A well-known financial advisory firm in Umhlanga is seeking an Experienced Financial Advisor to provide personalized financial advice and develop comprehensive plans for clients. The role involves maintaining client relationships and guiding decisions on investments and retirement planning. Ideal candidates must have 3-5 years in a financial advisory role, expertise in financial planning, and...
A leading financial services provider seeks a Wealth Manager based in Johannesburg. The role emphasizes serving high-income clients with investment and financial planning advice. Candidates must have an RE5 certification and a degree/NQF level 7. A minimum of 3 to 5 years of relevant experience is required. The position includes achieving sales targets, building client relationships, and...
A financial services institution in Johannesburg is seeking a Wealth Manager to provide expert advice on investments and estate planning to high-income clients. The role requires a Degree/NQF level 7 and RE5 certification, along with 3 to 5 years of experience. Responsibilities include achieving sales targets, maintaining client relationships, and ensuring compliance with internal policies. This...
A leading financial services company is seeking a Wealth Manager to offer comprehensive financial advisory services that focus on investments and estate planning for high-income clients. The ideal candidate must hold an NQF level 7 qualification, possess RE5 certification, and have 3 to 5 years of relevant experience. Key responsibilities include achieving sales targets, maintaining expert market...
A leading financial services firm in Johannesburg is seeking a Wealth Manager to provide tailored financial services to high-income clients. Responsibilities include advising on savings, investments, and estate planning, while achieving sales targets and maintaining compliance with industry standards. Ideal candidates will possess a Degree/NQF level 7 and RE5 certification, alongside 3 to 5 years...
A leading financial advisory group in George, South Africa, seeks a Wealth Manager to provide comprehensive financial services to high-income clients. The successful candidate will deliver investment, savings, and estate planning advice, ensuring compliance with regulations. Ideal candidates will hold a relevant degree and have 3 to 5 years of experience in wealth management. Join us for an...
A financial services firm is seeking a Financial Advisor - Investments to provide expert investment advice and financial planning services to clients in Cape Town. This role involves conducting thorough financial assessments, developing tailored investment strategies, and building long-term relationships with clients. Candidates must have strong knowledge of investment products, excellent...
A leading financial services company in Johannesburg is seeking a Wealth Manager to provide expert financial advice and planning to high-income clients. The role requires a degree and RE5 certification, along with 3 to 5 years of relevant experience. As a Wealth Manager, you will achieve production and sales targets, maintain knowledge of financial products, and ensure client satisfaction through...
Job description:This role requires a wealth product specialist in the Financial Services environment with in-depth experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team. The role is overall responsible to support a large national network of financial advisers with complex advice related matters. This includes working closely with...
Company Description BRISCH Administration Services is a trusted Broker Support service provider designed to assist Financial Planners with administrative, compliance, and practice management tasks. We enable planners to focus on offering their clients professional financial advice, while our professional administrator team handle their core administrative processes. Role Description Are you an...
Job Overview: We are seeking a highly motivated and experienced Financial Advisor to join our team, specializing in long-term insurance. The ideal candidate will have a strong background in financial services, particularly in long-term insurance, and be passionate about helping clients achieve financial security and peace of mind. In this role, you will be responsible for advising clients on...
Overview The purpose of this role is to assist the Investment Analyst in providing extensive reporting, monitoring and analysis of the investment portfolios of the Corporation and the establishment and upkeep of the systems to support these functions. The role also entails liaising with the Corporation’s back and middle offices and the custodian. The incumbent will work closely with the...
Job Description 12 Month Contract - Cape Town area - Hybrid Opportunity Our client, a leading Financial Services company, is currently looking to contract a Senior Project Manager with relevant experience and understanding of Investment data. Responsibilities - Project Delivery Management - Updating plans with actuals and forecasts - Financial Management and budget review - Risk and Issue...
Overview Engineer, Business Support & Development (Murex Risk) (Corporate & Investment Banking) Business Segment: Corporate & Investment Banking Location: ZA, GP, Johannesburg, 30 Baker Street The purpose of the job is to serve as a Risk Business Support and Development Engineer for the Murex Risk BSD team, focusing on Market Risk and Collateral businesses' regulatory and risk management...
Overview A leading provider of data and analytics solutions is looking for Total Plan Data Operations Director to join their team based in Cape Town. The successful candidate will oversee the management of Total Plan data operation activities including document management, hedge fund data, and accounting data, each of which has about 50 team members at present. This position will make sure team...
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...
A financial services company in Newcastle is seeking a Financial Adviser to assist clients with their financial planning and investment needs. The role involves meeting clients, developing tailored financial strategies, and providing ongoing financial management. Ideal candidates should have a strong background in finance, excellent communication skills, and the ability to work independently....
A major financial service provider is seeking a Wealth Manager in Johannesburg to offer financial services advice to high-income clients. The ideal candidate will have a degree, RE5 certification, and 3 to 5 years of experience. Responsibilities include achieving sales targets, ensuring compliance with regulations, and effectively managing client relationships. This full-time role provides an...
Job Description Our client, a leading Financial Services company, is currently looking to contract a Senior Project Manager with relevant experience and understanding of Investment data. Responsibilities - Project Delivery Management - Updating plans with actuals and forecasts - Financial Management and budget review - Risk and Issue Management - Escalating decisions and unresolved issues -...
Job Overview: We are seeking a highly motivated and experienced Financial Advisor to join our team, specializing in long-term insurance. The ideal candidate will have a strong background in financial services, particularly in long-term insurance, and be passionate about helping clients achieve financial security and peace of mind. In this role, you will be responsible for advising clients on...