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
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 tailored financial solutions. What you'll be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead 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 and procedures; Assist the Regulatory and Risk Manager in his/her responsibilities as they relate to the the KYC Centre of Excellence; Maintain logs of customer information to ensure the efficiency of the KYC
providers of specialised financial solutions and advisory services to businesses and high net worth individuals tailor-made lending, wealth management, asset management and transactional solutions to businesses and high-net-worth West Group are licenced and authorised financial services providers. Merchant West lending products extend finance, working capital funding, property finance solutions and specialised finance. Merchant West advisory private wealth management and treasury solutions. - Manage and administer the customer relationship management
providers of specialised financial solutions and advisory services to businesses and high net worth individuals tailor-made lending, wealth management, asset management and transactional solutions to businesses and high-net-worth West Group are licenced and authorised financial services providers. Merchant West lending products extend finance, working capital funding, property finance solutions and specialised finance. Merchant West advisory private wealth management and treasury solutions. - Manage and administer the customer relationship management
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 the KYC Centre of Excellence; Maintain logs of customer information to ensure the efficiency of the KYC
Data Visualization: Use Power BI to create interactive and visually appealing dashboards that summarize for departments across Integrated Technology Solutions. Tool Proficiency: Maintain and enhance proficiency analytical mind, be passionate about data and solution focused with an ability to solve complex data
repeat business. ENVIRONMENT: A dynamic Software Solutions Provider specializing in Financial Risk systems 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 strong SQL Server skills, building financial solutions in SQL Server and supporting Software Development
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 tailored financial solutions. What you'll be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving