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Trish Lee Trish Lee

Retail BDM

Our client, an independently owned and managed boutique asset manager, is seeking a professional self-starter with a passion for financial markets who works well within a high-performance team.

The Business Development Manager will be focused on driving net inflows from Independent Financial Advisors (IFA) into the firm’s products.

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Trish Lee Trish Lee

Finance and Operations Consultant

Our client, an independent financial services group based in Southern Suburbs Cape Town, is seeking a Finance & Operations Consultant to join their dynamic team.

The Finance and Operations Consultant is a full-time employee and reports to the Managing Director. The position’s primary goal is to ensure the day-to-day business and financial operations of the Platform run effectively and efficiently.

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Trish Lee Trish Lee

Finance Manager

Our client, a diamond mining company based in Northern Suburbs Cape Town, is seeking a Financial Manager to join their team.

The purpose of the role is to oversee and manage the company’s finances and ensure the financial well-being of the company.  The financial manager also drives the continuous improvement of end-to-end accounting practices for the company and ensures financial compliancy as regulated by Law.

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Trish Lee Trish Lee

Asset Administrator

Our client, a boutique investment firm based in Northern Suburbs Cape Town, is seeking an Asset Administrator to join their team.

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Trish Lee Trish Lee

Senior Compliance Officer

Our client is a boutique collective investment firm that hosts some of the top independent multi-managers in the industry, they are seeking a Senior Compliance Officer to join their team, based in Northern Suburbs Cape Town.

The purpose of the role is to assist the Governance Team, External Compliance Officer and Investment Partners with overall compliance legislation, taking the lead role specifically for all matters related to CISCA.

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Trish Lee Trish Lee

Portfolio Administrator

Our client is a Financial Services Provider who offer a tailored investment process and industry leading local & offshore portfolio construction.

A detail-oriented, proactive, individual, the Portfolio Administrator, will be responsible for the setup, maintenance, and oversight of investment products and transactions between key parties. The role includes performance tracking, data validation, and preparation of client and management reports, ensuring portfolios comply with mandates, regulatory requirements, and fee structures.  

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Trish Lee Trish Lee

Wealth Management Associate

Our client is an established Wealth Management firm that strives to provide a specialist solution to their client's individual financial needs, by offering a comprehensive range of services and expertise to manage and grow their wealth.
 
The purpose of the role is to deliver exceptional support to a Wealth Manager, effectively managing deadline-driven tasks, with client-centricity and professionalism.

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Trish Lee Trish Lee

Compliance and Risk Monitor

Our client, an Investment Firm in Cape Town, is seeking a Compliance and Risk Monitor to join their team.

The purpose of the role is to support the organisation’s governance function by conducting ongoing monitoring activities to evidence adherence to applicable compliance obligations, including statutory, regulatory, supervisory, and voluntary requirements.

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Trish Lee Trish Lee

Senior Wealth Manager

Our client, a leading financial institution based in the CBD Cape Town, is seeking a Senior Wealth Manager to join their expanding finance team.

In this role, you will play a pivotal part in expanding their client base and driving business growth, by identifying and acquiring new clients and providing an out of the ordinary investor experience by offering local and global investment solutions.

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