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
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 I&O Operations Specialist. Security and User Management: Act as the business application security administrator for all core applications. Perform spot checks on Ad accounts. Assist with IT audits. Assist with quarterly
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 opportunity to grow professionally within a company that values diversity and inclusion. Enjoy a supportive work
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
beauty, craftsmanship, and symbolism. Customer Service and Sales Skills: · Active listening and building Clearly articulate the features, benefits, and unique value proposition of each jewellery piece. Highlight how Building trust and relationships: South Africans often value personal connections. Invest time in building rapport remembering their preferences and offering personalized service. · Knowledge of local trends and designers: Stay jewellery trends, sales techniques, and customer service best practices. · Set personal sales goals and
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