Job Description:
* The role requires a self-motivated individual who prioritizes the interests of clients above all else.
* Fostering strong relationships with colleagues is critical to growing business and retaining existing clients.
* To expand our brand presence, it's essential to build connections with other teams within our organization.
-----------------------------------
Main Responsibilities:
We're seeking an experienced professional to assist in developing long-term client relationships through effective service management. This involves delivering high-quality services to private, corporate, and intermediary clients under the guidance of a Global Strategist. The ideal candidate will also be responsible for:
1. Providing required services such as placing pre-trade orders, trade orders, after-trade reporting, valuation reports, tax reports, reviewing client mandates
2. Completion of client reviews