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 and delivering top-notch client service to ultra-high net worth clients. You excel in influencing others 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 are a team player who consistently demonstrates a high level of professionalism, integrity in both personal 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
processes, ensuring accurate fund pricing, and managing comprehensive financial reporting for Retirement to maintain precise financial records and deliver high-quality client service, contributing to the team's specializing in transfer agency administration for Unit Trusts, Retirement Funds, Life Insurance, and LISP equivalent. Your expertise in tax laws related to Unit Trusts, Retirement, Life, and LISP products, along such as CaseWare and advanced Excel skills, is highly advantageous. You need to have a keen eye for detail
Administrative Skills: · Efficiently schedule appointments: Manage appointment scheduling software effectively, minimize billing procedures clearly. · Multitask effectively: Manage multiple tasks simultaneously, prioritize effectively and other staff members to ensure smooth patient care. Additional Tips: · Be proactive and take initiative: assistance without being prompted. · Show genuine care and concern for patients: Demonstrate empathy and
solutions and advisory services to businesses and high net worth individuals in South Africa. Founded in lending, wealth management, asset management and transactional solutions to businesses and high-net-worth individuals 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
solutions and advisory services to businesses and high net worth individuals in South Africa. Founded in lending, wealth management, asset management and transactional solutions to businesses and high-net-worth individuals 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
role suits a professional accountant, who enjoys a high performance culture, fast-paced environment and detail orientated and passionate about providing high quality work.
Responsibilities: knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous
role suits a professional accountant, who enjoys a high performance culture, fast-paced environment and detail orientated and passionate about providing high quality work. Responsibilities: Prepare and maintain knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent
role suits a professional accountant, who enjoys a high performance culture, fast-paced environment and detail orientated and passionate about providing high quality work. Responsibilities: Prepare and maintain knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent
Customer Service Experience Contactable References High Energy Individual Sound Computer Knowledge Market