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
an I&O Operations Support Engineer, you will manage day-to-day operations to ensure the delivery of Report to the I&O Operations Specialist. Security and User Management: Act as the business application security reports. Report to the I&O Operations Specialist. Infrastructure: Maintain current functionality by the team. Report to the I&O Operations Specialist. Lan & Wan: Monitor and support the onsite support. Report to the I&O Operations Specialist. Asset Management: Update and maintain the asset register
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 unique value proposition of each jewellery piece. Highlight how it aligns with the customer's needs and
Established and specialist investment business seeks an experienced Accountant to join their team knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous
Established and specialist investment business seeks an experienced Accountant to join their team. This knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent
Established and specialist investment business seeks an experienced Accountant to join their team. This knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent
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
processes, ensuring accurate fund pricing, and managing comprehensive financial reporting for Retirement opportunity to grow professionally within a company that values diversity and inclusion. Enjoy a supportive work impact in the financial services sector. Our client values diversity and nurtures talent to create a supportive