Client Executive

Updated: March 10, 2024 09:14 PM GMT

Full-time Job in Moka, Moka District

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Moka

JOB SUMMARY

The Client Executive acts as the corporate brand ambassador to promote, uphold, enhance, and safeguard the image and reputation of the company by providing a high standard of quality service to a high-net-worth diverse clientele. Under the supervision of the Team Leader, the CE is accountable for administering client portfolios comprising of mixed structures. This role requires high ethical standards and strict adherence to the statutory and legal framework & requirements as well as internal protocols in all areas of work.

Key Responsibilities

Portfolio Management
• Assume responsibility for the day-to-day operation of the clients' portfolios by performing varying corporate and fiduciary administrative tasks;
• Ensure successful onboarding of client & incorporation of businesses in line with good governance principles and applicable laws;
• Conduct regular reviews of files to ensure that they hold up-to-date documents/information as prescribed by the company protocols... More Detail