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 the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic financial services firm renowned for its innovative approach to wealth management and client-centric
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Package on Offer Our Client, a Global Investment Firm is currently expanding their dynamic Compliance 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
to liaise with clients and action Business Development for the Firm Team-player Consultant: Stephnie Taljaard
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Package on Offer Our Client, a Global Investment Firm is currently expanding their dynamic Compliance 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
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 the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic financial services firm renowned for its innovative approach to wealth management and client-centric
essential Essential to be coming from a Conveyancing firm and handling the financial side thereof AJS experience Bank, ABSA Management of advocate payments during the month Trustworthy Good time management and deadline
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 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 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 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 and customizations based on user feedback and business requirements - Monitor system performance and
candidate to lead the member engagement and retention business. What will you do: Develop a clear strategy and Grow member usage. Optimise revenue streams and business growth through targeted marketing initiatives Develop and execute a comprehensive member engagement strategy aligned with overall business goals. Lead implementation of CRM systems, tools, and processes to meet business needs. Establish the necessary data infrastructure between Loyalty and other departments across the business. What do you need: • 8 years of experience in
candidate to lead the member engagement and retention business. What will you do: Develop a clear strategy and Grow member usage. Optimise revenue streams and business growth through targeted marketing initiatives Develop and execute a comprehensive member engagement strategy aligned with overall business goals. Lead implementation of CRM systems, tools, and processes to meet business needs. Establish the necessary data infrastructure between Loyalty and other departments across the business. What do you need: • 8 years of experience in