Investment Jobs in Somerset West
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Search Results - Investment Jobs in Somerset West
The Recruitment CouncilSomerset West
Purpose
In this role, you will act as a full financial services advisor, providing specialized expertise in savings, investment, and estate planning. Your primary focus will be on delivering high-quality investment advice to help clients achieve...
Helderberg PersonnelSomerset West
Reference: SW004601-AM-1My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.Duties & ResponsibilitiesMain duties and responsibilities...
The Recruitment CouncilSomerset West
and wealth manager landscape. Located in Geroge, this permanent role reports to the Head of Distribution. The BDM combines relationship management, sales expertise, and technical investment knowledge to promote investment solutions, deepen existing...
Helderberg PersonnelSomerset West
Reference: SW004601-AM-1My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.Duties & ResponsibilitiesMain duties and responsibilities...
Status StaffingSomerset West
Regulatory Examination (RE5) qualification would be advantageous.
• Certified Financial Planner (CFP®) designation would be advantageous.
• Experience working with various LISPs (Linked Investment Service Providers) would be advantageous.
• Strong knowledge...
The Legends AgencySomerset West
A leading real estate finance firm is seeking a Commercial Real Estate Finance Analyst to enhance financial analysis capabilities. This fully remote role involves cash flow modeling, financial analysis, and client interactions. Ideal candidates will...
Optential Consulting (Pty) LtdSomerset West
the senior managers on profit-maximising ideas. Responsible for creating financial reports, directing investment activities, and developing plans for long-term financial goals.Main responsibilities of Focus AreaFinancial Planning and Analysis:Develop...
Investment jobs – More locations:
Helderberg Personnel CCSomerset West
portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customers objectives...
Helderberg Personnel CCSomerset West
Preparation of the necessary presentations, investment summaries and documentation for client review meetings.
• Assist with FAIS and FICA compliance and any other compliance requirements
• Scan to file all new business documents in client folder.
• General...
The Legends AgencySomerset West
and looking to make a meaningful impact in a fast-paced environment? We are searching for a Finance Operations Analyst who will play a pivotal role in ensuring the smooth running of our investment operations.ResponsibilitiesOperational Support & Data...
The Recruitment CouncilSomerset West
advice matters and ensuring our product suite remains market-competitive.
Experience Required: 7+ years in wealth and investment products
Key Responsibilities
As a subject matter expert, you will bridge the gap between technical product analysis...
Hb TechSomerset West
is at the forefront of this shift.In 2025, we secured strategic investment from Visa, following our $50 million Series B with Haun Ventures, Coinbase Ventures, Scribble Ventures, DRW Venture Capital, Avenir, and Tiger Global. With the backing of these leading...
The Recruitment CouncilSomerset West
advice matters and ensuring our product suite remains market-competitive.
Experience Required: 7+ years in wealth and investment products
Key Responsibilities
As a subject matter expert, you will bridge the gap between technical product analysis...
Helderberg Personnel CCSomerset West
Background or exposure to estates, trusts, life insurance policies, investments, or medical aids.
• Grade 12
Personal Attributes:
• Takes full ownership of assigned tasks
• Must be reliable, honest, and sincereÂ
• Should enjoy administrative work â...
Phoenix RecruitmentSomerset West
the preparation of capital expenditure proposals and investments in infrastructure or technology.Monitoring and analysing key performance indicators (KPIs) to assess company performance.Resolving operational issues and implementing process improvements.Conducting...
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