Merchant West is one of the largest privately-owned providers of specialised financial solutions and advisory products extend to investment strategies, private wealth management and treasury solutions. - Manage and dashboards within the CRM system - Plan and execute data migration projects to transfer data to and
Merchant West is one of the largest privately-owned providers of specialised financial solutions and advisory products extend to investment strategies, private wealth management and treasury solutions. - Manage and dashboards within the CRM system - Plan and execute data migration projects to transfer data to and
Managers and other team members to successfully execute various accounting tasks
Managers and other team members to successfully execute various accounting tasks Update monthly reports
My client is a registered financial service provider, offering innovative needs-based life and health technical operational efficiency within the business. Execute business needs based on identified priorities within
for hunting for new clients while building trust and delivering top-notch client service to ultra-high ultra-high net worth clients. You excel in influencing others, have a strong grasp of financial markets, and cultivating relationships with both new and existing clients. Your role will involve providing comprehensive crafting bespoke investment strategies, and ensuring client compliance with regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic
for hunting for new clients while building trust and delivering top-notch client service to ultra-high ultra-high net worth clients. You excel in influencing others, have a strong grasp of financial markets, and cultivating relationships with both new and existing clients. Your role will involve providing comprehensive crafting bespoke investment strategies, and ensuring client compliance with regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic
the generation of business from new and existing clients, therefore contributing to the company's profitability products Must have experience in a call Centre or client service environment Must have at least 2 years'
the generation of business from new and existing clients, therefore contributing to the company's profitability products Must have experience in a call Centre or client service environment Must have at least 2 years'
and effective use of customer data. Develop and execute a comprehensive member engagement strategy aligned