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 influencing others, have a strong grasp of financial markets, and are committed to delivering tailored financial 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
is in need of a Data Analyst who will be responsible for actively identifying any data conflicts and patterns ensure we have data accuracy, integrity and the best possible datasets for our reports. Data Gathering: Collect Collect data from various sources, ensuring accuracy and completeness. Data Cleaning: Pre-process and and clean data to prepare it for analysis, which might involve handling missing values, outliers, and inconsistencies inconsistencies. Data Analysis: Utilise SQL to query databases and extract relevant information for analysis
as an Office Administrator National Diploma in Marketing, Communications or Public Relations Public Relations knowledge on how to utilize social media platforms Market Related
company activities Monitor and analyse financial data and identify discrepancies Prepare and assist with knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent
High Energy Individual Sound Computer Knowledge Market Related
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 CRM system - Plan and execute data migration projects to transfer data to and from the CRM system - Stay Attention to detail and organizational skills. Market Related Provident and Risk Benefits Maternity Benefits
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
the accuracy of 1st party marketing data by building a robust CRM and marketing automation model. Grow member growth through targeted marketing initiatives and effective use of customer data. Develop and execute a to meet business needs. Establish the necessary data infrastructure and technology platforms for personalized customer data to gain insights into customer behavior and preferences, informing targeted marketing campaigns you need: • 8 years of experience in CRM and marketing automation, with a proven track record of driving
the accuracy of 1st party marketing data by building a robust CRM and marketing automation model. Grow member growth through targeted marketing initiatives and effective use of customer data. Develop and execute a to meet business needs. Establish the necessary data infrastructure and technology platforms for personalized customer data to gain insights into customer behavior and preferences, informing targeted marketing campaigns you need: • 8 years of experience in CRM and marketing automation, with a proven track record of driving
analysis of financial reports, including monthly management accounts, budget variance analysis, and forecasting decision-making processes Conduct research and analysis on market trends, competitor performance, and industry benchmarks with cross-functional teams to gather financial data, provide insights, and support business planning reports for senior management and stakeholders Annual budgeting process by compiling data, preparing schedules ACA,CA ) Strong Academic background Team lead / Management experience Good understanding of accounting principles