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 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 OFFICER, Investment, Risk, and, Regulatory, Management, Claremont, Newlands, Western, Cape, S
provides tailor-made lending, wealth management, asset management and transactional solutions to businesses 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 implement CRM system enhancements and customizations based on user feedback and business requirements - Monitor within the CRM system - Plan and execute data migration projects to transfer data to and from the CRM
provides tailor-made lending, wealth management, asset management and transactional solutions to businesses 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 implement CRM system enhancements and customizations based on user feedback and business requirements - Monitor within the CRM system - Plan and execute data migration projects to transfer data to and from the CRM
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
Commercial Accountant to join our Finance team based at our Cape Town office. Preparation and analysis analysis of financial reports, including monthly management accounts, budget variance analysis, and forecasting financial presentations and reports for senior management and stakeholders Annual budgeting process by ACA,CA ) Strong Academic background Team lead / Management experience Good understanding of accounting principles
financial service provider, offering innovative needs-based life and health insurance cover for individuals an I&O Operations Support Engineer, you will manage day-to-day operations to ensure the delivery of efficiency within the business. Execute business needs based on identified priorities within the team. Conduct I&O Operations Specialist. Security and User Management: Act as the business application security administrator Report to the I&O Operations Specialist. Asset Management: Update and maintain the asset register for all
innovative ways to engage and monetize the customer base. Collaborate with the Head of Brand and Communications Establish automated member communication journeys based on key triggers and milestones to enhance customer proven people leadership skills, with the ability to manage cross-functional teams and drive projects to successful Project management skills. Working with competing deadlines and using recognised project management software
innovative ways to engage and monetize the customer base. Collaborate with the Head of Brand and Communications Establish automated member communication journeys based on key triggers and milestones to enhance customer proven people leadership skills, with the ability to manage cross-functional teams and drive projects to successful Project management skills. Working with competing deadlines and using recognised project management software
A leading business in the Financial industry, based in Claremont, Cape Town is seeking to employ an experienced