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
join their team. 2 - 5 years' experience as an Office Administrator National Diploma in Marketing, Communications knowledge on how to utilize social media platforms Market Related
experienced Accountant to join their team. This is a dynamic and passionate team of investment professionals. 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 independently and as part of a team. - Attention to detail and organizational skills. Market Related Provident and
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive expanding their dynamic Compliance Team Forming part of the broader Assurance Team, the Compliance Officer will will support the Compliance Team with all required tasks as it relates to the group's day-to day compliance organisational and attention to detail skills. You are a team player who consistently demonstrates a high level and business ethical code as well as solid time management skills to meet complex business demands and reporting
the accuracy of 1st party marketing data by building a robust CRM and marketing automation model. Grow member streams and business growth through targeted marketing initiatives and effective use of customer data behavior and preferences, informing targeted marketing campaigns. Drive member retention through targeted you need: • 8 years of experience in CRM and marketing automation, with a proven track record of driving leadership skills, with the ability to manage cross-functional teams and drive projects to successful completion
the accuracy of 1st party marketing data by building a robust CRM and marketing automation model. Grow member streams and business growth through targeted marketing initiatives and effective use of customer data behavior and preferences, informing targeted marketing campaigns. Drive member retention through targeted you need: • 8 years of experience in CRM and marketing automation, with a proven track record of driving leadership skills, with the ability to manage cross-functional teams and drive projects to successful completion
macroeconomic research for the portfolio manager and CAM team. Building models to forecast US, European Chinese GDP and inflation. Input into portfolio manager and team's decision-making frameworks. Building valuation classes. Collaborating with portfolio manager on daily portfolio management activities on multi-asset funds/portfolios Analyse the global economic landscape and financial markets to highlight risks and opportunities Continuous variables/developments to provide input into the portfolio managers and the house's macro-economic assumptions that
macroeconomic research for the portfolio manager and CAM team. Building models to forecast US, European Chinese GDP and inflation. Input into portfolio manager and team's decision-making frameworks. Building valuation classes. Collaborating with portfolio manager on daily portfolio management activities on multi-asset funds/portfolios Analyse the global economic landscape and financial markets to highlight risks and opportunities Continuous variables/developments to provide input into the portfolio managers and the house's macro-economic assumptions that