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 financial services or investment industry Knowledge of the investment industry Practical experience
and effective use of customer data. Develop and execute a comprehensive member engagement strategy aligned proven people leadership skills, with the ability to manage cross-functional teams and drive projects to successful Dynamics, Hubspot, or similar. • Strong technical knowledge of data analysis, segmentation, and reporting to changing priorities and business needs. • Knowledge and certifications in areas such as content marketing Project management skills. Working with competing deadlines and using recognised project management software
and effective use of customer data. Develop and execute a comprehensive member engagement strategy aligned proven people leadership skills, with the ability to manage cross-functional teams and drive projects to successful Dynamics, Hubspot, or similar. • Strong technical knowledge of data analysis, segmentation, and reporting to changing priorities and business needs. • Knowledge and certifications in areas such as content marketing Project management skills. Working with competing deadlines and using recognised project management software
Accountant in the Import & Export industry. You will manage account payables and receivables, update monthly borate with Financial Managers and other team members to successfully execute various accounting tasks
Accountant in the Import & Export industry. You will manage account payables and receivables, update monthly Collaborate with Financial Managers and other team members to successfully execute various accounting tasks correcting them Manage payroll activities and release salaries (at times) Coordinate and manage payment and coordinate with the bank Create daily reports for management and team members Other various administrative
an I&O Operations Support Engineer, you will manage day-to-day operations to ensure the delivery of technical operational efficiency within the business. Execute business needs based on identified priorities within I&O Operations Specialist. Security and User Management: Act as the business application security administrator Report to the I&O Operations Specialist. Asset Management: Update and maintain the asset register for all qualification (Computer and Information Science, Management Information Systems, Information Technology,
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 and dashboards within the CRM system - Plan and execute data migration projects to transfer data to and
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 and dashboards within the CRM system - Plan and execute data migration projects to transfer data to and
global macroeconomic research for the portfolio manager and CAM team. Building models to forecast US, European Chinese GDP and inflation. Input into portfolio manager and team's decision-making frameworks. Building classes. Collaborating with portfolio manager on daily portfolio management activities on multi-asset funds/portfolios variables/developments to provide input into the portfolio managers and the house's macro-economic assumptions that highlight risks and opportunities to the portfolio manager, and wider CAM team. This would, for example, include