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
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 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 Centre of Excellence; Maintain logs of customer information to ensure the efficiency of the KYC process;
an I&O Operations Support Engineer, you will manage day-to-day operations to ensure the delivery of Report to the I&O Operations Specialist. Security and User Management: Act as the business application security reports. Report to the I&O Operations Specialist. Infrastructure: Maintain current functionality by the team. Report to the I&O Operations Specialist. Lan & Wan: Monitor and support the onsite support. Report to the I&O Operations Specialist. Asset Management: Update and maintain the asset register
Established and specialist investment business seeks an experienced Accountant to join their team within the financial sector
Solid knowledge of IFRS and accounting principles and practic ong Microsoft Excel knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains
Established and specialist investment business seeks an experienced Accountant to join their team. This Solid knowledge of IFRS and accounting principles and practices Strong Microsoft Excel knowledge, ability ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent analytical
Established and specialist investment business seeks an experienced Accountant to join their team. This Solid knowledge of IFRS and accounting principles and practices Strong Microsoft Excel knowledge, ability ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent analytical
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 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 Centre of Excellence; Maintain logs of customer information to ensure the efficiency of the KYC process;
Administrative Skills: · Efficiently schedule appointments: Manage appointment scheduling software effectively, minimize Maintain accurate patient records: Ensure patient information is accurate, up-to-date, and handled confidentially billing procedures clearly. · Multitask effectively: Manage multiple tasks simultaneously, prioritize effectively area is tidy and inviting. Professionalism and Knowledge: · Dress professionally: Maintain a clean and privacy and adhere to HIPAA regulations. · Stay informed about clinic policies and procedures: Familiarize
insights into customer behavior and preferences, informing targeted marketing campaigns. Drive member retention proven people leadership skills, with the ability to manage cross-functional teams and drive projects to successful Dynamics, Hubspot, or similar. • Strong technical knowledge of data analysis, segmentation, and reporting to changing priorities and business needs. • Knowledge and certifications in areas such as content marketing Project management skills. Working with competing deadlines and using recognised project management software
insights into customer behavior and preferences, informing targeted marketing campaigns. Drive member retention proven people leadership skills, with the ability to manage cross-functional teams and drive projects to successful Dynamics, Hubspot, or similar. • Strong technical knowledge of data analysis, segmentation, and reporting to changing priorities and business needs. • Knowledge and certifications in areas such as content marketing Project management skills. Working with competing deadlines and using recognised project management software