Investment Professional

**Job Description**We are a fast-growing UK-based firm seeking a skilled Paraplanning professional to join our team in South Africa. As a key member of our team, you will assist with producing detailed reports, conducting research, and providing exceptional client service.Key ResponsibilitiesConduct research to inform financial recommendations.Develop and...

Wealth Management ExpertiseIn this role, you will leverage your expertise in wealth management to deliver tailored solutions to clients, driving growth and loyalty. Key responsibilities include:Originate new business opportunities, expanding the client base.Maintain and enhance existing client relationships, ensuring exceptional service and high client...

**Job Summary**We are a UK-based firm seeking a skilled Paraplanning professional to support our Financial Planners in South Africa. As a key member of our team, you will assist with creating detailed reports, conducting research, and providing exceptional client service.Key ResponsibilitiesResearch and analyze data to inform financial recommendations.Assist...

Somerset West, Western Cape, South Africa serves as our strategic location for Warwick Wealth Advisory Partner Somerset West. From this base, we operate as Investment Specialists, catering to the needs of high net worth individuals and corporate entities seeking tailored wealth management solutions.

**Required Skills and Qualifications**Tech-savvy with intermediate Excel skills, including vlookups and pivot tables.Experience in a similar administrative role, ideally within Financial Services.Knowledge of Atomos products, including pensions, investments, and protection.Good communication and interpersonal skills, with the ability to build strong...

Company Overview">Absa Group Limited is a diversified standalone African financial services group, delivering an integrated set of products and services across personal and business banking, corporate and investment banking, wealth, investment management and insurance.We are a truly African bank with regional and international expertise, a career with our...

Private Wealth Banker Role OverviewTo excel in this Private Wealth Banker role, you will be responsible for building and maintaining professional relationships with a portfolio of clients, achieving financial targets, and enhancing customer experience within the bank's regulatory framework.Key Responsibilities:New Business Origination: Identify and acquire...

**Company Overview**At Atomos Investments Limited, we are committed to delivering exceptional client experiences. Our UK-based firm is seeking a talented individual to join our team in South Africa as a Client Administrator.We offer a unique opportunity for professional growth and development, with the chance to learn from our experienced Financial Planners...

Job OverviewHelderberg Personnel is seeking a highly skilled International Business Consultant to join their team.About the RoleThe successful candidate will be responsible for increasing sales across the company's product range, including various joint venture and co-branded initiatives. This will primarily involve establishing relationships with financial...

About Helderberg PersonnelHelderberg Personnel is a reputable recruitment agency specialising in temporary and permanent placements. We pride ourselves on delivering exceptional service to our clients and candidates alike.Job DescriptionWe are seeking an experienced Trust and Client Services Officer to join our team. The successful candidate will be...

About the RoleThe successful candidate will join a team dedicated to providing exceptional client service to our clients. As a Trust and Client Services Officer, you will be responsible for managing client queries, attending to administrative tasks associated with pension schemes and trusts, and ensuring compliance with regulatory...

About the RoleThe successful candidate will form part of a dynamic team responsible for providing exceptional client service to our clients. The role involves managing client queries, attending to administrative tasks associated with pension schemes and trusts, and ensuring compliance with regulatory requirements.Key ResponsibilitiesManage client questions...

About the PositionThis is an exciting opportunity to join a dynamic team as a Trust and Client Services Officer. The successful candidate will be responsible for managing client queries, attending to administrative tasks associated with pension schemes and trusts, and ensuring compliance with regulatory requirements.Duties and ResponsibilitiesManage client...

Private Wealth Banker - Pipeline Somerset West Apply locations: Somerset West Time Type: Full time Posted on: Posted 30+ Days Ago Job Requisition ID: R-15962334 Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our...

Why Work With Us?">Absa Group Limited is a dynamic and innovative organization, committed to empowering our employees to reach their full potential.We offer a range of benefits and opportunities for growth and development, making us an attractive employer for talented professionals.BenefitsCompetitive Salary: We offer a competitive salary package, reflecting...

Role Summary">This role involves building and maintaining professional business relationships with a portfolio of Private Wealth clients, achieving financial targets, acquiring new clients, and improving customer experience within the scope of the Bank's regulatory and compliance frameworks.The ideal candidate will have excellent communication and...

Unlock Opportunities in Private Wealth BankingThis role presents a chance to thrive in private wealth banking, leveraging your skills to deliver exceptional client experiences. Key responsibilities include:Originating new business opportunities to expand the client base.Maintaining and enhancing existing client relationships, ensuring high levels of...

Job OverviewCritical to our team at DataFin is the role of a Customer Experience Strategist. We are seeking an exceptional professional with a proven track record of delivering excellent customer experiences. As a key member of our company, you will be responsible for ensuring that our clients achieve maximum value from their investment in our Property...

A well-established client with offices in Somerset West is seeking to employ a Trust / Client Services Officer.The candidate will form part of the Client Services Team and encompass a wide range of administration duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBT's and Retirement Annuity Trust Schemes (RATs). In addition,...

A well-established client with offices in Somerset West is seeking to employ a Trust / Client Services Officer.The candidate will form part of the Client Services Team and encompass a wide range of administration duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBT's and Retirement Annuity Trust Schemes (RATs). In addition,...