.2024
Client Portfolio Analyst | Johannesburg
Johannesburg
... Communicates clearly and concisely, listens effectively, written communication is well presented.Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a ...
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The Recruitment Council
29.04.2024
Paraplanner | Pretoria
Pretoria
... the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.Prepare statement of advice documentation as ...
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The Recruitment Council
29.04.2024
Paraplanner | Sandton
Sandton
... the company’s investments.Roles and Responsibilities:Manage client relationships.Ensure client files comply with POPI, FICA, FAIS legislation requirements.Prepare financial needs analysis: Risk, Pre-retirement and Post-retirement.Prepare investment proposal documents.Review client portfolios ...
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The Recruitment Council
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