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14.03.2024
Treasury Specialist (Gauteng)
Gauteng
... airments; Ensure alignment of the funding activities with the capital management, business planning and performance management activities of the group; Effective partnering with business segments and subsidiaries to determine key enablement areas for Group Balance Sheet Management; Drive ...
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The Recruitment Council
25.07.2024
Wealth Adviser Assistant | Farrarmere
Gauteng
... the financial services industry? Our Client are seeking a motivated and detail-oriented Wealth Adviser Assistant to join Their prestigious, forward-thinking financial services firm. This is your chance to work with a team of experienced professionals and make a real impact on clients’ financial ...
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The Recruitment Council
Today
Platform Relationship Manager (LISP) | Gauteng
Gauteng
... The individual is responsible for the strategic management of relationships with all our local and offshore fund managers, stockbrokers (PSP providers) and Discretionary Fund Managers, from a Wealth local and international platform perspective. As a secondary purpose, the role will provide ...
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The Recruitment Council
28.04.2024
Client Portfolio Analyst | Johannesburg
Johannesburg
... airs (fact find). Prepare new client reviews and proposals. Prepare and oversee client implementation plans. Maintain and update client lists, provide tax statements when requested and calculate expected CGT. Prepare cash flow forecasts using expected investment returns and cash needs. Ongoing ...
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The Recruitment Council
28.04.2024
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 ...
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The Recruitment Council
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