Investment Jobs in Somerset West
1 - 12 of 12
Search Results - Investment Jobs in Somerset West
The Recruitment Council-Somerset 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...
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Status Staffing-Somerset 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...
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The Recruitment Council-Somerset 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...
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Helderberg Personnel CC-Somerset 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...
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Optential Consulting (Pty) Ltd-Somerset 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...
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Helderberg Personnel CC-Somerset 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...
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Investment jobs – More locations:
The Recruitment Council-Somerset 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...
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Helderberg Personnel CC-Somerset 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...
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The Recruitment Council-Somerset 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...
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Sagen Advisory-Somerset West-
forecasting, ensuring sustainability.Support fundraising efforts: investor presentations, financial models, and due diligence preparation.Deliver board-level packs and executive dashboards with actionable insights.Partner with sales, product, and operations...
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Phoenix Recruitment-Somerset 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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Bash-Somerset West-
for our country.
Best of the Best – The wealth of talent we have will surprise + inspire you
Security within a startup – The best of both worlds. TFG’s buy-in lets us invest in the people and initiatives we believe in.
Agency and Optionality – Use...
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