Investment Portfolio Manager
3 days ago
We are seeking an experienced Wealth Management Specialist to join our team at The Recruitment Council. As a key member of our wealth management team, you will be responsible for evaluating clients' financial situations, creating customized investment plans, and providing ongoing advice to enhance their wealth.
Main Responsibilities- Strategic Wealth Management:
- Evaluate comprehensive assessments of clients' financial status.
- Develop bespoke wealth management strategies aligned with clients' objectives.
- Design and manage investment portfolios using diverse asset classes.
- Offer guidance on retirement, estate planning, and comprehensive financial planning.
- Monitor and adjust clients' portfolios and plans in response to changing circumstances.
- Client-Centric Wealth Processes:
- Develop close relationships with business partners and practices.
- Address clients' needs for wealth creation, preservation, and income.
- Foster a client-centric culture emphasizing personalized wealth advice.
- Leadership and Team Management:
- Build productive relationships with key stakeholders.
- Attract, select, and recruit qualified talent.
- Create a positive work climate and culture.
- Demonstrate exemplary leadership through personal involvement and inclusive leadership.
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Portfolio Manager
24 hours ago
Centurion, Gauteng, South Africa Momentum Full timeCompany OverviewMomentum, a leading investment management company, is seeking a highly skilled and experienced Client Portfolio Manager to join its team. As a key member of the business development team, this role will play a crucial part in implementing our sales and growth strategy.The successful candidate will be responsible for driving business...
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Portfolio Management Director
3 days ago
Centurion, Gauteng, South Africa The Recruitment Council Full timeThe Recruitment Council seeks a seasoned Portfolio Management Director to lead our asset management team in developing and executing investment strategies that drive long-term growth and returns for our clients.Key Responsibilities:Develop and implement comprehensive investment strategies aligned with our clients' goals and risk tolerance.Manage and monitor...
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Portfolio Manager
3 days ago
Centurion, Gauteng, South Africa MMI Holdings Ltd Full timeClosing Date: 2023 / 03 / 31Reference Number: MMH221101-2Job Title: Portfolio ManagerPosition Type: PermanentRole Family: OperationsCluster: Momentum Insure Company LimitedRemote Opportunity: Some of the timeLocation - Country: South AfricaLocation - Province: GautengLocation - Town / City: CenturionIntroductionThrough our client-facing brands Metropolitan...
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Chief Investment Officer
3 days ago
Centurion, Gauteng, South Africa The Recruitment Council Full timeJoin a leading Asset Manager firm as Chief Investment Officer. With a global presence and a commitment to innovation, this company offers a dynamic environment for top-tier investment professionals. The primary purpose of the Chief Investment Officer (CIO) is to establish investment strategies and manage our flagship equity model portfolios (local and...
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Centurion, Gauteng, South Africa Momentum Full timeMomentum Centurion, Gauteng, South AfricaRole PurposeEquilibrium Discretionary Fund Manager is seeking a dynamic and experienced professional to join our team as a Client Portfolio Manager. The incumbent will play a dual role, combining business development with technical expertise. This role supports the Head of Equilibrium Distribution by taking out the...
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Financial Operations Specialist
4 days ago
Centurion, Gauteng, South Africa Communicate Recruitment Full timeJob DescriptionThe role of a Financial Operations Specialist - Investment Management is to support key investment functions, including IFRS reporting, technical operations, and solutions. This position requires the ability to improve operational processes, reduce risk, and drive automation.In this role, you will conduct root cause analysis, troubleshoot...
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Equity Portfolio Management Professional
24 hours ago
Centurion, Gauteng, South Africa Momentum Full timeKey ResponsibilitiesThe successful candidate will be expected to perform the following duties:Drive business development and deliver on sales targetsBolster support for the DFM and Investment Consulting value proposition across various LISP platformsEnable sales channels with the required knowledge and skills to position our capabilityActively disseminate...
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Investment Operations Expert
5 days ago
Centurion, Gauteng, South Africa Communicate Recruitment Full timeJob OverviewWe are seeking a highly skilled Investment Operations Expert to join our team at Communicate Recruitment. This role is a fantastic opportunity for an experienced professional to leverage their expertise in investment administration and operations to drive business growth.Main ResponsibilitiesSupport key investment functions, including financial...
