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 Our Client, a Global Investment Firm is currently expanding their dynamic Compliance Team Forming part the broader Assurance Team, the Compliance Officer will support the Compliance Team with all required tasks (including but not limited to AML/CFT/PF) for the Global business across he various international regions organisational and attention to detail skills. You are a team player who consistently demonstrates a high level
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Our Client, a Global Investment Firm is currently expanding their dynamic Compliance Team Forming part the broader Assurance Team, the Compliance Officer will support the Compliance Team with all required tasks (including but not limited to AML/CFT/PF) for the Global business across he various international regions organisational and attention to detail skills. You are a team player who consistently demonstrates a high level
Town Conducting global macroeconomic research for the portfolio manager and CAM team. Building models Chinese GDP and inflation. Input into portfolio manager and team's decision-making frameworks. Building valuation portfolio manager on daily portfolio management activities on multi-asset funds/portfolios and global equity presenting to various parties and forums. Analyse the global economic landscape and financial markets to highlight variables/developments to provide input into the portfolio managers and the house's macro-economic assumptions that
Town Conducting global macroeconomic research for the portfolio manager and CAM team. Building models Chinese GDP and inflation. Input into portfolio manager and team's decision-making frameworks. Building valuation portfolio manager on daily portfolio management activities on multi-asset funds/portfolios and global equity presenting to various parties and forums. Analyse the global economic landscape and financial markets to highlight variables/developments to provide input into the portfolio managers and the house's macro-economic assumptions that
Who are we: An established global group of companies dedicated to the health and wellness industry. Who targeted marketing initiatives and effective use of customer data. Develop and execute a comprehensive member communications at scale. Analyze customer data to gain insights into customer behavior and preferences, informing implement innovative ways to engage and monetize the customer base. Collaborate with the Head of Brand and Communications consistency and alignment of messaging across all customer touchpoints. Evaluate and report on the success
Who are we: An established global group of companies dedicated to the health and wellness industry. Who targeted marketing initiatives and effective use of customer data. Develop and execute a comprehensive member communications at scale. Analyze customer data to gain insights into customer behavior and preferences, informing implement innovative ways to engage and monetize the customer base. Collaborate with the Head of Brand and Communications consistency and alignment of messaging across all customer touchpoints. Evaluate and report on the success
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 West Group are licenced and authorised financial services providers. Merchant West lending products extend private wealth management and treasury solutions. - Manage and administer the customer relationship management Develop and implement CRM system enhancements and customizations based on user feedback and business requirements