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
We are seeking a motivated and detail-oriented Senior Commercial Accountant to join our Finance team analysis of financial reports, including monthly management accounts, budget variance analysis, and forecasting of financial presentations and reports for senior management and stakeholders Annual budgeting process ACA,CA ) Strong Academic background Team lead / Management experience Good understanding of accounting principles
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 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 compliance related experience gained in the financial services or investment industry Knowledge of the investment
and wellness industry. Who are we looking for: A senior dynamic candidate to lead the member engagement within a senior leadership role • Solid and proven people leadership skills, with the ability to manage cross-functional cross-functional teams and drive projects to successful completion. • In-depth understanding and hands-on engagement. • Project management skills. Working with competing deadlines and using recognised project management
and wellness industry. Who are we looking for: A senior dynamic candidate to lead the member engagement within a senior leadership role • Solid and proven people leadership skills, with the ability to manage cross-functional cross-functional teams and drive projects to successful completion. • In-depth understanding and hands-on engagement. • Project management skills. Working with competing deadlines and using recognised project management
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 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 West Group are licenced and authorised financial services providers. Merchant West lending products extend 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
Analyst Developer (SQL) to join its Fund Data Services Team where you will conduct new feature analysis platform (core product). You will work on asset manager, hedge fund, and other investment business data Accounting, Fund Factsheets, and other fund data service solutions as an Analyst and Developer. The successful existing software solutions. Analyse and create project specification documents as required. REQUIREMENTS: investment products experience. Financial Risk Management from the perspective of a financial institution