Client Executive

Client Executive / Senior Client Executive

Duties and responsibilities:

• Manage the portfolio of varying structures including Trusts, GBC, AC and IBCs
  among others.
• Ensure that statutory record books are maintained up-to-date.
• Ensure that preparation of Trust and Company documentation, including resolutions
  minutes and ancillary documents and arrange execution are done properly and on a
  timely manner.
• Ensure a proper filing system is maintained.
• Process clients’ transactions and review documents to mitigate errors.
• Liaising with clients, their advisers and third-party service providers.
• Ensure that the company policies and procedures are being followed for smooth
  operations.
• Ensure that clients’ business activities are in compliance with legal, regulatory
  standards and bank requirements at all time.
• Follow Company Policies and Procedures for smooth operations.
•  Maintaining accurate records for portfolio of clients.
• Ensure that all tasks and time spent attending to clients (minimum 7.50 hrs. daily) are
  recorded and that time sheet are submitted in a timely manner.
• Ensure all information are kept up to date on CRM and any other systems for
  portfolio of clients and
• Provide management with up-to-date information on a timely manner.

Requirements:

• 3-5 years of experience in the Offshore Sector.
• Minimum a Bachelor's Degree in Management or equivalent.