be responsible for delivering exceptional sales service resulting in the generation of business from new Knowledge of financial service products Must have experience in a call Centre or client service environment Must Must have at least 2 years' call Centre experience selling short or long-term insurance. Please be advised
experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
be responsible for delivering exceptional sales service resulting in the generation of business from new Knowledge of financial service products Must have experience in a call Centre or client service environment Must Must have at least 2 years' call Centre experience selling short or long-term insurance. Please be advised
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 building trust and delivering top-notch client service to ultra-high net worth clients. You excel in influencing 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
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 Regulatory and Risk Manager in his/her responsibilities as they relate to the KYC Centre of Excellence; Maintain with the KYC processes; Interacts with other departments, internal audit and regulators; Conduct periodic
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 Regulatory and Risk Manager in his/her responsibilities as they relate to the KYC Centre of Excellence; Maintain with the KYC processes; Interacts with other departments, internal audit and regulators; Conduct periodic
of specialised financial solutions and advisory services to businesses and high net worth individuals in provides tailor-made lending, wealth management, asset management and transactional solutions to businesses West Group are licenced and authorised financial services providers. Merchant West lending products extend 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
of specialised financial solutions and advisory services to businesses and high net worth individuals in provides tailor-made lending, wealth management, asset management and transactional solutions to businesses West Group are licenced and authorised financial services providers. Merchant West lending products extend 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
Analyst Developer (SQL) to join its Fund Data Services Team where you will conduct new feature analysis platform (core product). You will work on asset manager, hedge fund, and other investment business data Accounting, Fund Factsheets, and other fund data service solutions as an Analyst and Developer. The successful financial and software knowledge of both team and self. Train/Support/Coach junior members of team. Communicate investment products experience. Financial Risk Management from the perspective of a financial institution