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 and existing clients. Your role will involve providing comprehensive financial advice, crafting bespoke regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving
in Marketing, Communications or Public Relations Public Relations experience would prove to be advantageous on how to utilize social media platforms Market Related
who is detail orientated and passionate about providing high quality work. Responsibilities: Prepare and knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent
Energy Individual Sound Computer Knowledge Market Related
Merchant West is one of the largest privately-owned providers of specialised financial solutions and advisory 1998, Merchant West provides tailor-made lending, wealth management, asset management and transactional are licenced and authorised financial services providers. Merchant West lending products extend to bespoke 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
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 and business ethical code as well as solid time management skills to meet complex business demands and reporting requirements. Key Duties & Responsibilities Provide and maintain a compliant working environment by scanning; Work closely with the Regulatory and Risk Manager and inform them of any potential regulatory compliance
apply now to be a key part of our dedicated healthcare team. Experience in medical office administration Administrative Skills: · Efficiently schedule appointments: Manage appointment scheduling software effectively, minimize billing procedures clearly. · Multitask effectively: Manage multiple tasks simultaneously, prioritize effectively experience. · Offer helpful information and resources: Provide patients with brochures, pamphlets, or website
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 and business ethical code as well as solid time management skills to meet complex business demands and reporting requirements. Key Duties & Responsibilities Provide and maintain a compliant working environment by scanning; Work closely with the Regulatory and Risk Manager and inform them of any potential regulatory compliance
Merchant West is one of the largest privately-owned providers of specialised financial solutions and advisory 1998, Merchant West provides tailor-made lending, wealth management, asset management and transactional are licenced and authorised financial services providers. Merchant West lending products extend to bespoke 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
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 geo-political variables/developments to provide input into the portfolio managers and the house's macro-economic highlight risks and opportunities to the portfolio manager, and wider CAM team. This would, for example, include