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 compliance related duties as required. Qualifications, Experience & Skillset A Bachelor's degree in Finance
a key part of our dedicated healthcare team. Experience in medical office administration is a plus. Apply Administrative Skills: · Efficiently schedule appointments: Manage appointment scheduling software effectively, minimize billing procedures clearly. · Multitask effectively: Manage multiple tasks simultaneously, prioritize effectively Anticipate patient needs and offer assistance without being prompted. · Show genuine care and concern and understanding to create a positive patient experience. · Offer helpful information and resources: Provide
key triggers and milestones to enhance customer experience. Facilitate relationships between Loyalty and the business. What do you need: • 8 years of experience in CRM and marketing automation, with a proven skills, with the ability to manage cross-functional teams and drive projects to successful completion. • In-depth understanding and hands-on experience with CRM platforms such as Salesforce, Microsoft Dynamics passion for delivering exceptional customer experiences with relevant communication strategies and content
key triggers and milestones to enhance customer experience. Facilitate relationships between Loyalty and the business. What do you need: • 8 years of experience in CRM and marketing automation, with a proven skills, with the ability to manage cross-functional teams and drive projects to successful completion. • In-depth understanding and hands-on experience with CRM platforms such as Salesforce, Microsoft Dynamics passion for delivering exceptional customer experiences with relevant communication strategies and content
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 the CRM system - Plan and execute data migration projects to transfer data to and from the CRM system - Bachelor's degree (Advantageous) - 2 years of experience working with CRM systems, preferably Salesforce
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 the CRM system - Plan and execute data migration projects to transfer data to and from the CRM system - Bachelor's degree (Advantageous) - 2 years of experience working with CRM systems, preferably Salesforce
platform (core product). You will work on asset manager, hedge fund, and other investment business data hematics or similar field with 2 years' work experience solving financial business problems using technology existing software solutions. Analyse and create project specification documents as required. REQUIREMENTS: Degree was not finance-related. Experience/Skills - 2 Years' experience solving financial business problems financial and investment products experience. Financial Risk Management from the perspective of a financial
global macroeconomic research for the portfolio manager and CAM team. Building models to forecast US, European Chinese GDP and inflation. Input into portfolio manager and team's decision-making frameworks. Building classes. Collaborating with portfolio manager on daily portfolio management activities on multi-asset funds/portfolios variables/developments to provide input into the portfolio managers and the house's macro-economic assumptions that highlight risks and opportunities to the portfolio manager, and wider CAM team. This would, for example, include
global macroeconomic research for the portfolio manager and CAM team. Building models to forecast US, European Chinese GDP and inflation. Input into portfolio manager and team's decision-making frameworks. Building classes. Collaborating with portfolio manager on daily portfolio management activities on multi-asset funds/portfolios variables/developments to provide input into the portfolio managers and the house's macro-economic assumptions that highlight risks and opportunities to the portfolio manager, and wider CAM team. This would, for example, include