Funds and Trusts Jobs in South Africa

Job DescriptionThe Infrastructure Fund (IF) announced by the President in September 2018 addresses the need for a dedicated blended financing facility for infrastructure programme projects. The aim of the IF is to transform public infrastructure financial provisioning using blended finance - combini...

To source and secure new HNW individual Personal Insurance customers.The role will require a face to face interaction with high net worth customer market which always requires professional conduct.Providing a comprehensive array of customised Insurance solutions tailored to meet these customers need...

Reference: NFC023986-ULR-1If youre a finance professional who enjoys numbers people and the thrill of closing deals this could be your next big move. An independent financial advisory firm is looking for a Financial Analyst / Advisor to help grow and manage employee benefits solutions across an exis...

Reference: CPT000396-DvdM-1Our client a Insurance and Investment company in Paarl is looking for a Wealth Advisor Assistant.Duties & ResponsibilitiesRequirements:Completed BCom Degree (Preferably majoring in Information Systems Analytics and Investment Planning / Risk Management) or BCom (Economics)...

Our client a Insurance and Investment company in Paarl is looking for a Wealth Advisor Assistant.Requirements:Completed BCom Degree (Preferably majoring in Information Systems Analytics and Investment Planning / Risk Management) or BCom (Economics) / NQF4 / 5 Short Term InsuranceNo More than 2 Years...

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e. Private Banking Signature Premium Growth and Commercial Banking) in order to solve for their complex financial needs.Qualifications : Minimum QualificationNQF level 6-7 Qualification (Advanced...

Reference: NPr003398-KN-1Where others see debt you see opportunity! Join our team now!Our client is looking for a Collections Fund Manager. The current position of Collections Manager was created to oversee primarily late-stage debt recovery and manage a sizable internal call centre-style collection...

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e. Private Banking Signature Premium Growth and Commercial Banking) in order to solve for their complex financial needs.Qualifications : Minimum QualificationNQF level 6-7 Qualification (Advanced...

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e. Private Banking Signature Premium Growth and Commercial Banking) in order to solve for their complex financial needs.Qualifications : Type of Qualification: DiplomaMinimum QualificationNQF leve...

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e. Private Banking Signature Premium Growth and Commercial Banking) in order to solve for their complex financial needs.Qualifications : Minimum QualificationNQF level 6-7 Qualification (Advanced...

FINANCIAL MANAGER / SENIOR FINANCIAL ACCOUNTANTWestern Cape (Half Day & Remotely)ROLE OVERVIEWDrive end-to-end financial integrity for a dual-jurisdiction (SA & US) operation. You will own the numbers from transaction processing through to financial statement preparation.RESPONSIBILITIESFinancial Tr...

Are you the kind of finance professional who loves turning complex reconciliations into clean clear insights Do you enjoy owning the full bookkeeping function while also stepping up into management reporting budgeting and financial analysis If youre looking for a role where your impact is visible va...

Are you analytical commercially savvy and passionate about empowering SMEs through strategic investment Were looking for an Investment Officer who thrives on building strong business relationships assessing opportunities and negotiating impactful deals. If you enjoy combining financial expertise wit...

An established and fast-growing business within the financial services sector is seeking a commercially astute Financial Planner & Analyst to join their dynamic finance team.This is an exciting opportunity for a data-driven finance professional who thrives in a performance-focused environment and wa...

A leading financial services group is seeking an experienced Wealth Manager Administrator to take full ownership of the administration coordination and compliance of a fast-growing wealth and investment book.This role is suited to a highly organised and detail-driven professional with strong regulat...

Financial Advisor Commercial Insurance (Sales) Key Responsibilities:Identify and target potential commercial clients through prospecting networking and referralsAssess client needs and offer suitable commercial insurance and financial solutionsPrepare and present proposals quotes and product options...

DescriptionGroup & Holding Company Finance OperationsRetain direct responsibility for the day-to-day financial management of Ignition Telecoms Investments (the Group holding company).Ensure accurate accounting reporting compliance and financial control at holding company level.Act as the primary esc...

About the Opportunity Wealth AssistantMenlyn Pretoria Market related salary Do you thrive in a support role have what it takes to help make a Wealth Manager successfulIs this youYouve worked in a support role supporting Financial Advisors but youre keen to make a change and take on more technical re...

Reference: CFA020893-KR-1Seeking a Senior Investment Consultant to lead client engagements provide strategic investment advice and deliver high-quality consulting outputs. This role combines technical investment expertise with strong client relationship management skills and offers the opportunity t...

IntroductionOur client seeks to appoint an experienced Senior Wealth Administrator with at least 5 years direct experience in a supporting role to financial planners and paraplanners. XPlan and MS Office at an intermediate level is essential. The incumbent must have exceptional telephone interperson...