Detalhes do emprego
The client is a leading independent financial services firm providing financial advisory services to private investment offices of select families and UHNWI. The client is an outsourced CIO advisory with multi-million AUA. Responsibilities:Support the Client Advisors in managing client relationships by providing best in class customer service to clients with a view to enhancing the overall client relationship.Respond to client inquiries and concerns, and action requests in a professional, timely and efficient manner.Receive and confirm client instructions related to capital calls, distribution notices, remittances, account maintenance, etc., and liaise with the respective units within acceptable timelines.Assist the Client Advisors with ensuring high quality and timely completion of all client-level due diligence and KYC requirements at the onset of client relationships - diligent follow-up with clients to execute term sheets, KYC, and other documents.Client onboarding, including preparation of account documentation and creation of client records in Salesforce and other platforms.Assist in the preparation of business proposals, presentations, and marketing materials.Conduct research and analysis on potential clients, market trends, and competitor activities.Collaborate with internal cross-functional teams to facilitate the execution of client investment transactions, including subscription documents and shareholders agreements. Minimum Requirements:Graduate degree at a minimum, with a background in finance, business administration, and/or related fields.Key work experience within the Private Banking Industry, preferably in a client-facing function, ideally within the Wealth Management/Advisory space.Fluency in oral and written Arabic.Preferably, experience of having worked within the CMA regulatory framework and familiarity with the CMA Rules and regulations.Client-oriented, solution-oriented, and able to work in a high-paced environment.Analytical, organized, and flexible.Excellent communication skills, both written and verbal, with the ability to interact professionally with clients and colleagues.Detail-oriented mindset, with strong organizational and time management skills.Proficiency in MS Office suite (Word, Excel, PowerPoint) and familiarity with financial software and databases.Ability to work effectively in a team environment and collaborate with cross-functional teams.Strong interpersonal skills and excellent communication skills with a positive attitude.
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