Client Servicing Executive
2 weeks ago
We are looking for Client Servicing Executives to be part of our team to deliver bespoke trust and family office services in a professional manner to our clients.
Key Responsibilities
- Administer a portfolio of client structures (e.g. Trust, Company, Fund)
- Support Client Servicing Managers in taking care of client-related matters and structures
- Maintaining the trust system
- Liaison with third parties (e.g. Banks, Corporate Secretaries)
Skills and Competencies
- Personal resilience, able to remain positive and constructive when faced with challenges
- Proactive
- An eye for detail
- Team player with good communication skills
Role Requirements
- Diploma or Degree in Business / Finance /Accounting / Legal is preferred
Account Management
Microsoft Office
Due Diligence
Interpersonal Skills
Relationship Management
Administration
Accounting
Good Communication Skills
Attention to Details
Team Player
KYC
Interpret financial statements
Financial Services
Service Delivery
Customer Service Experience
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