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
expertise of a Financial Analyst Developer (SQL) to join its Fund Data Services Team where you will conduct analysis and drive development on the platform (core product). You will work on asset manager, hedge fund, Factsheets, and other fund data service solutions as an Analyst and Developer. The successful candidate will solutions in SQL Server and supporting Software Development frameworks & exposure to financial calculations solutions in SQL Server and supporting Software Development frameworks. Exposure to financial calculations
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 you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts, cultivating relationships 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 potential impact they may have on the KYC processes and policies; Assist with reporting to regulators and procedures; Assist the Regulatory and Risk Manager in his/her responsibilities as they relate to the
My client is a registered financial service provider, offering innovative needs-based life and health Engineer, you will manage day-to-day operations to ensure the delivery of systems and services that meet or or exceed objectives and service levels. The ideal candidate will have exceptional communication skills practice guidelines, policies, processes, and procedures. Ensure technical operational efficiency within potential IT risks and opportunities in operations. Develop and maintain effective relationships with stakeholders
accuracy and completeness. Data Cleaning: Pre-process and clean data to prepare it for analysis, which sensitive or complex problems. Report Creation: Develop and generate reports using Microsoft 365 applications stakeholders Able to communicate with both technical and non-technical audience acting as a resource to support
engagement and retention business. What will you do: Develop a clear strategy and approach to Member Engagement initiatives and effective use of customer data. Develop and execute a comprehensive member engagement strategy the implementation of CRM systems, tools, and processes to meet business needs. Establish the necessary proven people leadership skills, with the ability to manage cross-functional teams and drive projects to successful Microsoft Dynamics, Hubspot, or similar. • Strong technical knowledge of data analysis, segmentation, and
engagement and retention business. What will you do: Develop a clear strategy and approach to Member Engagement initiatives and effective use of customer data. Develop and execute a comprehensive member engagement strategy the implementation of CRM systems, tools, and processes to meet business needs. Establish the necessary proven people leadership skills, with the ability to manage cross-functional teams and drive projects to successful Microsoft Dynamics, Hubspot, or similar. • Strong technical knowledge of data analysis, segmentation, and
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 potential impact they may have on the KYC processes and policies; Assist with reporting to regulators and procedures; Assist the Regulatory and Risk Manager in his/her responsibilities as they relate to the