provides tailor-made lending, wealth management, asset management and transactional solutions to businesses 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 within the CRM system - Provide training and support to users on how to effectively use the CRM system - - Develop and implement CRM system enhancements and customizations based on user feedback and business
provides tailor-made lending, wealth management, asset management and transactional solutions to businesses 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 within the CRM system - Provide training and support to users on how to effectively use the CRM system - - Develop and implement CRM system enhancements and customizations based on user feedback and business
Have you built a base in terms of wealth management and eager to transition over to a bigger corporate are an experienced Wealth Manager with a knack for hunting for new clients while building trust and delivering delivering top-notch client service to ultra-high net worth clients. You excel in influencing others be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts cultivating relationships with both new and existing clients. Your role will involve providing comprehensive
in Marketing, Communications or Public Relations Public Relations experience would prove to be advantageous on how to utilize social media platforms Market Related
knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent Equity designated opportunity, in line with our clients EE requirements. Please note that if you have not
Energy Individual Sound Computer Knowledge Market Related
of 1st party marketing data by building a robust CRM and marketing automation model. Grow member usage overall business goals. Lead the implementation of CRM systems, tools, and processes to meet business needs touchpoints. Evaluate and report on the success of CRM initiatives, making recommendations for improvements business. What do you need: • 8 years of experience in CRM and marketing automation, with a proven track record engagement, retention and revenue growth through CRM initiatives. • A minimum of 3 within a senior leadership
Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Package on Offer Our Client, a Global Compliance Team with all required tasks as it relates to the group's day-to day compliance functions 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 sections of the Compliance policies and procedures relating to KYC; Review KYC documents according to the
of 1st party marketing data by building a robust CRM and marketing automation model. Grow member usage overall business goals. Lead the implementation of CRM systems, tools, and processes to meet business needs touchpoints. Evaluate and report on the success of CRM initiatives, making recommendations for improvements business. What do you need: • 8 years of experience in CRM and marketing automation, with a proven track record engagement, retention and revenue growth through CRM initiatives. • A minimum of 3 within a senior leadership
Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Package on Offer Our Client, a Global Compliance Team with all required tasks as it relates to the group's day-to day compliance functions 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 sections of the Compliance policies and procedures relating to KYC; Review KYC documents according to the