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 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 but not limited to AML/CFT/PF) for the Global business across he various international regions it operates professionalism, integrity in both personal and business ethical code as well as solid time management skills to to meet complex business demands and reporting requirements. Key Duties & Responsibilities Provide scanning; Work closely with the Regulatory and Risk Manager and inform them of any potential regulatory compliance
analysis of financial reports, including monthly management accounts, budget variance analysis, and forecasting implementation of financial models to support business decision-making processes Conduct research and financial data, provide insights, and support business planning activities Preparation of financial presentations presentations and reports for senior management and stakeholders Annual budgeting process by compiling ACA,CA ) Strong Academic background Team lead / Management experience Good understanding of accounting principles
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 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 but not limited to AML/CFT/PF) for the Global business across he various international regions it operates professionalism, integrity in both personal and business ethical code as well as solid time management skills to to meet complex business demands and reporting requirements. Key Duties & Responsibilities Provide scanning; Work closely with the Regulatory and Risk Manager and inform them of any potential regulatory compliance
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
an I&O Operations Support Engineer, you will manage day-to-day operations to ensure the delivery of end-user support for the business. Act as the IT contact center. Support business operations with telephony technical operational efficiency within the business. Execute business needs based on identified priorities support to the business. Report to the I&O Operations Specialist. Security and User Management: Act as the the business application security administrator for all core applications. Perform spot checks on Ad