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 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
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 Pay close attention to customer needs, preferences, and budget. Ask insightful questions to understand jewellery piece. Highlight how it aligns with the customer's needs and aspirations. · Tailored recommendations
analysis of financial reports, including monthly management accounts, budget variance analysis, and forecasting cross-functional teams to gather financial data, provide insights, and support business planning activities Preparation 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
appealing dashboards that summarize key findings and insights from the data. Presentation of Findings: Clearly through reports and visualizations, ensuring the insights are actionable and understandable. Stakeholder
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
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
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