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 client service to ultra-high net worth clients. You excel in influencing others, have a strong grasp of 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
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive business across he various international regions it operates in. One are a strong and tactful communicator 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 Risk Manager in his/her responsibilities as they relate to the KYC Centre of Excellence; Maintain
Overview: As an I&O Operations Support Engineer, you will manage day-to-day operations to ensure the delivery new technologies. Primary Responsibilities: IT Operations: Monitor all infrastructure as a member of the Support business operations with telephony, infrastructure, connectivity, and MS operations. Implement and processes, and procedures. Ensure technical operational efficiency within the business. Execute business identified priorities within the team. Conduct IT operational monitoring and reporting. Identify, minimize
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
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 Microsoft Excel Intermediate/Advanced Skills - PowerBi experience advantageous. - Excellent communication
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 Microsoft Excel Intermediate/Advanced Skills - PowerBi experience advantageous. - Excellent communication
processes, ensuring accurate fund pricing, and managing comprehensive financial reporting for Retirement LISP products. Known for their commitment to excellence and innovation, our client navigates regulatory emphasizing integrity and accountability across their operations. You'll be based in professional offices in Claremont the option to work hybrid. What you'll need To excel in this role, you need to have a minimum of 2 years' advanced Excel skills, is highly advantageous. You need to have a keen eye for detail, excellent communication
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive business across he various international regions it operates in. One are a strong and tactful communicator 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 Risk Manager in his/her responsibilities as they relate to the KYC Centre of Excellence; Maintain
analysis of financial reports, including monthly management accounts, budget variance analysis, and forecasting financial presentations and reports for senior management and stakeholders Annual budgeting process by ACA,CA ) Strong Academic background Team lead / Management experience Good understanding of accounting principles (advantage) Excellent analytical, problem-solving, and communication skills Proficiency in Microsoft Excel and