Overview :
This opportunity is with a licensed Fund Management Company with the Capital Markets Services License. Their main business is the asset management of wealthy individuals.
Responsibilities :
- Serving as a liaison between clients / prospects and portfolio managers.
- Hearing and obtaining investment needs and histories of prospects and clients.
- Communicating market changes and our investment ideas and projections to prospects and clients.
- Work closely with portfolio managers on managing clients' portfolios
- Handling KYC for client onboarding and due diligence.
- Assisting in various company-related matters.
- Perform other related duties as necessary.
Requirements
Bachelor’s degree in Business, Finance, Economics, or a related field (other disciplines may be considered).Strong communication and interpersonal skills, with confidence in client-facing interactions.Good analytical and problem-solving abilities, with attention to detail.Proficient in Microsoft Office (Excel, PowerPoint, Word); familiarity with financial tools is a plus.We are an equal opportunities employer.
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