provides tailor-made lending, wealth management, asset management and transactional solutions to businesses investment strategies, private wealth management and treasury solutions. - Manage and administer the customer relationship relationship management (CRM) system to ensure smooth operation and user satisfaction - Create and maintain the CRM system - Provide training and support to users on how to effectively use the CRM system - Develop 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 investment strategies, private wealth management and treasury solutions. - Manage and administer the customer relationship relationship management (CRM) system to ensure smooth operation and user satisfaction - Create and maintain the CRM system - Provide training and support to users on how to effectively use the CRM system - Develop Develop and implement CRM system enhancements and customizations based on user feedback and business requirements
specializing in Financial Risk systems seeks the expertise of a Financial Analyst Developer (SQL) to join its Fund analysis and drive development on the platform (core product). You will work on asset manager, hedge fund, fund data service solutions as an Analyst and Developer. The successful candidate will possess an Undergraduate solutions in SQL Server and supporting Software Development frameworks & exposure to financial calculations Accounting, Mathematics, Statistics, Information Systems or Computer Science. Honours preferred. Recognised
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 you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts, cultivating relationships 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 OFFICER, Investment, Risk, and, Regulatory, Management, Claremont, Newlands, Western, Cape, S
engagement and retention business. What will you do: Develop a clear strategy and approach to Member Engagement initiatives and effective use of customer data. Develop and execute a comprehensive member engagement strategy business goals. Lead the implementation of CRM systems, tools, and processes to meet business needs. Establish necessary data infrastructure and technology platforms for personalized communications at scale. Analyze proven people leadership skills, with the ability to manage cross-functional teams and drive projects to successful
engagement and retention business. What will you do: Develop a clear strategy and approach to Member Engagement initiatives and effective use of customer data. Develop and execute a comprehensive member engagement strategy business goals. Lead the implementation of CRM systems, tools, and processes to meet business needs. Establish necessary data infrastructure and technology platforms for personalized communications at scale. Analyze proven people leadership skills, with the ability to manage cross-functional teams and drive projects to successful
Client investment duties on various investment platforms: Corporate Saver, Standard Bank TPFA, ABSA AMS AMS Opening and closing of Investments on all platforms Drafting Guarantees Monthly interest journals for Bank, ABSA Management of advocate payments during the month Trustworthy Good time management and deadline
Sound knowledge on how to utilize social media platforms Market Related
Sound knowledge on how to utilize social media platforms Market Related