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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
Chief Investment Officer | Equities | Centurion
Centurion
... Management team with the view to making recommendations as to acquire, dispose or hold investments based on empirical research. Key Outputs: Investment Strategy: Provides input and management oversight of investment strategy formulation to ensure the business is supported by the appropriate ...
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The Recruitment Council
01.05.2024
Junior Client Portfolio Analyst | Johannesburg
Johannesburg
... 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 linked investment service providers. Overall Purpose: The ...
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The Recruitment Council
01.05.2024
Junior Client Portfolio Analyst | Johannesburg
Johannesburg
... 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 linked investment service providers.Overall Purpose:The ...
More »
The Recruitment Council
01.05.2024
Chief Investment Officer | Equities | Centurion
Centurion
... Management team with the view to making recommendations as to acquire, dispose or hold investments based on empirical research.Key Outputs:Investment Strategy:Provides input and management oversight of investment strategy formulation to ensure the business is supported by the appropriate ...
More »
The Recruitment Council
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