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Senior Account Manager

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Well established international investments firm is seeking to employ a Senior Account Manager, who will be reporting to the CEO. 

  • 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