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Centurion, Gauteng, South Africa Communicate Recruitment Full timeAbout the RoleCommunicate Recruitment is looking for a seasoned Senior Specialist in Investment Administration to play a pivotal role in driving the success of our clients. This position requires an individual with exceptional skills in investment operations, strong analytical abilities, and excellent communication skills.Key ResponsibilitiesParticipate in...
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Client Relationship Manager
24 hours ago
Centurion, Gauteng, South Africa Momentum Full timeAbout the RoleWe are looking for a seasoned professional to fill the position of Client Portfolio Manager. The ideal candidate will have a strong understanding of investment products and portfolio management, as well as excellent communication and interpersonal skills.The primary focus of this role will be to implement Equilibrium's sales and growth...
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Digital Portfolio Planner
3 weeks ago
Centurion, Gauteng, South Africa The Recruitment Council Full timeJob Title: Digital Portfolio PlannerPosition Overview: An exciting opportunity has arisen for a Digital Portfolio Planner to join a dynamic and innovative team within a leading organization in the financial services industry. This role is designed for a driven individual with a strong background in financial planning and client relationship management. The...
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Centurion, Gauteng, South Africa Guardrisk Group Full timePosition OverviewThe Investment Regional General Manager will play a key role in driving growth in sales distribution and achieving sales targets for Momentum. They will be responsible for acquiring new IFAs, building strong relationships with key stakeholders in the industry, and establishing a high-performance culture within the team.Key Requirements:BCom...
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Insurance Portfolio Manager
7 days ago
Centurion, Gauteng, South Africa CSG Recruit (Pty) LTD Full timeCompany OverviewCSG Recruit (Pty) LTD is a leading provider of commercial short-term insurance solutions. We're seeking a highly skilled Commercial Short-Term Insurance Administrator to join our team and play a key role in managing our commercial insurance portfolio.The successful candidate will be responsible for handling general inquiries, providing...
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Head Of Unit Centurion
3 days ago
Centurion, Gauteng, South Africa Sinakho Staffshop (Pty) Ltd Full timeDuties & ResponsibilitiesSetting and reviewing the investment philosophy and strategy for the corporation's local and offshore investment portfolio, while being cognisant of insurance liabilities, applicable regulations, risk appetite and solvency framework.Perform required asset modelling/analyses to inform the investment strategy.Review the Investment...
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Centurion, Gauteng, South Africa Guardrisk Group Full timeJob RequirementsThe ideal candidate for this role will have a BCom degree in Business Management or Investment Management, with minimum 5 years' investment management experience and 3-5 years' relevant management experience. They will be familiar with Momentum Investments products and processes and possess strong business acumen with the ability to take...
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Centurion, Gauteng, South Africa Guardrisk Group Full timeJob DescriptionThe Investment Regional General Manager will be responsible for acquiring new Independent Financial Advisors (IFAs) for Momentum, focusing on the effective placement of IFAs in the best panel with the best business capabilities. They will ensure a high-performance culture is established and maintained, driving profitable growth through...
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Digital Portfolio Planner
3 days ago
Centurion, Gauteng, South Africa The Recruitment Council Full timePosition Overview : An exciting opportunity has arisen for a Digital Portfolio Planner to join a dynamic and innovative team within a leading organization in the financial services industry. This role is designed for a driven individual with a strong background in financial planning and client relationship management. The successful candidate will engage...
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Agile Portfolio Strategist
2 days ago
Centurion, Gauteng, South Africa MMI Holdings Ltd Full timeCompany Overview">Momentum Metropolitan Holdings Ltd, a leading financial services provider in South Africa, offers a range of products and services to individuals and businesses.We are committed to helping our clients achieve their financial goals and aspirations through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards...
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Service Account Manager
1 day ago
Centurion, Gauteng, South Africa Momentum Investments Full timeAs a Service Account Manager (SAM) at Momentum Wealth Specialised Investments (SI), you will play a pivotal role in representing our brand to esteemed Financial Advisers. Your primary goal will be to foster client loyalty and maximise satisfaction by consistently delivering exceptional, world-class service, of the highest quality, in every interaction. You...
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Investment Planner
5 days ago
Centurion, Gauteng, South Africa Kainos Group Full timeWealth Management at Kainos Group:Kainos Group offers a comprehensive range of wealth management services designed to help clients achieve their long-term financial goals. Our experienced team of financial planners works closely with clients to develop personalized financial plans that cater to their unique needs and goals.Services Offered:Client...