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 influencing others, have a strong grasp of financial markets, and are committed to delivering tailored financial 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
as an Office Administrator National Diploma in Marketing, Communications or Public Relations Public Relations knowledge on how to utilize social media platforms Market Related
knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent
High Energy Individual Sound Computer Knowledge Market Related
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 - Plan and execute data migration projects to transfer data to and from the CRM system - Attention to detail and organizational skills. Market Related Provident and Risk Benefits Maternity Benefits
We are seeking a motivated and detail-oriented Senior Commercial Accountant to join our Finance team analysis of financial reports, including monthly management accounts, budget variance analysis, and forecasting decision-making processes Conduct research and analysis on market trends, competitor performance, and industry benchmarks of financial presentations and reports for senior management and stakeholders Annual budgeting process ACA,CA ) Strong Academic background Team lead / Management experience Good understanding of accounting principles
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
and wellness industry. Who are we looking for: A senior dynamic candidate to lead the member engagement the accuracy of 1st party marketing data by building a robust CRM and marketing automation model. Grow member streams and business growth through targeted marketing initiatives and effective use of customer data behavior and preferences, informing targeted marketing campaigns. Drive member retention through targeted you need: • 8 years of experience in CRM and marketing automation, with a proven track record of driving
and wellness industry. Who are we looking for: A senior dynamic candidate to lead the member engagement the accuracy of 1st party marketing data by building a robust CRM and marketing automation model. Grow member streams and business growth through targeted marketing initiatives and effective use of customer data behavior and preferences, informing targeted marketing campaigns. Drive member retention through targeted you need: • 8 years of experience in CRM and marketing automation, with a proven track record of driving
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