experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
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 building trust and delivering top-notch client service to ultra-high net worth clients. You excel in influencing 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
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Team with all required tasks as it relates to the group's day-to day compliance functions (including but 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
of specialised financial solutions and advisory services to businesses and high net worth individuals in provides tailor-made lending, wealth management, asset management and transactional solutions to businesses companies in the Merchant West Group are licenced and authorised financial services providers. Merchant West 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
of specialised financial solutions and advisory services to businesses and high net worth individuals in provides tailor-made lending, wealth management, asset management and transactional solutions to businesses companies in the Merchant West Group are licenced and authorised financial services providers. Merchant West 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
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Team with all required tasks as it relates to the group's day-to day compliance functions (including but 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
Who are we: An established global group of companies dedicated to the health and wellness industry. Who proven people leadership skills, with the ability to manage cross-functional teams and drive projects to successful and influence stakeholders at all levels up to Group EXCO. • A strategic mindset with the ability to Project management skills. Working with competing deadlines and using recognised project management software
Who are we: An established global group of companies dedicated to the health and wellness industry. Who proven people leadership skills, with the ability to manage cross-functional teams and drive projects to successful and influence stakeholders at all levels up to Group EXCO. • A strategic mindset with the ability to Project management skills. Working with competing deadlines and using recognised project management software
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 building trust and delivering top-notch client service to ultra-high net worth clients. You excel in influencing 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