Wealth Investment Manager

A prominent **Wealth Management firm** has a specialist opportunity for an **experienced** Wealth Manager to play a pivotal role in providing investment, wealth and estate planning services to mainly high-net-worth individuals and families. Initially the incumbent would assist the CEO and other Senior Wealth Managers in servicing their portfolio of clients...

Wealth Management Administrator WantedThe Dante Group Pty Ltd is seeking a skilled Trust Accountant to join their team.About the CompanyWe are a leading Wealth and Investment company that requires a Trust Accountant with strong accounting and compliance skills.ResponsibilitiesMaintain accurate accounting records of trusts.Prepare annual financial statements...

**Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...

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 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...

About the RoleWe are seeking a highly skilled investment professional to join our team as a senior investment analyst. The successful candidate will be responsible for reviewing financial analysis and valuation analysis on potential investments and portfolio companies.Key responsibilities include:Participate in investment prospecting and portfolio review...

Private Wealth Banker - Pipeline Sandton page is loaded Private Wealth Banker - Pipeline Sandton Apply locations Sandton time type Full time posted on Posted 30+ Days Ago job requisition id R-15962328 Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned...

A seasoned investment professional with over 10 years relevant experience required primarily for post-investment portfolio management at leading global investment holding company.ResponsibilitiesParticipate in investment prospecting and portfolio review and update meetingsWill be deployed on special projects as needed.Review financial models to aid...

-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...

-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...

About us, purpose, experience and qualifications **about us**: **purpose**: - The role of the Investment Analyst in the Sales teams is to work closely with the Ashburton investment, business development and marketing teams and will be expected to analyze economic, market and funds data, to repurpose and package this information at both a macro and granular...

The Recruitment Council is seeking a highly motivated and experienced Investment Consultant to join our team. As an Investment Relationship Manager, you will play a key role in building and strengthening relationships with distribution partners such as LISPs.About the Role:The ideal candidate will have a strong understanding of the financial intermediaries...

Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owners mindset.Key Responsibilities:Service IFAs, DFMs, multi-managers, and other financial intermediaries...

Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owner's mindset.Key Responsibilities:Service IFAs, DFMs, multi-managers, and other financial intermediaries...

Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

Role DescriptionThis role involves providing expert accounting services to clients, maintaining accounting records, and preparing financial statements.Key RequirementsBachelor of Commerce or equivalent accounting qualificationMinimum 5 years experience as an Accountant in the financial services or wealth management industryStrong knowledge of trusts,...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to...

Are you a highly skilled investment professional looking for a challenging role? Empire Recruitment has an exciting opportunity available for a Senior Investment Officer to join our team.The ideal candidate will have a strong background in investment management, with a minimum of 10 years of relevant experience.Key Job Responsibilities:Originate and...

Absa Group is a leading pan-African banking group with over 100 years of rich history. We're proud to be a local bank with regional and international expertise, offering unparalleled opportunities for growth and development. As a Portfolio Manager Executive, you'll have the chance to shape your own career path and make a lasting impact on our...

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...

Empire Recruitment is a leading investment firm seeking an experienced Senior Investment Officer to join our dynamic team.We are looking for a seasoned investment professional with at least 10 years of relevant experience in investment management.Key Responsibilities:Originate and negotiate investmentsDraft investment term sheetsConduct due diligence,...