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19.02.2024
Dispute Resolution Technical Lead | Sandton
Sandton
... the voice of the customer.Lodge and record all Regulatory complaints on the CMS system.Identify client needs and resolve regulatory complaints within agreed and prescribed SLA’s.Draft complaint responses and communicate decisions to intermediaries, management, clients, Ombudsman, FSCA, media, ...
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The Recruitment Council
27.02.2024
Portfolio Manager | Hedge Funds | Sandton
Sandton
... Knowledge: Degree in Investment Management (or equivalent). CAIA or Chartered Financial Analyst (CFA) preferred. 5+ years’ experience in multi-manager manager selection and portfolio management. Exposure to multi-asset portfolio construction. Experience in stakeholder management. ...
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The Recruitment Council
28.04.2024
Paraplanner | Sandton
Sandton
... the company’s investments. Roles and Responsibilities: Manage client relationships. Ensure client files comply with POPI, FICA, FAIS legislation requirements. Prepare financial needs analysis: Risk, Pre-retirement and Post-retirement. Prepare investment proposal documents. Review client ...
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The Recruitment Council
26.04.2024
Client Services Manager | Woodmead
Sandton
... the office.Maintenance of client database.Compilation of financial analysis and reports.Website updates.Uploading of monthly newsletter.Managing client liaison / correspondence.Ensuring client files are FAIS and FICA compliant.Managing queries.Screening calls.Managing stationary and office ...
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The Recruitment Council
19.04.2024
Client Services Manager | Woodmead
Sandton
... the office. Maintenance of client database. Compilation of financial analysis and reports. Website updates. Uploading of monthly newsletter. Managing client liaison / correspondence. Ensuring client files are FAIS and FICA compliant. Managing queries. Screening calls. Managing stationary and ...
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The Recruitment Council
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