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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
01.05.2024
Junior Client Portfolio Analyst | Johannesburg
Johannesburg
... The successful candidate will form part of the Investment Management Team based in the Cape Town office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general client relationship managers, external investment managers and ...
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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
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
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