Client Executive

Adecco is an International HR and Consultancy firm. Our client, a fiduciary company, is looking for a Client Executive.

Our client, a fiduciary company, is looking for a Client Executive.

Reporting to Senior Client Executive, the successful candidate will provide a high standard of customer service to clients.

Main responsibilities:

• Assistance in ensuring all transactions pertaining to the management of the clients’ affairs are executed timely and efficiently.
• Corporate and Trust Administration duties including but not limited to corporate secretarial functions, the preparation of meetings, drafting of minutes/resolutions, instructing payments, undertaking regulators periodic risk reviews.
• Liaison with external parties such as Bankers, Auditors, Lawyers and Regulatory bodies.
• Liaise with relevant authorities with regards to permits, licenses etc...
• Develop and maintain relationships with internal departments of the Company including Fund, Compliance & Accounting to timely and effectively support the clients’ activities.
• Communicate effectively with all levels of management, other departments, business areas and clients.
• Maintain accurate data for all client enquiries and regularly update personal workload.
• Execution and monitoring of bank transfers, payments, FX transactions.
• Preparing client information packs and account opening forms.
• Preparation for meetings, booking meetings, preparation of documents for the meeting.
• Drafting of resolutions – from simple to complex.
• Following up on client correspondence such as letters, faxes, emails, client telephone calls.
• Maintain comprehensive and up to date client, business and transaction records on interaction with clients at all times.
• Document filing, updating client information on relevant internal systems.
• Daily and effective input on timesheet or any time management system.
• Attend client meetings with Manager as and when required.
• Ensure compliance of portfolio with applicable legal framework.
• Ensure that necessary filings as per the Legal & Regulatory framework are made within the prescribed deadline.
• Familiarize and adhere to internal policies and procedures.
• Provide relevant training to subordinates.
• Any other cognate duties that may from time to time be required which are appropriate to the role and business requirements.

Qualification:

• Either a Degree in Law and Management or a Professional qualification (ACCA/ICSA/STEP).
• Good Knowledge of legal & regulatory framework.
• A minimum of 3 years of working experience in a similar position within a Management Company.

Candidate profile:

• Good analytical and problem-solving skills.
• Excellent written and verbal communication skills -  ability to draft effective communications (emails, letters, memos, reports, instructions) with good grammar, spelling & proofreading skills.
• Strong organizational and multi-tasking skills.
• Ability to work in a fast moving, demanding, high-pressure environment.
• A high level of accuracy and attention to detail.
• Highly motivated with the ability to work well as an individual and from their own initiative as well as being able to work in a team environment.
• Ability to maintain high level of confidentiality.
• Computer Literate: Ms. Office Word, Excel, PowerPoint & Outlook. Ent, etc).