Senior Trust Portfolio Manager

Job title: Trust Officer Job Location: Gauteng, Centurion Role Purpose The Trust Officer will be responsible for the administration of own trust portfolio which will include Inter Vivos Trusts (including Court Order Trusts) and Testamentary Trusts, and the development of business relationships with clients. The incumbent will also be responsible for...

A leading financial services company based in Gauteng seeks a Trust Officer responsible for the administration of a trust portfolio, including Inter Vivos and Testamentary Trusts. The role requires a relevant tertiary qualification, professional admission, and a minimum of 5 years' experience in trust services. The Trust Officer will facilitate internal...

Role Purpose The Trust Officer will be responsible for the administration of own trust portfolio which will include Inter Vivos Trusts (Including Court Order Trusts) and Testamentary Trusts, and the development of business relationships with clients. The incumbent will also be responsible for facilitating internal service coordination to resolve issues and...

Our reputable client has an exciting opportunity for a Portfolio Manager. Our client is a South African-based financial services group listed on the Johannesburg Stock Exchange in South Africa and on the Namibian Stock Exchange in Namibia. **Portfolio Manager** **Role Purpose** The Agile Portfolio Manager will provide oversight to portfolio level...

-Introduction Through our client-facing brands Metropolitan and Momentum,with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group,the group enables business and people from all walks of life toachieve their financial goals and life aspirations. We help people grow their savings, protect...

A financial services company in Centurion, Gauteng, is seeking a Mid-Senior level Team Leader for Implementation. The role involves leading a team responsible for investment decision implementation and managing relationships with internal stakeholders. Candidates should have a financial qualification, experience in team management, and strong skills in...

**Remuneration**: The remuneration and value proposition to be compiled in collaboration with each successful individual. **Nature of employment**: The successful incumbent will be employed on a permanent basis after completion of a probationary period. **Experience** The successful incumbent will have at least three (3) to five (5) years experience as an...

Role Purpose:Construct and oversee investment portfolios based on investment mandate and client requirements within the Outcomes Based Investment (OBI) philosophy and strategy in order to achieve objectives. Qualification Requirements: Relevant Honours degree (Investment Management, Actuarial, FinancialManagement BCom, BSC etc) Chartered Financial Analyst...

**Introduction** - With us, investing is personal. Momentum Investments helps you grow your wealth, whether you’re an individual saving for your retirement, a business looking to build your portfolio or a financial adviser in need of practical tools and customised solutions. We understand that your investment isn’t just another investment. It’s unique...

A leading financial services firm in Centurion seeks a Mid-Senior level professional to oversee investment decision processes and manage a team. This full-time role focuses on portfolio implementation, stakeholder engagement, and process improvement. Key qualifications include a financial background, team management experience, and proficiency in advanced...