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
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 the KYC Centre of Excellence; Maintain logs of customer information to ensure the efficiency of the KYC
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 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 on key triggers and milestones to enhance customer experience. Facilitate relationships between Loyalty
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 Bachelor's degree (Advantageous) - 2 years of experience working with CRM systems, preferably Salesforce Excel Intermediate/Advanced Skills - PowerBi experience advantageous. - Excellent communication and interpersonal
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 Bachelor's degree (Advantageous) - 2 years of experience working with CRM systems, preferably Salesforce Excel Intermediate/Advanced Skills - PowerBi experience advantageous. - Excellent communication and interpersonal
seeks sales ladies with minimum of 3 years sales experience. We are looking for well groomed and well spoken spoken mature ladies with sales experience and able to achieve targets. Matric, clear criminal record, 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
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 the KYC Centre of Excellence; Maintain logs of customer information to ensure the efficiency of the KYC
Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable References High Energy Individual
Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable References High Energy Individual