accounting skills accompanied by a passion for investment administration and client service. What you'll comprehensive financial reporting for Retirement and Life products. Your role will involve handling tax compliance Insurance, and LISP products. Known for their commitment to excellence and innovation, our client navigates related to Unit Trusts, Retirement, Life, and LISP products, along with proficiency in software such as CaseWare
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Package on Offer Our Client, a Global Investment Firm is currently expanding their dynamic Compliance the financial services or investment industry Knowledge of the investment industry Practical experience nspamerselev8recruitment.co.za COMPLIANCE, OFFICER, Investment, Risk, and, Regulatory, Management, Claremont
comprehensive financial advice, crafting bespoke investment strategies, and ensuring client compliance with prominent financial services firm renowned for its innovative approach to wealth management and client-centric complemented by at least 5 years of experience in investment and financial planning working as a Wealth Manager solid understanding of financial markets, investment products, and regulatory frameworks. Your interpersonal
comprehensive financial advice, crafting bespoke investment strategies, and ensuring client compliance with prominent financial services firm renowned for its innovative approach to wealth management and client-centric complemented by at least 5 years of experience in investment and financial planning working as a Wealth Manager solid understanding of financial markets, investment products, and regulatory frameworks. Your interpersonal
posted fees & write offs Client investment duties on various investment platforms: Corporate Saver, Standard Standard Bank TPFA, ABSA AMS Opening and closing of Investments on all platforms Drafting Guarantees Monthly Monthly interest journals for client investment accounts and reconciliations Monthly Trust bank reconciliations:
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Package on Offer Our Client, a Global Investment Firm is currently expanding their dynamic Compliance the financial services or investment industry Knowledge of the investment industry Practical experience nspamerselev8recruitment.co.za COMPLIANCE, OFFICER, Investment, Risk, and, Regulatory, Management, Claremont
platform (core product). You will work on asset manager, hedge fund, and other investment business data automation requirements including Unitisation, Investment Accounting, Fund Factsheets, and other fund data structuring, analysing or trading financial and investment products experience. Financial Risk Management from
financial services providers. Merchant West lending products extend to bespoke asset finance (across an extensive specialised finance. Merchant West advisory products extend to investment strategies, private wealth management
financial services providers. Merchant West lending products extend to bespoke asset finance (across an extensive specialised finance. Merchant West advisory products extend to investment strategies, private wealth management
help you excel as a jewellery sales consultant: Product Knowledge and Passion: · Develop a deep understanding passion for jewellery: Genuine enthusiasm for the products is contagious and fosters trust with customers behind the purchase. · Effective communication and product presentation: Clearly articulate the features, recommendations and storytelling: Go beyond just showcasing products. Use storytelling to connect with the customer South Africans often value personal connections. Invest time in building rapport with customers, remembering