The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Financial Advisors) within an Asset Management / Wealth planning environment. Post Grad in Financial planning is an advantage. Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are...
This role is ideal for a highly analytical finance professional with strong investment and treasury expertise, excellent IFRS knowledge, and a passion for driving financial integrity and strategic insight. Reporting to the Head of Financial & Regulatory Reporting, you will lead the investment and treasury accounting function, ensuring accuracy, governance, and alignment with organisational...
Job Description: Conduct market research to identify potential clients and strategic partnerships Organise and participate in networking events, conferences, and industry forums to strengthen business networks Assess the financial health and potential risks of targeted companies through due diligence Create detailed financial models, including revenue projections, cost analysis, risk assessment,...
Key Responsibilities: - Capturing and reconciling vendor payments - Processing business and trust EFT payments - Processing new trust investments in line with Section 86(4) of the Legal Practice Act, including guarantees, add-ons, withdrawals, and closures - Performing monthly reconciliations and trust balance clean-ups - Handling ad hoc queries from internal stakeholders - Submitting all...
Senior investment Associate Sandton Johannesburg Our client in Sandton Johannesburg north investment is looking for a Senior Investment Associate within the Public Market with a strong back round in manager research/investment research. You will contribute across the full investment process – from manager due diligence and portfolio monitoring to forming investment recommendations and supporting...
The Compliance / Monitoring Officer will be responsible for ongoing monitoring of Category I and II advisory and investment activities within the business. This includes ensuring adherence to regulatory requirements, advice quality standards, and internal risk frameworks. The role will play a critical part in identifying and mitigating compliance risk across both advice and discretionary...
Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced Managing Director: Investment to join their team. This is an excellent opportunity for an individual with strong leadership, mentoring, and team collaboration abilities to grow their career within a reputable organisation. Your: Formal Education: - Relevant degree in business...
REQUIREMENTS - A completed BCom degree (Finance/Business/Insurance/Risk advantageous) - Genuine interest in developing a long-term career in the investment industry - Fluent in English and Afrikaans (both essential) - Detail-oriented, organised, and eager to learn - Confident communicator with a professional attitude - Able to work in-office in Claremont Monday to Friday - Full training provided...
Overview: Our client is a boutique asset manager, managing close to R20 billion in assets under management across South Africa and offshore. They are looking for an Operations Assistant to support the investment team with daily operational tasks. This role is important in ensuring compliance, supporting operational processes, and contributing to the overall effectiveness of the investment...
A leader in investment management in South Africa is about to take on Graduates (Finance / Investment / Economics / Business Science / Mathematics / Statistics) to join their team in Cape Town. Will be trained to work as an Investment Service Consultant. As an Investment Service Consultant, you will play a vital role in delivering exceptional client service and fostering long-term relationships...
Key Responsibilities: - Develop and manage a portfolio of ultra-high-net-worth clients (portfolios exceeding R1 billion). - Focus on gathering and retaining AUM by providing holistic global advice in an open architecture environment, emphasizing service excellence within the HNW, UHNW, and Family Office segments. - Conduct financial planning, risk analysis, and asset allocation strategies. -...
About the Role: We are seeking a highly skilled and strategic Financial Manager to lead the financial operations of a dynamic, fast-paced investment division. This role offers an exciting opportunity to shape financial strategies, oversee a diverse portfolio of investments—including agricultural assets—and provide critical insights to support business growth and sustainability. Key...
Our client is a well-established South African boutique investment administration service provider, founded and led by its original members. They specialise in servicing institutional investors, both local and international, and currently administer assets totaling approximately R2 trillion. We are recruiting a Tax Analyst to join this dynamic team. This role offers exposure to a wide range of...
Have you recently graduated at the top of your class and are eager to launch your career in the investment industry? If you're a high-achieving graduate with a strong academic track record, we have the perfect opportunity for you! Who We're Looking For: - BCom Degree in Investment Management, Financial Management, Economics, Mathematics, or Statistics - Minimum GPA of 63% – 65% - Strong...
We seek a bright, dynamic candidate with the following: - Completed Honours degree in investment management - Completed CFA preferred (minimum completed CFA level 2) - Minimum 5 years relevant working experience as an Investment Analyst within an asset management company. Strong marks and a history of academic and work success are essential. Duties will include: - Market research and...
Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced Managing Director: Investment to join their team. This is an excellent opportunity for an individual with strong leadership, mentoring, and team collaboration abilities to grow their career within a reputable organisation. Your: Formal Education: - Relevant degree in business...
Client Advisory & Relationship Management Lead client relationships across pension, insurance, and institutional mandates Develop and implement tailored investment strategies aligned with client objectives Present investment performance, market updates, and strategy recommendations at board and committee meetings Draft and maintain Investment Policy Statements (IPS) and related governance...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...
About the team: Fund Operations is a global team of 30 people broadly split into 5 sub teams all sharing the same core responsibility of oversight and facilitation of transfer agent activities and supporting clients who invest in their Fund Ranges. The Fund Operations team plays a vital role in ensuring efficient, compliant, and investor-focused fund administration through effective management...