International Wealth Strategist
6 days ago
The incumbent will be responsible for:
- Relationship Management – Building and developing strong and strategic relationships with HNW and Ultra-HNW Partners to enhance SLHK's ability at HNW Distribution and deliver the HNW Sales Target.
- HUBS Partnership and Development – Expanding collaboration, teamwork, and sharing to help HUBS win more business, relationships, and leverage opportunities.
- HNW Strategy and Key Initiatives – Providing strong drive and ownership to HNW initiatives internally and externally, working closely between front and back office to ensure effective implementation.
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Sun City, South Africa Sun Life Financial Full timeDirector, HNW/International Wealth Structuring, Relationship & Business DevelopmentDirector, HNW/International Wealth Structuring, Relationship & Business DevelopmentApply locations: Sun Life Hong Kong - Sun Life TowerTime type: Full timePosted on: Posted 2 Days AgoJob Description:Working with the Chief Partnership Officer, Brokerage, this role is...
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HNW Sales and Business Development Director
6 days ago
Sun City, South Africa Sun Life Financial Full timeAbout the RoleThe Director, HNW/International Wealth Structuring, Relationship & Business Development will be accountable for building and developing strong and strategic relationships with HNW and Ultra-HNW Partners. This includes enhancing SLHK's ability at HNW Distribution and delivering the HNW Sales Target.Key responsibilities include relationship...
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Paraplanner
2 weeks ago
Century City, South Africa Blue Desk Recruitment Full timeThis is a fast paced environment where you WILL learn and grow. (Wealth Management - International Company) You do however need to have already done para planning for at least 2 years to qualify. Corporate and professional is the environment you will find yourself in. We are looking for a consummate professional, who can self manage and who is a good team...
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Paraplanner
1 week ago
City of Cape Town, Western Cape, South Africa CA Financial Appointments Full timeMy client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. **Responsibilities**: - Recording of client meeting minutes and deliverables - Preparation of financial plans and needs analysis according to internal processes - Communicate with relevant product providers to request required information - Complete client...
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Chief Compliance Officer
2 weeks ago
City of Johannesburg, Gauteng, South Africa AGC Recruitment Full time**Chief Compliance Officer** **Required for a US Family Office (Private Wealth Advisory Firm)** **Background**: Our client is a US based family office - (Private Wealth Advisory Firm) and they have an immediate opening for an experienced attorney or compliance professional to lead the Family Office’s (FO) compliance in **Southern and Eastern Africa**. The...
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Junior Management Accountant
3 weeks ago
Century City, Western Cape, South Africa Cur8 Capital Full timeSummary : Cur8 Capital is an established sharia-compliant asset manager focused on the mass affluent audience. We offer a full suite of investments across real estate, income, private equity and venture capital. Cur8 Capital is a wholly-owned subsidiary of IslamicFinanceGuru (IFG), one of the worlds most prominent Islamic fintechs designed to help Muslims...