Collective Investment Scheme

Responsible for the operations of the H4 Collective Investment Scheme portfolios. For new investors follow H4 onboarding process that includes review of required FICA documents and determining the ultimate beneficial owner in the case of entities. Prepare risk ratings in accordance with H4's FICA Risk Management and Compliance programme. Follow group FICA...

Build a successful career with us We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech,...

Duties and Responsibilities: Daily management of trust funds and investment funds Ensuring that all complexes within the portfolio are insured and premiums are paid on time Continuous enhancement of knowledge of SA property laws Ensuring that compliant contractors are servicing the complexes and are paid timeously Awareness of all transfer of units within...

Duties and Responsibilities: Daily management of trust funds and investment funds Ensuring that all complexes within the portfolio are insured and premiums are paid on time Continuous enhancement of knowledge of SA property laws Ensuring that compliant contractors are servicing the complexes and are paid timeously Awareness of all transfer of units within...

Join Our Team as an Investment Professional:When we talk about investing, we often refer to it as putting money into various financial schemes, shares, or a business venture in hopes of making a profit. But here, we view investing in yourself and your future as something far more impactful and long-lasting.About Our Company: We are experts in connecting...

EXCLUSIVE AND UNIQUE OPPORTUNITY TO TRAIN IN INVESTMENT BANKING LOCATED IN MAURITIUSThe deVere Group of companies is one of the world's leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions.Founded in 2002 and now comprising of 97 different legal...

Trafalgar's Cape Town branch is actively seeking a motivated, dynamic, and proactive individual with a fervent interest in the property industry to join our team as a Community Scheme Debt Collector. The ideal candidate will possess exceptional communication skills, meticulous attention to detail, and thrive in high-pressure environments, complementing our...

Job SummaryThe position is available in the H4 Operations Team. The team is responsible for the operations of the H4 Collective Investment Scheme portfolios.The primary responsibility will be to review and execute investor instructions and investor reporting.Report to:H4 Team LeaderKey Responsibilities & DeliverablesReview investor application, redemption,...

Financial Analyst Position at ABC CompanyKey Responsibilities: Market Insights: Analyze, interpret, and share important market, investment, and industry information. In-Depth Research: Conduct thorough research on local and international investment schemes, active and passive investing, and benchmark performance. Thought Leadership: Create insightful...

Who are we?Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs.We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service.We offer a comprehensive...

We're looking for a Financial Investment Manager at our company!Growth and maintenance of assetsSales and boosting the brandManaging client relationshipsConducting market researchEducation and Job Requirements:Bachelor's Degree in Finance or InvestmentCFA (any level or all three), CFP, CIPM, or similar investment backgroundMinimum of 5 years of experience in...

Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Select how often (in days) to receive an alert: Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams,...

Junior Compliance Officer with Legal/Compliance Degree and minimum 2 years' compliance experience in the Financial Services and/or Collective Investment Scheme industry, required for this Asset Management Company based in Constantia, Cape Town.Minimum requirements: Relevant qualification B.Comm Law or equivalent Minimum 2 years' experience within the...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Select how often (in days) to receive an alert: Client Service Consultant: Investment Administration Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver...

Key responsibilities include:Preparation and processing of all client transactions (investments, repurchases, debit orders etc.) for Collective Investments, LISPs and Life Assurance companies.Processing of any instructions relating to broker appointments or changes.Processing of any policy holder changes, particulars, etc.Processing of Pension and Provident...

Join this highly regarded and respected Financial Services company in the Investment Administration Team.Experience in a similar position will be required in order for you to fulfill the following tasks: Preparation and Processing of a wide variety of transactions including, but not limited to, investments, repurchases, debit orders and similar for the...

About Sanlam Corporate: Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives...

The Junior Research and Investment Analyst will be responsible for fund research and general investment research, client service and investment support, sales support, investment reporting and publications, presentations within the business and general administration.Key outcomesThorough manager research, understand and explain collective investment schemes...

Great opportunity to join an Investment Manager in Cape Town as an Investment Administration Specialist.Some key areas of responsibility include:Unitisation and cash flow management of client funds including: Determination of unit prices Daily collection of asset manager data Management of the investment strategy, and processing of the clients' cash flows...