Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves
JOB DESCRIPTION | FINANCIAL PLANNING ASSOCIATE Job summary The main objective of this role it to prepare financial proposals and assist members with general enquiries where the financial advisors involvement is not required. You must have
JOB DESCRIPTION | WEALTH MANAGER Job summary The main objective of this role it to service existing clients, including but not limited to portfolio reviews, income sustainability reporting, general queries and maintaining relationships with clients. You
JOB DESCRIPTION | WEALTH MANAGER ASSISTANT Job summary The main objective of this role is to assist the Wealth Managers with any administration relating to the servicing of existing and prospective clients, with the primary focus
Allied Gold is a Canadian-based gold producer with a significant growth profile and mineral endowment which operates a portfolio of three producing assets and other development projects located in Côte dIvoire, Mali and Ethiopia. Led by a
Client Service Consultant A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers, and queries for all Domestic
Client Service Consultant A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic
JOB DESCRIPTION | FINANCIAL PLANNING ASSOCIATE Job Summary The main objective of this role it to prepare financial proposals and assist members with general enquiries where the financial advisors involvement is not required. You must have
JOB DESCRIPTION | WEALTH MANAGER Job summary The main objective of this role it to service existing clients, including but not limited to portfolio reviews, income sustainability reporting, general queries and maintaining relationships with clients. You
Allocator is a data technology company that provides an intelligence platform for institutional investors (LPs) in private markets. We help pension funds, endowments, foundations, family offices, and fund-of-funds transform how they manage and analyse their alternative investment
Wenz in Cape Town is seeking a Wealth Manager to service existing clients, conduct portfolio reviews, and provide retirement- and tax-informed financial planning. The role requires knowledge of living, life, retirement, preservation funds, TFSA, discretionary investments,
Allied Gold is a Canadian-based gold producer with a significant growth profile and mineral endowment which operates a portfolio of three producing assets and other development projects located in Côte dIvoire, Mali and Ethiopia. Led by a
Allocator Allocator is a data technology company that provides an intelligence platform for institutional investors (LPs) in private markets. We help pension funds, endowments, foundations, family offices, and fund-of-funds transform how they manage and analyse their alternative
JOB DESCRIPTION | FINANCIAL PLANNING ASSOCIATE Job summary The main objective of this role it to prepare financial proposals and assist members with general enquiries where the financial advisors involvement is not required. You must have
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior
JOB DESCRIPTION | FINANCIAL PLANNING ASSOCIATE Job Summary The main objective of this role it to prepare financial proposals and assist members with general enquiries where the financial advisors involvement is not required. You must have
JOB DESCRIPTION | FINANCIAL PLANNING ASSOCIATE Job summary The main objective of this role it to prepare financial proposals and assist members with general enquiries where the financial advisors involvement is not required. You must have
JOB DESCRIPTION | WEALTH MANAGER ASSISTANT Job summary The main objective of this role is to assist the Wealth Managers with any administration relating to the servicing of existing and prospective clients, with the primary focus
JOB DESCRIPTION | WEALTH MANAGER Job summary The main objective of this role it to service existing clients, including but not limited to portfolio reviews, income sustainability reporting, general queries and maintaining relationships with clients. You
A leading Insurance Brokerage in Dunkeld West is looking to onboard a professional with Discovery Invest product experience. Responsibilities: Responsible for the administration and servicing of investment products, ensuring that client instructions are processed accurately and