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 Experience & Skillset A Bachelor's degree in Finance, Economics, Commerce, Law or other relevant business
provides tailor-made lending, wealth management, asset management and transactional solutions to businesses to bespoke asset finance (across an extensive range of asset classes), fleet finance, working capital capital funding, property finance solutions and specialised finance. Merchant West advisory products extend 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
provides tailor-made lending, wealth management, asset management and transactional solutions to businesses to bespoke asset finance (across an extensive range of asset classes), fleet finance, working capital capital funding, property finance solutions and specialised finance. Merchant West advisory products extend 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
platform (core product). You will work on asset manager, hedge fund, and other investment business data candidate will possess an Undergraduate Degree in Finance/Actuarial Science/Accounting/Mathematics or similar REQUIREMENTS: Qualifications – Undergraduate Degree in Finance, Actuarial Science, Accounting, Mathematics, Statistics Recognised financial qualification if Degree was not finance-related. Experience/Skills - 2 Years' experience investment products experience. Financial Risk Management from the perspective of a financial institution
5 years' experience as an Office Administrator National Diploma in Marketing, Communications or Public
5 years' experience as an Office Administrator National Diploma in Marketing, Communications or Public
Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
investment professionals. Role reports to the Head of Finance and is a full time and in-office position. This with regulations and guidelines affecting the finances
Requirements: