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
SOUTHERN SUBURBS MARKET RELATED, DEPENDING ON EXPERIENCE EE CANDIDATES PREFERRED Minimum requirements: Qualification firm and handling the financial side thereof AJS experience, and Excel advanced Capturing receipts Trust Bank, ABSA Management of advocate payments during the month Trustworthy Good time management and deadline
articles or have at least 3-5 years' work experience in a similar role within the financial sector
Solid knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous
Please note that if you have
completed articles or have at least 3-5 years' work experience in a similar role within the financial sector knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent designated opportunity, in line with our clients EE requirements. Please note that if you have not heard
completed articles or have at least 3-5 years' work experience in a similar role within the financial sector knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent designated opportunity, in line with our clients EE requirements. Please note that if you have not heard
processes, ensuring accurate fund pricing, and managing comprehensive financial reporting for Retirement role, you need to have a minimum of 2 years' experience gained in fund accounting and you need a completed fast-paced, deadline-driven environment. This role is EE only. What you'll get In addition to a competitive
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 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 on key triggers and milestones to enhance customer experience. Facilitate relationships between Loyalty
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 Bachelor's degree (Advantageous) - 2 years of experience working with CRM systems, preferably Salesforce Excel Intermediate/Advanced Skills - PowerBi experience advantageous. - Excellent communication and interpersonal