Our client who operates in the investment space seeks a Client Onboarding Manager who will act as re POSITION INFO: Our client who operates in the investment space seeks a Clie…
Key Responsibilities: Administrative support to Wealth Manager: Prepare and collate new client onboarding documentation. Oversee the management and updating of client CRM p…
Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellen…
Our financial planners leverage off the specialist expertise of our wider network to bring a truly integrated financial planning experience. This includes investing to achieve yo…
Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellen…
Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with expe…
Aside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outsid…
Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with expe…
Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellen…
The main purpose of the Wealth Manger is to tell our story to as many ideal clients, to ensure increase in AUM as per targets, to cross sell the services of the business, to servic…
My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. Responsibilities: Information gathering via the Astute system for the Para-Planners a…
My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. Responsibilities: Information gathering via the Astute system for the Para-Planners a…
Understand products and services offered by the business. Analyse monthly fund performances and support with preparation of monthly business reports, third-party fund units report …
Who are we? The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive…
About EXANTE EXANTE is a wealth tech company that provides centralized trading solutions and B2B financial infrastructure that helps create value through technology. Our propri…
Hire Resolve's client in the Beverage Industry is seeking a dynamic and experienced Insights Manager to join their team in the Western Cape region. The Insights Manager will be r…
About our client: Our client is a global leader in digital marketing and client reporting solutions, empowering financial professionals to enhance investor engagement and retenti…
Syntech is a fast-growing technology distributor, and our goal is to improve lives through the innovative technology we bring to the market – from cutting-edge Smart Home technolog…
Job Description : About our client: Our client is a global leader in digital marketing and client reporting solutions, empowering financial professionals to enhance investor en…