investors, and other key stakeholders. Maintain open and transparent communication, sharing updates on investors, and other key stakeholders. Maintain open and transparent communication, sharing updates on
investors, and other key stakeholders. Maintain open and transparent communication, sharing updates on investors, and other key stakeholders. Maintain open and transparent communication, sharing updates on
returns, capturing tax returns and assessments opening new tax files. Facilitate tax clearance certificates
investors, and other key stakeholders. Maintain open and transparent communication, sharing updates on
Relationship Officer is responsible for the servicing of all existing clients. Contacting allocated qulaified Attending to all existing client queries and requests timeously Handling, maintenance and tracking of all leads with all clients allocated to the team Making and confirming of appointments Assisatnce with all outsanding
Relationship Officer is responsible for the servicing of all existing clients. Contacting allocated qulaified Attending to all existing client queries and requests timeously Handling, maintenance and tracking of all leads with all clients allocated to the team Making and confirming of appointments Assisatnce with all outsanding
and foremost are responsible for the servicing of all our existing private clients that form part of the client book. The CRO provides first class service to all clients and as such maintain and increase the Company's clients for the Wealth Specialist. Attending to all existing client queries and requests timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as
and foremost are responsible for the servicing of all our existing private clients that form part of the client book. The CRO provides first class service to all clients and as such maintain and increase the Company's clients for the Wealth Specialist. Attending to all existing client queries and requests timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as
verification on all sites. Daily stock count reporting to management on all sites. Track all stock with procurement procurement and sale from receiving to despatch. Vet all source documents weekly/monthly in regard to stock
manage all Regulatory requirements of the Group which includes • Manage the completion of all commentary compliance regulatory training, keeping Compliance and all internal stakeholders (1st line) informed and updated understanding of all high-risk legislation that applies to the Group. • Keep abreast of all regulatory developments/changes may potentially impact the Group and engage with all relevant stakeholders on a timely basis to ensure division by becoming a trusted advisor • Execute on all Regulatory Compliance projects (end-end) within set