experience in a call Centre or client service environment Must have at least 2 years' call Centre experience selling
experience in a call Centre or client service environment Must have at least 2 years' call Centre experience selling
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 regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving 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 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 OFFICER, Investment, Risk, and, Regulatory, Management, Claremont, Newlands, Western, Cape, S
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 OFFICER, Investment, Risk, and, Regulatory, Management, Claremont, Newlands, Western, Cape, S
platform (core product). You will work on asset manager, hedge fund, and other investment business data 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 integrity of sensitive client data. Good time management. Able to work under pressure. Understands industry respond to every application, should you not be contacted for this position within 10 working days please
Greet patients warmly and professionally: Make eye contact, smile, and use a welcoming tone of voice. · Actively Administrative Skills: · Efficiently schedule appointments: Manage appointment scheduling software effectively, minimize billing procedures clearly. · Multitask effectively: Manage multiple tasks simultaneously, prioritize effectively accurately. · Continue learning and development: Attend training sessions, workshops, or online courses to stay
provides tailor-made lending, wealth management, asset management and transactional solutions to businesses 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 configurations within the CRM system - Provide training and support to users on how to effectively use
provides tailor-made lending, wealth management, asset management and transactional solutions to businesses 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 configurations within the CRM system - Provide training and support to users on how to effectively use
Finance 3 - 5 years' Customer Service Experience Contactable References High Energy Individual Sound Computer