Client Servicing: Service the company&aposs clients, who are from top high net worth, ultra high net worth, VIPs, financial institutions. Be the reliable servicing partner, providing support such as onboarding, account opening & servicing, among others.
Customer Service: Ensure that the servicing of these clients remains compliant, consistent, efficient, and most importantly, caters to their needs.
Reviews: Continuously study & understand clients&apos behavior & transactions, to provide tailored service fit for them. Review & enhance - when needed - service offering based on feedback gathered.
Investor Education: Serve as a reliable source of education for using the platform, knowledge on products, etc.
Requirements:
Junior executive level positions open for fresh graduates and those with minimal financial services experience.
Executive level positions open for those with 2 years&apos experience in the Financial Services space, with strong passion & background in Client Servicing, Business Development, or similar discipline.