and Skills Strong domain knowledge in Financial Services is essential (e.g., Wealth Management, Investment Advisory, Brokerage.... What will make you successful in this role? Requirements Elicitation and Management Lead and facilitate workshops, interviews...
-knit team of 7 finance and investment professionals Exposure to a wide range of financial activities across domestic... and treasury management, including engagement with banks Compile and review monthly internal reports Review annual financial...
finance and investment professionals Exposure to a wide range of financial activities across domestic and international..., including review and execution of bank transactions Support long-term cash flow planning and treasury management, including...
viable "Return on Investment" products / feedback to potential new Clients Optimize Customer Service Levels by managing new... business clients expectations and interactions in a professional manner (internal and external clients) Account management...
and administrative expertise, eager to grow in a dynamic investment management environment. What You’ll Be Trusted With Drafting... with document management, legal research, and FICA (Financial Intelligence Centre Act) compliance processes, working closely...
and Skills Strong domain knowledge in Financial Services is essential (e.g., Wealth Management, Investment Advisory, Brokerage.... What will make you successful in this role? Requirements Elicitation and Management Lead and facilitate workshops, interviews...
The Key Account Specialist is a mid-management level role reporting to a senior account manager responsible for the gas... and controlling budgets, including investment and optimizing investment buckets. A proven track record of 2-5 years professional...
investment solutions that are mutually beneficial to our clients in the long run because we believe that success is better shared.... Understanding the financial advisers’ preferred way of working as well as their practice management to drive mutual revenue growth...
Responsibilities - Open new investment accounts at various third party Confirm that the clients details has been... recorded correctly. - Ensure timely and correct investment of and disinvestment from share Check that the Trading Desk...
planning, and data-driven insights. Your expertise will help partners maximise their investment in the platform and set the... calls with clients to re-engage, retain, and educate them on the value of the platform. Client Relationship Management...
investment, and enhance in-store execution across key channels. The ideal candidate is a seasoned leader with strong analytical... Leadership Develop and execute the integrated Category, Customer, and Revenue Growth Management (RGM) strategy. Align cross...
administrator, a collective investment scheme management company, a linked long-term insurer, and a treasury outsource company... companies and business units, such as wealth management, asset management, collective investment scheme management, linked long...
client review packs, proposals, reports, and supporting documentation for meetings. Financial & Investment Plan Support... Preparing and compiling documentation to implement financial and investment strategies. Liaising with product providers...
translate technical investment concepts into plain English. What you'll be doing (and why you'll enjoy it) You'll manage... to investment committee meetings, analyse client affairs, and ensure procedures and regulatory requirements are met across relevant...
Experience: ± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written communication... matters such as risk, market trends, investment performance, benchmarks, and insured values. Process and implement client...
in. Supporting project management and administration, to comply with client or company requirements and standard procedures. Making... or management consulting / advisory. Exposure to a broad range of financial analysis and financial modelling-related projects (e.g...
Manager and Brand Team to develop the brand in South Africa through optimum use of the A&P investment tools, adaptation... business performance to ascertain challenges and opportunities Assist in the management of inventory to ensure brand stock...
financial management, insightful reporting, and proactive collaboration that enables sound decision-making, efficient operations..., and long-term sustainability of the business. Key Responsibilities Financial Reporting & Management Lead the monthly...
and risk reporting Procurement documentation, controls, and database management Building and maintaining a qualified supplier... years' site-based experience in a procurement role Strong commercial acumen, negotiation skills, and stakeholder management...
's infrastructure asset management environment? Join a leading renewable energy company with a portfolio exceeding 1GW in operation... management frameworks and ensure compliance with project agreements. Collaborate on business planning, including annual...