experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
Have you built a base in terms of wealth management and eager to transition over to a bigger corporate brand? Is this you? You are an experienced Wealth Manager with a knack for hunting for new clients while building trust and delivering top-notch client service to ultra-high net worth clients. You excel in influencing 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
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 Opine on any new regulatory pronouncements or changes and potential impact they may have on the KYC processes and procedures; Assist the Regulatory and Risk Manager in his/her responsibilities as they relate to the
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 Opine on any new regulatory pronouncements or changes and potential impact they may have on the KYC processes and procedures; Assist the Regulatory and Risk Manager in his/her responsibilities as they relate to the
skills, with the ability to manage cross-functional teams and drive projects to successful completion. ownership. • Flexibility and enthusiasm in adapting to changing priorities and business needs. • Knowledge and engagement. • Project management skills. Working with competing deadlines and using recognised project management
skills, with the ability to manage cross-functional teams and drive projects to successful completion. ownership. • Flexibility and enthusiasm in adapting to changing priorities and business needs. • Knowledge and engagement. • Project management skills. Working with competing deadlines and using recognised project management
passion for investment administration and client service. What you'll be doing (and why you'll enjoy it) processes, ensuring accurate fund pricing, and managing comprehensive financial reporting for Retirement FATCA and CRS reporting and preparing for annual audits. You'll find satisfaction in utilizing your strong financial records and deliver high-quality client service, contributing to the team's success in a challenging You'll be joining a leading South African financial services firm specializing in transfer agency administration
My client is a registered financial service provider, offering innovative needs-based life and health Engineer, you will manage day-to-day operations to ensure the delivery of systems and services that meet or or exceed objectives and service levels. The ideal candidate will have exceptional communication skills I&O Operations Specialist. Security and User Management: Act as the business application security administrator Perform spot checks on Ad accounts. Assist with IT audits. Assist with quarterly security reports. Report
analysis of financial reports, including monthly management accounts, budget variance analysis, and forecasting financial presentations and reports for senior management and stakeholders Annual budgeting process by ACA,CA ) Strong Academic background Team lead / Management experience Good understanding of accounting principles analysis techniques, and commercial acumen Strong Audit background International wholesale industry background