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 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 and procedures; Assist the Regulatory and Risk Manager in his/her responsibilities as they relate to the compliance related experience gained in the financial services or investment industry Knowledge of the investment
passion for investment administration and client service. What you'll be doing (and why you'll enjoy it) processes, ensuring accurate fund pricing, and managing comprehensive financial reporting for Retirement financial records and deliver high-quality client service, contributing to the team's success in a challenging You'll be joining a leading South African financial services firm specializing in transfer agency administration make a meaningful impact in the financial services sector. Our client values diversity and nurtures talent
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
experience in a similar role within the financial sector
Solid knowledge of IFRS and accounting knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous
experience in a similar role within the financial sector Solid knowledge of IFRS and accounting principles knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent
experience in a similar role within the financial sector Solid knowledge of IFRS and accounting principles knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent