Associate Client Executive

Main Tasks and Responsibilities

• Ensuring that all transactions/assignments are executed timely and efficiently;
• Assisting on corporate and trust administration duties and any other related matters;
• Coordinating with relevant authorities as & when required;
• Executing and monitoring bank transfers, payments, FX transactions;
• Preparing client information packs and account opening forms;
• Coordinate & organize meetings and prepare related documents;
• Following up on client correspondence such as letters, faxes, emails, client telephone calls;
• Maintaining comprehensive and up to date client, business and transaction records on interaction with clients at all times;
• Filing, updating client information on relevant internal systems;
• Daily and effective input on timesheet or any time management system;
• Ensuring that necessary filings are made as per the Legal & Regulatory framework within the prescribed deadline;
• Familiarizing and adhering to internal policies and procedures;
• Any other cognate duties that may from time to time be required which are appropriate to the role and business requirements.

Key Skills 

• A Good HSC or a degree in law and management / business law would be advantage
• Good fluency in English & French & can read and write effectively in both languages
• Ms. Office conversant (word & e-mail)
• A pleasant personality and a desire to learn and grow
• Self-disciplined, well organized and time conscious