Fiduciary Specialist

Job Classification Job Requisition Closing Date 5 July 202 Location Johannesburg Cluster Nedbank Wealth South Africa National Fiduciary Please Note: Preference will be given to applicants from Underrepresented Groups Job FamilySales and Service Career StreamFiduciary Leadership PipelineManage Self: Professional (MSP) FAIS Affected FAIS Affected YesJob...

Description To perform the trustee oversight functions in respect of a Collective Investment scheme in order to protect the unit holders Deliver against operational and cost targets. Prioritize resource allocation to minimize and reduce wastage. Monitor costs for the financial year according to the operational plan. Allocates and approves expenditure. ...

Job ClassificationCareer Stream: Fiduciary in Sales and ServicesLeadership Pipeline: Manage Self: ProfessionalJob PurposeTo provide Trust, Accounting, and Taxation services by acting as Nominee/Corporate Trustee and Trust Practitioner to clients aligning with Nedbank and Nedgroup Trust business strategy.Job ResponsibilitiesConduct financial viability...

Job Classification Job Family Sales and Services Career Stream Fiduciary Leadership Pipeline Manage Self: Professional FAIS AffectedJob Purpose To deliver Trust, Accounting and Taxation services through enabling others, by serving as Nominee/Corporate Trustee and Trust Practitioner to clients in line with Nedbank and Nedgroup Trust business...

Passionate about investments and seeking a rewarding career in fiduciary asset management? We have an exciting opportunity for a Portfolio Implementation Specialist in our Fixed Interest team. This role will provide administrative, procedural and risk management support to the Investment team, particularly the Portfolio Managers (PMs), ensuring you're part...

Passionate about investments and seeking a rewarding career in fiduciary asset management? We have an exciting opportunity for a Portfolio Implementation Specialist in our Fixed Interest team. This role will provide administrative, procedural and risk management support to the Investment team, particularly the Portfolio Managers (PMs), ensuring you're part...

Job DescriptionTo ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislationHello Estates AdministratorWelcome to FNB, the home of the #changeables. We design for the shapeshifters and...

FUTUREGROWTH ASSET MANAGEMENT IS RECRUITINGWe have an exciting opportunity available for a Data Management Specialist in ourOperations team. Futuregrowth is committed to transformation. A strong preference will be given to _Data Management SpecialistAre you passionate about investments and seeking a rewarding career in fiduciary assetmanagement? Do you have...

Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory...

About us, purpose, experience and qualificationsabout us:- make a promise- be deeply invested- value our differences- build trust, not territory- have courage- always do the right thingpurpose: To provide an efficient and professional service to customersexperience and qualifications: Minimum Qualification : Relevant Degree or Diploma Experience: 2 to 3...

What will you do? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity,...

Bring your possibility to life Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo...

Bring your possibility to life Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo...

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: Location: Cape Town, Western Cape, South Africa Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate...

January 2023FUTUREGROWTH ASSET MANAGEMENT IS RECRUITINGWe have an exciting opportunity available for an Investment Operations Analyst in ourSpecialist Investment Operations team. Futuregrowth is committed to transformation. A strong preference will be given to _Investment Operations Analyst***Are you passionate about investments and are you seeking a...

**Fiduciary Specialist - Financial Services - Cape Town** Our client, in the financial services industry, is seeking a Fiduciary Specialist to join their team in Cape Town. This position requires a client-centric approach, legal and financial expertise, and strong analytical skills. **Responsibilities** - Trust Account Management. - Fiduciary Guidance for...

**Job Classification** - Job Requisition - 122907 - Closing Date - 5 July 2024 - Location - Johannesburg - Cluster - Nedbank Wealth South Africa - National Fiduciary - Please Note: Preference will be given to applicants from Underrepresented Groups- Job FamilySales and Service - Career StreamFiduciary - Leadership PipelineManage Self: Professional (MSP) -...

Job Description To perform the trustee oversight functions in respect of a Collective Investment scheme in order to protect the unit holders - Deliver against operational and cost targets. - Prioritize resource allocation to minimize and reduce wastage. - Monitor costs for the financial year according to the operational plan. - Allocates and approves...

Description To perform the trustee oversight functions in respect of a Collective Investment scheme in order to protect the unit holders Deliver against operational and cost targets. Prioritize resource allocation to minimize and reduce wastage. Monitor costs for the financial year according to the operational plan. Allocates and approves...

Job Description To provide a holistic, customised legacy planning and business structuring solutions / advice across jurisdictions to clients to optimise their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passing - Build and maintain an effective network and pipeline for further expansion of...

**Job Classification** - Job Family- Sales and Services - Career Stream- Fiduciary - Leadership Pipeline- Manage Self: Professional - FAIS Affected**Job Purpose** - To deliver Trust, Accounting and Taxation services through enabling others, by serving as Nominee/Corporate Trustee and Trust Practitioner to clients in line with Nedbank and Nedgroup Trust...

**FUTUREGROWTH ASSET MANAGEMENT IS RECRUITING!** We have an exciting opportunity available for a **Data Management Specialist **in our Operations team. - Futuregrowth is committed to transformation. A strong preference will be given to _ **Data Management Specialist** Are you passionate about investments and seeking a rewarding career in fiduciary...

Job Description To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation - Hello Estate Administrator - Welcome to FNB, the home of the #changeables. We design for the shapeshifters...

Minimum 5 years experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc.Life insurance experience is essential ie. Death, Disability and Critical Cover needsEstate Planning (in conjunction with the Company Fiduciary partners) and Business AssuranceShort-term insurance experience is an advantageAppropriate tertiary qualification...

Minimum 5 years experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc.Life insurance experience is essential ie. Death, Disability and Critical Cover needsEstate Planning (in conjunction with the Company Fiduciary partners) and Business AssuranceShort-term insurance experience is an advantageAppropriate tertiary qualification...

Minimum 5 years experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc.Life insurance experience is essential ie. Death, Disability and Critical Cover needsEstate Planning (in conjunction with the Company Fiduciary partners) and Business AssuranceShort-term insurance experience is an advantageAppropriate tertiary qualification...

Passionate about investments and seeking a rewarding career in fiduciary asset management? We have an exciting opportunity for a Portfolio Implementation Specialist in our Fixed Interest team. This role will provide administrative, procedural and risk management support to the Investment team, particularly the Portfolio Managers (PMs), ensuring you're...

Passionate about investments and seeking a rewarding career in fiduciary asset management? We have an exciting opportunity for a Portfolio Implementation Specialist in our Fixed Interest team. This role will provide administrative, procedural and risk management support to the Investment team, particularly the Portfolio Managers (PMs), ensuring you're part...

Passionate about investments and seeking a rewarding career in fiduciary asset management? We have an exciting opportunity for a Portfolio Implementation Specialist in our Fixed Interest team. This role will provide administrative, procedural and risk management support to the Investment team, particularly the Portfolio Managers (PMs), ensuring you're...

Job Description To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation - Assess own performance, seek timely and clear feedback and request training where appropriate - Build and...

Our client a Legan company in Stellenbosch is looking for a Legal Administrator to start as soon as possible. **Requirements**: - Min 2 years’ experience as a secretary/paralegal/legal admin assistant within a legal practice or related industry - Experience with trust and commercial law will be an advantage - FAIS and FICA compliance - High level of...

Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory...

Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive...

Reference No. CDFFIT1 **Reference Number: JTCPTG** **Job Description: A global Cape Town based macro investment firm is currently looking for a junior fixed income trader to join their dynamic fast growing team. **Job Purpose: - General fixed income dealing, including bonds (ZAR government), credit (local ZAR and hard currency), interest rate swaps &...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...