support to the private client investment team, ensuring the accurate and timeous processing of portfolio transactions... and asset management firm known for its disciplined investment approach and strong client relationships. The business operates...
and professionally, whether on the phone or via email, and you thrive in a fast-paced environment where juggling multiple priorities... and timely communication while maintaining accurate CRM records. From coordinating workflows and tracking deadlines within the...
environment. You're process-driven, proactive and solutions-focused, with the ability to manage multiple priorities... improvement. What you'll be doing (and why you'll enjoy it) You'll oversee the full trade lifecycle across multiple asset...
-oriented and highly organised, you take initiative, present with confidence, and hold yourself to the highest professional... to reside in the southern suburbs of Cape Town. What you'll need You hold a Commerce or Business Science degree...
requirements, assist with drafting Records of Advice and disclosure documents, and support the compilation of financial needs... structured mentorship, hands-on industry exposure, and the opportunity to build practical experience towards your CFP journey...
Cape Town can be considered. What you’ll get A fixed monthly salary plus incentives linked to growth of the client book...
to high standards, take pride in exceptional customer service and bring grit on the tough days. Detail-oriented and articulate... enjoy it) Reporting directly to the Founder, you'll play a pivotal role in ensuring the smooth running of the business...
will directly enhance the client experience, enabling the Wealth Manager to focus on building and nurturing long-term client...-term relationships, the business fosters a supportive, client-centric culture. As part of a collaborative team, you'll...
, a performance-led culture and a clear growth vision, the business offers a collaborative, high-calibre environment where expertise... is valued and impact is visible. The team operates with agility, professionalism and a shared commitment to excellence...
interaction in the CRM. You'll prepare review packs, capture CDD and compliance data, request portfolio information and generate... salary package aligned to your skills and experience, plus the chance to grow across marketing, reporting and process...
attention to detail and the ability to juggle multiple priorities, you pride yourself on being professional, trustworthy... financial decisions. What you'll be doing (and why you'll enjoy it) You'll play a vital support role in the wealth management...
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent... Partners, Line 1 stakeholders, policy owners, subject matter experts (SMEs), and the broader Risk and Assurance community...
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent.... The Risk Governance and Policy Consultant will work closely with Line 1 policy owners, subject matter experts (SMEs...