BUSINESS DEVELOPMENT MANAGER – JOHANNESBURG – EE

An Asset Management company based in Johannesburg requires a Business Development Manager. Will be responsible for achieving retail sales targets through various channels including IFAs. Should have an excellent understanding of unit trusts. Required: 5 years’ experience in investments, retail investments advantageous Bcom Degree in Business/Investment Management (or similar) Strictly EE Please contact Tessa or […]

HEAD OF OFFSHORE SERVICES (JOHANNESBURG) – EE ONLY

A leading bank in SA is looking for a credible and experienced Leader to take on the Head of Offshore Services role based in Rosebank. Solid offshore product knowledge to maximize opportunities and minimize risks, background in offshore solutions, ability to build and maintain lasting relationships, leadership capability is a must as this role will […]

RELATIONSHIP MANAGER WEALTH AND INVESTMENT: TEAM LEADER (CAPE TOWN) – EE ONLY

Searching for an exciting opportunity? A top bank in SA is recruiting for a Relationship Manager specializing in Wealth and Investments to take on a Team Leader role. Solid Wealth and Investment product knowledge, background in structuring deals and lending, ability to build and maintain lasting relationships, interpret financial statements, is a must. Required 4 […]

MANAGER: FIDUCIARY SERVICES (DURBAN) – EE ONLY

Enthusiastic individual looking for the next step in their career? A banking giant based in Durban is in need of a Fiduciary Services Manager. Knowledge in taxation, background in trusts/ estates, ability to build and maintain lasting relationships is a must. Required 5 – 8 years’ experience with RE5 and Degree. Strictly EE. Please Contact […]

FIDUCIARY SPECIALIST SALES (PRETORIA / DURBAN) – EE ONLY

Fiduciary Specialist within the wealth space of a blue chip bank to look after a complex and versatile portfolio. Go-getter with practical knowledge in drafting of trusts and wills, estate planning, both personal and business. Insurance/offshore knowledge would be highly advantageous. This opportunity should attract someone who loves to look for solutions, apply their research […]

FIDUCIARY MANAGER – DURBAN (EE ONLY)

This is a client facing role and requires a business development focus as well as experience within the Wealth space. Legal degree/ CFP/ Tax qualification with at least 5 years Financial planning to High Net-worth Individuals/Exchange Control/Tax and related Fiduciary planning knowledge and experience. Please only apply if you fit the above criteria, if you […]

INVESTMENTS GRADUATE

Recent graduate with a strong passion for investments? Our client based in Cape Town is looking for you if you have: Relevant degree combined with strong academic results in Quantitative subjects (Maths Core, Science, Economics) from Matric all the way through to University. Ability to demonstrate team player and or leadership abilities Strong preference for […]

PRIVATE BANKERS – EE ONLY

A leading and innovative Bank is looking to hire experienced Private Bankers with gravitas to manage relationships with wealth clients. Utilise your relationship driven personality to establish meaningful new relationships for the bank. Your proven track record in new business development will be beneficial. You must have in-depth knowledge of banking product offerings and solutions […]

WEALTH MANAGER – EE ONLY

Giant local bank seeks an experienced and passionate Wealth Manager. Utilise your in-depth financial and wealth management knowledge to take over and grow a portfolio, aggressively “hunt” while maintaining relationships of HNW/UHNW and in some cases Family Office clients. The strong intention and expectation in this role is to increase AUM.  Relevant bachelor’s degree + […]

MANAGER FINANCIAL ADVISORS – CAPE TOWN (EE ONLY)

A dynamic insurance provider with dedicated brokers is on the lookout for a sales orientated manager to lead young and energetic Financial Advisers. This role will include recruiting, mentoring, supervising the team; managing sales target, assisting them to meet and to build valuable relationships with clients, the community and other stakeholders. Experience in the Life […]