The Senior Client Executive will be reporting to the Manager – Corporate Services. The candidate will be proactively managing a portfolio of client files.
Main duties:
Proficient administration of portfolio of clients including but not limited to Global Business Corporations, Authorized Companies, Trusts, Foundations.
Build-up/maintain relationship with clients, respond to their queries and provide appropriate information and advice in timely manner.
Handle transfer-in and transfer-out of entities to/from other MC/jurisdictions; conversion and re-domiciliation of entities.
Carrying out regular due diligence exercise on clients and ensure payments review compliance as per the Company policy and Anti-Money Laundering regulations, under guidelines of the Compliance Officer.
Prepare and circulate Board/Committee Papers for Board/Committee Meetings and finalising of their minutes.
Convening and attending Board and Shareholders’ meetings.
Develop and maintain positive working relationships with colleagues and external parties.
Undertake ad-hoc tasks, carry out duties including managing projects and delegated responsibilities.
Any other related duties that may be required from time to time.
Qualifications and Experiences:
Undergraduate or Degree holder in relevant field.
A minimum of 3 years of working experience in a similar position within a Management Company.
Experience in the administration of Trusts, Foundations and Investment Dealer Licences would be an advantage.
Good knowledge of Legal & Regulatory framework.
Able to communicate clearly and concisely in English.
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