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 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 renowned for its innovative approach to wealth management and client-centric solutions. With a strong foothold
providers of specialised financial solutions and advisory services to businesses and high net worth individuals provides tailor-made lending, wealth management, asset management and transactional solutions to businesses Merchant West advisory products extend to investment strategies, private wealth management and treasury treasury solutions. - Manage and administer the customer relationship management (CRM) system to ensure smooth Develop and implement CRM system enhancements and customizations based on user feedback and business requirements
providers of specialised financial solutions and advisory services to businesses and high net worth individuals provides tailor-made lending, wealth management, asset management and transactional solutions to businesses Merchant West advisory products extend to investment strategies, private wealth management and treasury treasury solutions. - Manage and administer the customer relationship management (CRM) system to ensure smooth Develop and implement CRM system enhancements and customizations based on user feedback and business requirements
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive expanding their dynamic Compliance Team Forming part of the broader Assurance Team, the Compliance Officer will will support the Compliance Team with all required tasks as it relates to the group's day-to day compliance organisational and attention to detail skills. You are a team player who consistently demonstrates a high level and business ethical code as well as solid time management skills to meet complex business demands and reporting
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 based on key triggers and milestones to enhance customer experience. Facilitate relationships between Loyalty
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 based on key triggers and milestones to enhance customer experience. Facilitate relationships between Loyalty
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive expanding their dynamic Compliance Team Forming part of the broader Assurance Team, the Compliance Officer will will support the Compliance Team with all required tasks as it relates to the group's day-to day compliance organisational and attention to detail skills. You are a team player who consistently demonstrates a high level and business ethical code as well as solid time management skills to meet complex business demands and reporting
This knowledge allows you to confidently answer customer questions and recommend suitable options. · Embrace products is contagious and fosters trust with customers. Share your knowledge and appreciation for the jewellery's beauty, craftsmanship, and symbolism. Customer Service and Sales Skills: · Active listening and and building rapport: Pay close attention to customer needs, preferences, and budget. Ask insightful jewellery piece. Highlight how it aligns with the customer's needs and aspirations. · Tailored recommendations
macroeconomic research for the portfolio manager and CAM team. Building models to forecast US, European Chinese GDP and inflation. Input into portfolio manager and team's decision-making frameworks. Building valuation classes. Collaborating with portfolio manager on daily portfolio management activities on multi-asset funds/portfolios variables/developments to provide input into the portfolio managers and the house's macro-economic assumptions that risks and opportunities to the portfolio manager, and wider CAM team. This would, for example, include the
macroeconomic research for the portfolio manager and CAM team. Building models to forecast US, European Chinese GDP and inflation. Input into portfolio manager and team's decision-making frameworks. Building valuation classes. Collaborating with portfolio manager on daily portfolio management activities on multi-asset funds/portfolios variables/developments to provide input into the portfolio managers and the house's macro-economic assumptions that risks and opportunities to the portfolio manager, and wider CAM team. This would, for example, include the