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 why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts, cultivating the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic
as an Office Administrator National Diploma in Marketing, Communications or Public Relations Public Relations knowledge on how to utilize social media platforms Market Related
Established and specialist investment business seeks an experienced Accountant to join their team. This reconciliations Co-ordinate and liaise with internal parties to support internal company activities Monitor and analyse knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent
A leading business in the Financial industry, based in Claremont, Cape Town is seeking to employ an experienced High Energy Individual Sound Computer Knowledge Market Related
financial solutions and advisory services to businesses and high net worth individuals in South Africa lending, wealth management, asset management and transactional solutions to businesses and high-net-worth 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 and customizations based on user feedback and business requirements - Monitor system performance and
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive to AML/CFT/PF) for the Global business across he various international regions it operates in. One are personal and business ethical code as well as solid time management skills to meet complex business demands 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
analysis of financial reports, including monthly management accounts, budget variance analysis, and forecasting models to support business decision-making processes Conduct research and analysis on market trends, competitor financial data, provide insights, and support business planning activities Preparation of financial presentations presentations and reports for senior management and stakeholders Annual budgeting process by compiling ACA,CA ) Strong Academic background Team lead / Management experience Good understanding of accounting principles
candidate to lead the member engagement and retention business. What will you do: Develop a clear strategy and the accuracy of 1st party marketing data by building a robust CRM and marketing automation model. Grow member Optimise revenue streams and business growth through targeted marketing initiatives and effective use overall business goals. Lead the implementation of CRM systems, tools, and processes to meet business needs behavior and preferences, informing targeted marketing campaigns. Drive member retention through targeted
candidate to lead the member engagement and retention business. What will you do: Develop a clear strategy and the accuracy of 1st party marketing data by building a robust CRM and marketing automation model. Grow member Optimise revenue streams and business growth through targeted marketing initiatives and effective use overall business goals. Lead the implementation of CRM systems, tools, and processes to meet business needs behavior and preferences, informing targeted marketing campaigns. Drive member retention through targeted
financial solutions and advisory services to businesses and high net worth individuals in South Africa lending, wealth management, asset management and transactional solutions to businesses and high-net-worth 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 and customizations based on user feedback and business requirements - Monitor system performance and