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- ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area... ...profile. c. Liaise with external and internal providers on client specific queries and... ...client experience through effective communication, proactivity, and dependability, enabling...
- ...– Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services... ...documentation and manage CRM updates Liaise with internal teams and service providers on client matters Draft Record...
R 30,000 - 40,000 per month
...supervision Attention to detail Excellent communication skills, both verbal and written... ...Level Agreements Portfolio Management Liaising with Insurers, Brokers and... ...detailed records of policies underwritten via internal CRM program Financial ~ Manage...R 37,500 per month
...and project delivery within the asset management or fund operations space? My client is... ...Engagement Build strong relationships with internal teams (Compliance, Legal, Actuarial, IT... ...and meet deadlines Outstanding communication and interpersonal skills Strong business...R 720,000 pa
...team. Reporting directly to the Finance Manager, this role is ideal for a qualified CA... ...creating impactful presentations for internal stakeholders. Key Responsibilities:... ...Power Automate ~ Excellent analytical, communication, and presentation skills ~ Strong...R 480,000 pa
...plays a pivotal role in supporting the internal compliance function by ensuring all compliance... ...to the organisation’s overall risk management and governance objectives. Key... ...Technologically adept with excellent communication skills. Ability to handle confidential...R 480,000 pa
...accuracy in a paperless environment . Strong communication skills and meticulous attention to... ...policy covers, terms, and conditions Manage the full underwriting process: quotes... ...agreements Maintain accurate records on internal CRM systems Monitor and manage credit...- ...ideal candidate will hold a degree in Accounting or Financial Management, with 3 to 5 years of solid finance experience (excluding article... ...Build and maintain relationships with clients and internal and external stakeholders Participate in and contribute to...
- ...and five-fund tax. Offshore Platform Tax Compliance (PWP): Manage IRS Qualified Intermediary (QI) compliance including: 1042, 10... ...identify anomalies, and resolve data issues Experience with outsourced platforms (e.g., Peresec) and international filings is a plus...
- ...highly advantageous. We're looking for someone with exceptional communication skills, who is self-motivated, well-organized, and eager to... ...the current code base, including ensuring proper code management and version control Developing new solutions based on business...
- ...Role: Legal Advisor Location: Claremont A premier wealth management group, known for its holistic approach to financial planning... ...with commercial goals Exceptional verbal and written communication skills Strong negotiation and stakeholder engagement abilities...
- ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer, and a treasury outsource... ...Strong accountability and business insight . Excellent communication, problem-solving, and negotiation skills . High ethical behavior...
- ...An exciting opportunity has opened up within a boutique asset management client of mine in the credi POSITION INFO: An exciting opportunity... ...this role you'll be playing a key role in managing the full internal investment process, overseeing the all the credit and risk...
- ...retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury outsource... ...drafting skills Accountability Business insight Strong communication skills Problem-solving abilities Ethical behaviour...
- ...e. Prepare budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard... ...reporting accuracy and reduce manual effort. 3. Presentation & Communication a. Create compelling, data-driven presentations for...
- ...Services based at the client in Kenilworth. Manage the full financial function of the... ...register tasks. Achievement of internal and external audit and other targets and... ...orientation, punctuality with deliverables and communication. High planning and organizing skills...
- ...financial reporting processes to enhance accuracy and efficiency. Communication: Create presentations for senior stakeholders and clearly... ...support to finance team members and assist with financial management. Project Management: Lead reporting projects and work on...
- ...class, while also contributing to Fixed Income research and the management of Fixed Income portfolios. Duties and... ...documentation relating to bond issues and if required, following up with internal legal counsel. · Reporting to internal credit committee...
- ...Office (Word, Excel, PowerPoint), along with an industry-relevant IT qualification. We're looking for someone with exceptional communication skills, who is highly organized, eager to learn new technologies, and able to solve problems effectively to optimize performance...
- ...surveying firm. The role involves delivering comprehensive cost management services on commercial and mixed-use construction contracts... ...and procurement processes. Excellent written and verbal communication skills. Ability to manage multiple projects and work independently...
- ...should check all of the requirements : Matric or equivalent One year retail/sales (This would be advantageous - ) Verbal communication skills Must be able to work flexible retail hours. Ability to carry and pack stock Hardworking Interactive and...
- ...welcoming and organized environment for all guests and clients. This role is responsible for ensuring smooth front desk operations, managing inquiries professionally, and providing administrative support to the office. As the first point of contact, the Receptionist...
- ...Attaining monthly Sales Budgets # Follow up on orders and Quotations to prevent delays # Resolve customer queries and goods # Manage sales and administrative functions # Responsible for the external sales function and customer satisfactions # Offering advice...