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 why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts, cultivating financial advice, crafting bespoke investment strategies, and ensuring client compliance with regulatory the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive but not limited to AML/CFT/PF) for the Global business across he various international regions it operates personal and business ethical code as well as solid time management skills to meet complex business demands 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
engagement and retention business. What will you do: Develop a clear strategy and approach to Member Engagement Engagement. Improve the accuracy of 1st party marketing data by building a robust CRM and marketing automation Grow member usage. Optimise revenue streams and business growth through targeted marketing initiatives comprehensive member engagement strategy aligned with overall business goals. Lead the implementation implementation of CRM systems, tools, and processes to meet business needs. Establish the necessary data infrastructure
engagement and retention business. What will you do: Develop a clear strategy and approach to Member Engagement Engagement. Improve the accuracy of 1st party marketing data by building a robust CRM and marketing automation Grow member usage. Optimise revenue streams and business growth through targeted marketing initiatives comprehensive member engagement strategy aligned with overall business goals. Lead the implementation implementation of CRM systems, tools, and processes to meet business needs. Establish the necessary data infrastructure
financial solutions and advisory services to businesses and high net worth individuals in South Africa lending, wealth management, asset management and transactional solutions to businesses and high-net-worth extend to investment strategies, private wealth management and treasury solutions. - Manage and administer administer the customer relationship management (CRM) system to ensure smooth operation and user satisfaction - and customizations based on user feedback and business requirements - Monitor system performance and
financial solutions and advisory services to businesses and high net worth individuals in South Africa lending, wealth management, asset management and transactional solutions to businesses and high-net-worth extend to investment strategies, private wealth management and treasury solutions. - Manage and administer administer the customer relationship management (CRM) system to ensure smooth operation and user satisfaction - and customizations based on user feedback and business requirements - Monitor system performance and
SOUTHERN SUBURBS MARKET RELATED, DEPENDING ON EXPERIENCE EE CANDIDATES PREFERRED Minimum requirements: Qualification Bank, ABSA Management of advocate payments during the month Trustworthy Good time management and deadline
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
Please note that if you have
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 designated opportunity, in line with our clients EE requirements. Please note that if you have not heard
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 designated opportunity, in line with our clients EE requirements. Please note that if you have not heard