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
National Diploma in Marketing, Communications or Public Relations Public Relations experience would prove to on how to utilize social media platforms Market Related
knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent
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 PowerBi experience advantageous. - Excellent communication and interpersonal skills. - Ability to work Attention to detail and organizational skills. Market Related Provident and Risk Benefits Maternity Benefits
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Compliance Team with all required tasks as it relates to the group's day-to day compliance functions it operates in. One are a strong and tactful communicator who possesses exceptional organisational and 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
National Diploma in Marketing, Communications or Public Relations Public Relations experience would prove to on how to utilize social media platforms Market Related
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Compliance Team with all required tasks as it relates to the group's day-to day compliance functions it operates in. One are a strong and tactful communicator who possesses exceptional organisational and 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
platform (core product). You will work on asset manager, hedge fund, and other investment business data Train/Support/Coach junior members of team. Communicate with Directors and clients. Extend and maintain financial qualification if Degree was not finance-related. Experience/Skills - 2 Years' experience solving investment products experience. Financial Risk Management from the perspective of a financial institution Data and/or Quantitative Analysis in a finance-related context. ATTRIBUTES: High interest in Financial
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 PowerBi experience advantageous. - Excellent communication and interpersonal skills. - Ability to work Attention to detail and organizational skills. Market Related Provident and Risk Benefits Maternity Benefits