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
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 the KYC Centre of Excellence; Maintain logs of customer information to ensure the efficiency of the KYC
fund accounting and keen to do more than just pricing? Is this you? You're an experienced Fund Accountant passion for investment administration and client service. What you'll be doing (and why you'll enjoy it) banking processes, ensuring accurate fund pricing, and managing comprehensive financial reporting for Retirement financial records and deliver high-quality client service, contributing to the team's success in a challenging You'll be joining a leading South African financial services firm specializing in transfer agency administration
including monthly management accounts, budget variance analysis, and forecasting Pricing analysis, contract 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
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 software environment. Advantageous - C#/VB.Net. Pricing, structuring, analysing or trading financial and investment products experience. Financial Risk Management from the perspective of a financial institution
This knowledge allows you to confidently answer customer questions and recommend suitable options. · Embrace products is contagious and fosters trust with customers. Share your knowledge and appreciation for the jewellery's beauty, craftsmanship, and symbolism. Customer Service and Sales Skills: · Active listening and building building rapport: Pay close attention to customer needs, preferences, and budget. Ask insightful questions jewellery piece. Highlight how it aligns with the customer's needs and aspirations. · Tailored recommendations
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 private wealth management and treasury solutions. - Manage and administer the customer relationship management Develop and implement CRM system enhancements and customizations based on user feedback and business requirements
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 private wealth management and treasury solutions. - Manage and administer the customer relationship management Develop and implement CRM system enhancements and customizations based on user feedback and business requirements