11 months ago
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- Responsible for the onboarding of all new clients and ongoing account management for existing clients
- Collection of any applicable supporting documentation/KYC and management
- Acting as main point of contact for clients for daily queries or requests
- Undertaking background checks, searches, and arranging 3rd party due diligence
- Assisting in the preparation of client pitches and presentations
- Previous experience with Financial Services, Private Banking and Asset Management would be considered an asset
- Fluent English – verbal and written
- Comfortable with all aspects of MS Office applications Inc. Word, Excel, PowerPoint.
- Experience in working with search engines