ENVIRONMENT:

Our client offers a comprehensive solution for wealth, asset management, and stockbroking services, collaborating with accountants to enhance their business growth. They are looking for a detail-driven, proactive individual to support their wealth managers and deliver worldclass client service.

DUTIES:

• Assist with onboarding, investment proposals & client queries


• Manage CRM updates & documentation


• Ensure compliance with FSCA standards


• Maintain service excellence across all touchpoints

REQUIREMENTS:

• Relevant bachelor’s degree


• Strong MS Office & MS Teams skills


• RE exam qualification (advantageous)