pricing, and managing comprehensive financial reporting for Retirement and Life products. Your role will Trusts, Retirement Funds, Life Insurance, and LISP products. Known for their commitment to excellence and related to Unit Trusts, Retirement, Life, and LISP products, along with proficiency in software such as CaseWare
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 with the KYC processes; Interacts with other departments, internal audit and regulators; Conduct periodic
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 to plan, organise and take initiative to meet department/job objectives and deadlines independently
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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 to plan, organise and take initiative to meet department/job objectives and deadlines independently 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 to plan, organise and take initiative to meet department/job objectives and deadlines independently This
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 with the KYC processes; Interacts with other departments, internal audit and regulators; Conduct periodic
you excel as a jewellery sales consultant: Product Knowledge and Passion: · Develop a deep understanding and the craftsmanship behind each piece. This knowledge allows you to confidently answer customer questions enthusiasm for the products is contagious and fosters trust with customers. Share your knowledge and appreciation 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
closely with senior stakeholders across multiple departments to understand their data needs and provide tailored analytical support acting as a resource for departments across Integrated Technology Solutions. Tool reporting tools In depth conceptual and practical knowledge of Power BI and SQL to be able to connect to data
Facilitate relationships between Loyalty and other departments across the business. What do you need: • 8 years 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