Financial industry, based in Claremont, Cape Town is seeking to employ an experienced Financial Services Representative Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable References High Energy
Financial industry, based in Claremont, Cape Town is seeking to employ an experienced Financial Services Representative Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable References High Energy
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 the KYC Centre of Excellence; Maintain logs of customer information to ensure the efficiency of the KYC
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 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
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 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
companies dedicated to the health and wellness industry. Who are we looking for: A senior dynamic candidate 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
companies dedicated to the health and wellness industry. Who are we looking for: A senior dynamic candidate 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
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 building building rapport: Pay close attention to customer needs, preferences, and budget. Ask insightful questions jewellery piece. Highlight how it aligns with the customer's needs and aspirations. · Tailored recommendations