experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
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 building trust and delivering top-notch client service to ultra-high net worth clients. You excel in influencing 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 Officer will support the Compliance Team with all required tasks as it relates to the group's day-to day solid time management skills to meet complex business demands and reporting requirements. Key Duties 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
Administrative Skills: · Efficiently schedule appointments: Manage appointment scheduling software effectively, minimize billing procedures clearly. · Multitask effectively: Manage multiple tasks simultaneously, prioritize effectively yourself with the clinic's policies, procedures, and services to answer patient inquiries accurately. · Continue clearly and work collaboratively with doctors, nurses, and other staff members to ensure smooth patient
of specialised financial solutions and advisory services to businesses and high net worth individuals in provides tailor-made lending, wealth management, asset management and transactional solutions to businesses West Group are licenced and authorised financial services providers. Merchant West lending 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
of specialised financial solutions and advisory services to businesses and high net worth individuals in provides tailor-made lending, wealth management, asset management and transactional solutions to businesses West Group are licenced and authorised financial services providers. Merchant West lending 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
Accountant in the Import & Export industry. You will manage account payables and receivables, update monthly receivables
Accountant in the Import & Export industry. You will manage account payables and receivables, update monthly payables and receivables Collaborate with Financial Managers and other team members to successfully execute correcting them Manage payroll activities and release salaries (at times) Coordinate and manage payment and and billing details of external service providers, contractors and vendors Verify payments and deposits reports for management and team members Other various administrative tasks as required Requirements: Tertiary
Analyst Developer (SQL) to join its Fund Data Services Team where you will conduct new feature analysis asset manager, hedge fund, and other investment business data and data automation requirements including Accounting, Fund Factsheets, and other fund data service solutions as an Analyst and Developer. The successful create project specification documents as required. REQUIREMENTS: Qualifications – Undergraduate Degree investment products experience. Financial Risk Management from the perspective of a financial institution