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 a Wealth Manager, you will spearhead business development efforts, cultivating relationships with both both new and existing clients. Your role will involve providing comprehensive financial advice, crafting
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
Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable References High Energy Individual Sound Computer Knowledge Market Related
provides tailor-made lending, wealth management, asset management and transactional solutions to businesses private wealth management and treasury solutions. - Manage and administer the customer relationship management Develop and implement CRM system enhancements and customizations based on user feedback and business requirements Attention to detail and organizational skills. Market Related Provident and Risk Benefits Maternity Benefits
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
provides tailor-made lending, wealth management, asset management and transactional solutions to businesses private wealth management and treasury solutions. - Manage and administer the customer relationship management Develop and implement CRM system enhancements and customizations based on user feedback and business requirements Attention to detail and organizational skills. Market Related Provident and Risk Benefits Maternity Benefits
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
targeted marketing initiatives and effective use of customer data. Develop and execute a comprehensive member communications at scale. Analyze customer data to gain insights into customer behavior and preferences, informing implement innovative ways to engage and monetize the customer base. Collaborate with the Head of Brand and Communications consistency and alignment of messaging across all customer touchpoints. Evaluate and report on the success triggers and milestones to enhance customer experience. Facilitate relationships between Loyalty and other departments
targeted marketing initiatives and effective use of customer data. Develop and execute a comprehensive member communications at scale. Analyze customer data to gain insights into customer behavior and preferences, informing implement innovative ways to engage and monetize the customer base. Collaborate with the Head of Brand and Communications consistency and alignment of messaging across all customer touchpoints. Evaluate and report on the success triggers and milestones to enhance customer experience. Facilitate relationships between Loyalty and other departments