transactions o Existing business transactions (investments, retirement's, withdrawals, switches, transfers all interactions with clients / IFA's on Siebel CRM. § Correct and timeous rectification of errors §
Join Our Client's Team as a CRM Commercial Data Analyst Our client, a leading global hygiene and health health company, is excited to welcome a CRM Commercial Data Analyst to their team in Johannesburg. In this leading, directing, & developing the respective CRM & CA organization structure, team, & performance the value of launched solutions and tools Support CRM utilization, engagement and value for sales & working within CRM and related processes across designated region/countries. Co-develop CRM tools &
PA / Admin Assistant with financial services / investment experience. Immediate start and own car essential include: Diary Management Client Liaison General Administration – filing, photocopying, faxing, Internet & other claim.eg. Dread Diseases, disability ETC Investments –Checking on fund performance's, exercising fund Wealth, Glacier & Ninety One Updating Elite CRM System Ensuring clients compliant with Regulation
sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance a Big 4 accounting firm. Keen interest in the investment space required and articles covering Financial
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: Experience • 3 to 5 years of relevant experience in investments • Will be required to be a FAIS compliant representative managers alongside the portfolio managers and investment research teams • Understands the construction portfolios and products that target different kinds of investment objectives • Ensure that portfolios are kept portfolios • Understanding and regular monitoring of investment managers held in our products • Develop an understanding
required, honours advantageous. Passion for the investment industry and building a career in the field required
required, honours advantageous. Passion for the investment industry and building a career in the field required
transactions o Existing business transactions (investments, retirement's, withdrawals, switches, transfers all interactions with clients / IFA's on Siebel CRM. § Correct and timeous rectification of errors §
required, honours advantageous. Passion for the investment industry and building a career in the field required
manufacturing company, is seeking a dedicated HR Administrator to join their dynamic team. This role is essential