Corporate Portfolio Manager
2 weeks ago
Key Responsibilities:
- Oversee and manage multiple corporate clients' portfolios, including offshore companies. The role involves handling a full spectrum of duties such as company incorporations, directors'/shareholders' resolutions, bank account openings, and signatory changes.
- Prepare and review corporate documents to ensure compliance with government authorities and statutory requirements.
- Coordinate Board Meetings, Audit and Risk Meetings, and Annual General Meetings for clients' companies, working closely with the Finance department on billing matters.
- Liaise with internal and external stakeholders to perform customers' due diligence as required.
Necessary Qualifications:
- Possess a Diploma from a relevant field.
- Minimum 5 years of relevant work experience in a similar role, with experience in handling client portfolios, including offshore companies.
- Strong interpersonal and communication skills (written and verbal) for effective client engagement.
Key Performance Indicators:
- Portfolio management efficiency.
- Client satisfaction levels.
- Compliance with regulatory requirements.
About the Role:
This is a senior position requiring excellent organizational, communication, and problem-solving skills. The successful candidate will be able to prioritize tasks effectively, manage multiple projects simultaneously, and maintain accurate records.
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