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 why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts, cultivating the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic 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 but not limited to AML/CFT/PF) for the Global business across he various international regions it operates personal and business ethical code as well as solid time management skills to meet complex business demands scanning; Work closely with the Regulatory and Risk Manager and inform them of any potential regulatory compliance and potential impact they may have on the KYC processes and policies; Assist with reporting to regulators
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive but not limited to AML/CFT/PF) for the Global business across he various international regions it operates personal and business ethical code as well as solid time management skills to meet complex business demands scanning; Work closely with the Regulatory and Risk Manager and inform them of any potential regulatory compliance and potential impact they may have on the KYC processes and policies; Assist with reporting to regulators
analysis of financial reports, including monthly management accounts, budget variance analysis, and forecasting implementation of financial models to support business decision-making processes Conduct research and analysis on financial data, provide insights, and support business planning activities Preparation of financial presentations presentations and reports for senior management and stakeholders Annual budgeting process by compiling data, preparing ACA,CA ) Strong Academic background Team lead / Management experience Good understanding of accounting principles
candidate to lead the member engagement and retention business. What will you do: Develop a clear strategy and Grow member usage. Optimise revenue streams and business growth through targeted marketing initiatives overall business goals. Lead the implementation of CRM systems, tools, and processes to meet business needs between Loyalty and other departments across the business. What do you need: • 8 years of experience in proven people leadership skills, with the ability to manage cross-functional teams and drive projects to successful
candidate to lead the member engagement and retention business. What will you do: Develop a clear strategy and Grow member usage. Optimise revenue streams and business growth through targeted marketing initiatives overall business goals. Lead the implementation of CRM systems, tools, and processes to meet business needs between Loyalty and other departments across the business. What do you need: • 8 years of experience in proven people leadership skills, with the ability to manage cross-functional teams and drive projects to successful
an I&O Operations Support Engineer, you will manage day-to-day operations to ensure the delivery of end-user support for the business. Act as the IT contact center. Support business operations with telephony policies, processes, and procedures. Ensure technical operational efficiency within the business. Execute Execute business needs based on identified priorities within the team. Conduct IT operational monitoring and support to the business. Report to the I&O Operations Specialist. Security and User Management: Act as the
financial solutions and advisory services to businesses and high net worth individuals in South Africa lending, wealth management, asset management and transactional solutions to businesses and high-net-worth 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 and customizations based on user feedback and business requirements - Monitor system performance and
financial solutions and advisory services to businesses and high net worth individuals in South Africa lending, wealth management, asset management and transactional solutions to businesses and high-net-worth 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 and customizations based on user feedback and business requirements - Monitor system performance and
Established and specialist investment business seeks an experienced Accountant to join their team accurately