Responsibilities
* Opening and closure of bank and investment accounts with core and non-core banks
* Collaborate with a variety of financial institutions across numerous jurisdictions worldwide to set up client relationships
* Maintain bank and investment accounts, for instance by adding/removing a beneficiary/settlor/protector or giving a power of attorney to a third party
* Closure/termination of accounts upon receipt of relevant instructions
* Input of data in our in-house integrated database system to keep up-to-date information at any point in time
* Respond to day-to-day queries from internal and/or external parties and help resolve issues
* Transfer of equities, bonds, mutual funds, and private placements between custodians, through fund administrators and/or with private companies
QUALIFICATIONS AND EXPERIENCE
* Computer literacy (Word, Excel, Outlook, and modern financial accounting packages)
* 2-3 years’ work experience
COMPETENCIES AND BEHAVIOURS
* Strong organizational skills and the ability to manage priorities efficiently in a demanding environment
* High level of motivation and flexibility
* A strong client care/service orientation and attention to detail
* Deals responsibly with confidential information
* Displays a high level of professional integrity
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