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
in Marketing, Communications or Public Relations Public Relations experience would prove to be advantageous on how to utilize social media platforms Market Related
knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent
Energy Individual Sound Computer Knowledge Market Related
provides tailor-made lending, wealth management, asset management and transactional solutions to businesses Carolina USA. Certain companies in the Merchant West Group are licenced and authorised financial services providers 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 Attention to detail and organizational skills. Market Related Provident and Risk Benefits Maternity Benefits
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Compliance Team with all required tasks as it relates to the group's day-to day compliance functions (including 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 sections of the Compliance policies and procedures relating to KYC; Review KYC documents according to the
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Compliance Team with all required tasks as it relates to the group's day-to day compliance functions (including 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 sections of the Compliance policies and procedures relating to KYC; Review KYC documents according to the
provides tailor-made lending, wealth management, asset management and transactional solutions to businesses Carolina USA. Certain companies in the Merchant West Group are licenced and authorised financial services providers 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 Attention to detail and organizational skills. Market Related Provident and Risk Benefits Maternity Benefits
processes, ensuring accurate fund pricing, and managing comprehensive financial reporting for Retirement Accounting or equivalent. Your expertise in tax laws related to Unit Trusts, Retirement, Life, and LISP products talent to create a supportive environment where employees thrive and contribute to ongoing success. How
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