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
in Marketing, Communications or Public Relations Public Relations experience would prove to be advantageous on how to utilize social media platforms Market Related
reconciliations Co-ordinate and liaise with internal parties to support internal company activities Monitor and analyse knowledge, ability to work on Hyperion Financial Management (HFM) and Great Plains adventageous Excellent
Energy Individual Sound Computer Knowledge Market Related
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 issues or errors that arise - Collaborate with internal stakeholders to gather requirements and create Attention to detail and organizational skills. Market Related Provident and Risk Benefits Maternity Benefits
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Compliance Team with all required tasks as it relates to the group's day-to day compliance functions AML/CFT/PF) for the Global business across he various international regions it operates in. One are a strong and 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
COMPLIANCE OFFICER (Investment Risk and Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Compliance Team with all required tasks as it relates to the group's day-to day compliance functions AML/CFT/PF) for the Global business across he various international regions it operates in. One are a strong and 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
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 issues or errors that arise - Collaborate with internal stakeholders to gather requirements and create Attention to detail and organizational skills. Market Related Provident and Risk Benefits Maternity Benefits
analysis of financial reports, including monthly management accounts, budget variance analysis, and forecasting financial presentations and reports for senior management and stakeholders Annual budgeting process by ACA,CA ) Strong Academic background Team lead / Management experience Good understanding of accounting principles and commercial acumen Strong Audit background International wholesale industry background (advantage) Excellent