Investment and Wealth Strategist

EMEA3 Recruitment is looking for a skilled Credit and Investment Strategist to oversee the IDC portfolio and ensure its long-term sustainability.Job ResponsibilitiesIn this role, you will be responsible for developing, reviewing, and enhancing policies, guidelines, methodologies, and procedures relating to the full credit and investment value cycle within...

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...

-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 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...

-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...

Job DescriptionThe successful incumbent will be responsible for managing the existing portfolio of clients, focusing on their investment and wealth management needs. This includes client relationship management, collaboration with tax advisors and external providers, performance reporting, task management for structuring, market research and analysis, and...

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...

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...

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 -...

Company Description Starcom create experiences people love and actions brands need. When we combine our deep understanding of people with our unmatched expertise in media, magic happens: experiences get invited in, not filtered out. **Job Description**: Are you an integrated media strategist that can work across both online and offline channels? If so,...

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...

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...

Job DescriptionAbout the Role:The Investment Product Specialist will be responsible for driving sales growth, expanding client relationships, and promoting Merchant West's investment fund range. This role involves identifying new business opportunities, engaging with financial advisors and institutional clients, and ensuring that investment solutions align...

Company Description Starcom create experiences people love and actions brands need. When we combine our deep understanding of people with our unmatched expertise in media, magic happens: experiences get invited in, not filtered out. Are you an integrated media strategist that can work across both online and offline channels? If so, are you ready to...

About the RoleWe are looking for an experienced Fundraising Strategist to join our SEDU team at Nefcorp, driving growth and partnerships through innovative financial solutions.

Company Description We are the ROI Agency, a global media agency with presence in multiple markets around the world. We blend data, technology and brilliant specialists to scout out new opportunities, solve complex challenges and grow our clients’ business We are a people first agency. We believe in cultivating relationships with our partners and our...

Job Description:TalentCru is seeking a highly skilled and experienced tax specialist to join our team. As an Expert Tax Strategist, you will play a critical role in providing expert tax advisory services, focusing on tax planning, equity and loan deal structuring, and cross-border investments locally as well as in Africa.Responsibilities:Evaluate the impact...

Company OverviewEfficient Frontier Recruitment is a prominent Wealth Management firm seeking a highly skilled and experienced Wealth and Investment Manager to cater to the needs of an established portfolio of sophisticated high-net-worth clients.

**_ Our clients come from all walks of life and so do we! We hire great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger._** **Why You?** Welcome, you made it to the job description page! Let’s do this, you’ve earned your degree, now is the opportunity to do more with...

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...