Have you built a base in terms of wealth management and eager to transition over to a bigger corporate experienced Wealth Manager with a knack for hunting for new clients while building trust and delivering be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving renowned for its innovative approach to wealth management and client-centric solutions. With a strong foothold
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive and business ethical code as well as solid time management skills to meet complex business demands and reporting scanning; Work closely with the Regulatory and Risk Manager and inform them of any potential regulatory compliance and procedures; Assist the Regulatory and Risk Manager in his/her responsibilities as they relate to the OFFICER, Investment, Risk, and, Regulatory, Management, Claremont, Newlands, Western, Cape, S
Who are we: An established global group of companies dedicated to the health and wellness industry. Who Improve the accuracy of 1st party marketing data by building a robust CRM and marketing automation model. Grow skills, with the ability to manage cross-functional teams and drive projects to successful completion. engagement. • Project management skills. Working with competing deadlines and using recognised project management
Who are we: An established global group of companies dedicated to the health and wellness industry. Who Improve the accuracy of 1st party marketing data by building a robust CRM and marketing automation model. Grow skills, with the ability to manage cross-functional teams and drive projects to successful completion. engagement. • Project management skills. Working with competing deadlines and using recognised project management
platform (core product). You will work on asset manager, hedge fund, and other investment business data technology including strong SQL Server skills, building financial solutions in SQL Server and supporting existing software solutions. Analyse and create project specification documents as required. REQUIREMENTS: Strong SQL Server and data structure skills. Building financial solutions in SQL Server and supporting investment products experience. Financial Risk Management from the perspective of a financial institution
macroeconomic research for the portfolio manager and CAM team. Building models to forecast US, European, and Input into portfolio manager and team's decision-making frameworks. Building valuation models at the classes. Collaborating with portfolio manager on daily portfolio management activities on multi-asset funds/portfolios variables/developments to provide input into the portfolio managers and the house's macro-economic assumptions that the portfolio manager, and wider CAM team. This would, for example, include the building of valuation
macroeconomic research for the portfolio manager and CAM team. Building models to forecast US, European, and Input into portfolio manager and team's decision-making frameworks. Building valuation models at the classes. Collaborating with portfolio manager on daily portfolio management activities on multi-asset funds/portfolios variables/developments to provide input into the portfolio managers and the house's macro-economic assumptions that the portfolio manager, and wider CAM team. This would, for example, include the building of valuation
provides tailor-made lending, wealth management, asset management and transactional solutions to businesses Elizabeth, Namibia, and North Carolina USA. Certain companies in the Merchant West Group are licenced and authorised investment strategies, private wealth management and treasury solutions. - Manage and administer the customer relationship relationship management (CRM) system to ensure smooth operation and user satisfaction - Create and maintain the CRM system - Plan and execute data migration projects to transfer data to and from the CRM system -
provides tailor-made lending, wealth management, asset management and transactional solutions to businesses Elizabeth, Namibia, and North Carolina USA. Certain companies in the Merchant West Group are licenced and authorised investment strategies, private wealth management and treasury solutions. - Manage and administer the customer relationship relationship management (CRM) system to ensure smooth operation and user satisfaction - Create and maintain the CRM system - Plan and execute data migration projects to transfer data to and from the CRM system -
Consultant, Claremont & Newlands, Southern Suburbs. Company Name: Khula. Jewellery Sales Consultant. R13000 Service and Sales Skills: · Active listening and building rapport: Pay close attention to customer needs jewellery styles in various South African cultures. · Building trust and relationships: South Africans often often value personal connections. Invest time in building rapport with customers, remembering their preferences with excellent communication and a commitment to building trust with customers, will be key differentiators