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Associate Client Executive

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Job Details

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
About the Company
Axis Fiduciary Ltd

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