Job Description
Job Description
- Support AUM drive-by segmenting the HNI target market and providing periodic reports on potential new business opportunities.
- Responsible for the end-to-end process of account opening and client onboarding.
- Manage KYC documentation for new and existing clients.
- Responsible for generating client statements periodically.
- Process client redemptions and payouts as requested.
- Deliver exceptional client experience through client appreciation and recognition initiatives.
- Ensure communication to clients meets all defined internal control standards and external regulatory requirements.
- Implement and participate in compliance-related activities within the internal teams and other stakeholders.
- Attend product training (Roadshows) to be up-to-date with the market developments.
- Assist with generating new business with financial institutions such as PFAs, HMOs, Insurance firms, and soon.
Job Requirement
- Bachelor’s Degree in Finance, Accounting, Business Administration, Economics, or a similar course of study from a reputable university.
- At least 3- 5 years of work experience in the Private Banking or Financial Services industry.
- Previous experience in a client service role in Private Banking or Financial Services.
Desired Knowledge, Skills, and Attributes:
- Focuses on the client’s experience
- Good understanding of the investment products and landscape globally or locally.
- Strong relationship management skills.
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
- Good knowledge of the equity and fixed-income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate
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