...database for strategic growth opportunities, including prospective clients, acquirers or investors
Prepare and assist with valuation reports and analysis, applying industry knowledge and various valuation methodologies
Requirements:
Qualified CA(SA) , 6 month - 2...
...efficiency within the business.
Execute business needs, based on identified priorities within the team
IT Operational monitoring and reporting
Identify, minimize and escalate potential IT risks and opportunities in IT Operations
Ensure effective business alignment by...
...available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to both prospective and existing clients of the business.
Proposals and reporting for...
...Conduct user acceptance testing to validate new functionalities and ensure they meet stakeholders expectations.
Enhance data analytics and visualisations to provide actionable insights and improve decision-making.
Analyse data trends and patterns to uncover valuable...
R 480,000 - 600,000 pa
...Knowledge of the requirements of industry products.
Sufficient client information in Xplan.
Collate the wealth management reports in preparation for the set client visits as per the client service model and segmentation tables.
Xplan and fintech:
Ensure...
R 350,000 - 450,000 pa
...PM/Analyst Support:
~ Liaise with brokers/relationship managers in arranging analyst meetings, roadshows etc.
Reporting:
~ Reporting on brokerage allocations, rating of execution by various brokers in determining brokerage allocation.
Compliance...
...Provide support to the broader marketing teams’ content needs, e.g. proofreading, creative lines for ads.
• Investor relations reporting cycle support and project management, including project management and content support for annual reports.
• Content support for...
...received any correspondence within two
weeks, your application has been unsuccessful.
Duties & Responsibilities: Submitting daily report to management of
route that was covered for the day and new verifications and outlets
signed up. Build and maintain good...
...revenue as per agreed sales target.
Provide additional information and advice as required to optimise the product use for clients.
Report on all communication with clients and partners via the internal CRM system to keep accurate records and ensure seamless customer...
...physical wellbeing; notify the Supervisor of pertinent observations and discuss the need to notify the physician; receive Resident Status reports from offgoing shift and give oncoming shift a detailed report of each residents status and events of the shift.
Accurately...
...basic nursing and restorative care within the facilities policies and procedures under the supervision of LPNs and RNs.
Attend reports before starting resident care and keep licensed personnel informed of significant observations in resident care and environmental...