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 and procedures; Assist the Regulatory and Risk Manager in his/her responsibilities as they relate to the compliance related experience gained in the financial services or investment industry Knowledge of the investment
Administrative Skills: · Efficiently schedule appointments: Manage appointment scheduling software effectively, minimize billing procedures clearly. · Multitask effectively: Manage multiple tasks simultaneously, prioritize effectively under pressure. · Stay organized and maintain a clean work area: Keep files and paperwork organized, and and Knowledge: · Dress professionally: Maintain a clean and professional appearance that aligns with the yourself with the clinic's policies, procedures, and services to answer patient inquiries accurately. · Continue
ensuring accuracy and completeness. Data Cleaning: Pre-process and clean data to prepare it for analysis, which
monthly management accounts, budget variance analysis, and forecasting Pricing analysis, contract review 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
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
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 Report to the I&O Operations Specialist. Asset Management: Update and maintain the asset register for all
of specialised financial solutions and advisory services to businesses and high net worth individuals in provides tailor-made lending, wealth management, asset management and transactional solutions to businesses West Group are licenced and authorised financial services providers. Merchant West lending products extend 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