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Job Description PURPOSE OF ROLE: To support the Operations Manager by overseeing the Client Services team... compliance with regulatory guidelines To work closely with the Accounts, Compliance and Relationship Management (RM) teams... Apply Now

business channels. Identify and provide feedback to manager on continuous improvement opportunities for the betterment... customer information on a continuous basis, adhering to service level agreements with internal and external clients. Key Skills... Apply Now

to manager on continuous improvement opportunities for the betterment of current processes and procedures to ensure efficiency... and effectiveness of the Account Services team. Maintain and update customer information on a continuous basis following set processes... Apply Now

through various channels. To assist the manager in managing workflows and ensuring that work load is managed and distributed... of customer service. Qualifications Type of Qualification: Secondary/High school/A levels/Matric Field of Study... Apply Now

Job Description PURPOSE OF ROLE: To support the Operations Manager by overseeing the Client Services team... compliance with regulatory guidelines To work closely with the Accounts, Compliance and Relationship Management (RM) teams... Apply Now

/Customer Due Diligence (CDD) analysis and advice Identify, draft and update local policies and procedures as required based... of standard compliance registers Responsible for the relationship with any local regulatory body Ensure the compliance... Apply Now

/Customer Due Diligence (CDD) analysis and advice Identify, draft and update local policies and procedures as required based... of standard compliance registers Responsible for the relationship with any local regulatory body Ensure the compliance... Apply Now

to the relevant sub-committees of the board KYC/ Customer Due Diligence (CDD) analysis and advice. Identify, draft and update... monitoring. Oversee the maintenance of a variety of standard compliance registers. Responsible for the relationship... Apply Now

; Prepare new (i.e. 120 days review) and assist the Relationship Manager through their customer Risk Assessment including..., be provided to Family Office teams in other jurisdictions as required. Working with Relationship Managers, Relationship Manager... Apply Now

by identifying and developing new customers. Ensuring high levels of customer satisfaction as well as upsell and cross sell... Executive or Business Manager / Chief of Staff role, ideally within the Asset Management, Consulting and Other Services industry... Apply Now