Investment Manager

My client is one of the leading business financiers for viable small and medium enterprises (SMEs) in the world. They are passionate about financing, supporting and mentoring entrepreneurs. The long and short of it is as follows: We need a person with a degree with Accounts 11, a sales personality and 4-5 years' experience in a role where you made finance...

Western Cape, Bellville - (Pension + Medical Aid, Market related) South Africa’s leading business loan provider for SSMEs is looking for a **Regional Investment Manager **at their Cape Town office to assist in portfolio management along with deal sourcing, screening, negotiating and closing of transactions. EMPLOYMENT TYPE : Permanent SECTOR :...

Wealth Manager Administrators Location: Cape Town Northern Suburbs Start Date: ASAP Senior administrative team lead - Team management experience preferable Remuneration: - R 20 000 - R 28 000 General investment administrator - Strong insurance and investment administration skills required. Remuneration: - R15 000 - R18 000 **Requirements**: - 3 -...

Investment Analyst **Responsibilities** - Research on investment opportunities - Multi-manager and monitor the investment performance of portfolios - Reporting on portfolio performance and recommended changes - Develop and manage asset allocation models - Develop and maintain portfolio risk management systems - Study and overlook the economic environment...

Investment Analyst **Responsibilities** - Research on investment opportunities - Multi-manager and monitor the investment performance of portfolios - Reporting on portfolio performance and recommended changes - Develop and manage asset allocation models - Develop and maintain portfolio risk management systems - Study and overlook the economic environment...

My client is one of the leading business financiers for viable small and medium enterprises (SMEs) in the world. They are passionate about financing, supporting and mentoring entrepreneurs. The long and short of it is as follows: We need a person with a degree with Accounts 11, a sales personality and 4-5 years' experience in a role where you made finance...

Job title: Operations Specialist (Investment Management)Our client, an investment and asset management company situated in Bellville, has a vacancy in their Operations department for an experienced Operations Specialist.Role functionThe Operations Specialist will report into the Operations Manager who reports into the Chief Operating Officer.The purpose of...

Job title: Operations Specialist (Investment Management) Our client, an investment and asset management company situated in Bellville, has a vacancy in their Operations department for an experienced Operations Specialist . Role function The Operations Specialist will report into the Operations Manager who reports into the Chief Operating Officer. The...

My client a leading financial services company is looking for an experienced CA(SA) to join their team in capacity of Senior Specialist:Group Investment Asset Reporting. The purpose of this role will be to prepare and provide accurate, complete, and timely financial reporting to all stakeholders. The successful candidate will be someone who has previous...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY - Clear...

Wealth Manager Our client is looking for a Wealth Manager to assist the financial advisors. **Responsibilities** - Maintain relationship with clients and prepare their annual reviews - Assist clients with advice when needed - Propose portfolio amendments when needed - Review clients investments annually and when needed - Staying informed with industry...

Wealth Manager Our client is looking for a Wealth Manager to assist the financial advisors. **Responsibilities** - Maintain relationship with clients and prepare their annual reviews - Assist clients with advice when needed - Propose portfolio amendments when needed - Review clients investments annually and when needed - Staying informed with industry...

A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : PermanentSECTOR : FinanceBASIC SALARY : Market RelatedSTART DATE : ImmediateREQUIREMENTS: Bcom degree in Accounting, Finance or other business related field. A Property...

Sanlam Corporate forms part of Sanlam Life and Savings Cluster which offers retail and corporate life insurance, health and investment products in South Africa. 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...

Who are we? Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...

Who are we? The Sanlam Trust business offers professional Fiduciary Services to the South African market. We provide expert management of deceased solvent estates and living and testamentary trusts. The successful incumbent will be employed by Sanlam Trust, a subsidiary of Capital Legacy. What will you do? 1. Strategic positioning of the business area for...

Who are we?The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services....

Who are we?The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services....

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 financial...

Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides...