o Prepare relevant files and account reports for relevant parties prior to meeting with clients.
o Respond to client queries and attend to issues and requests.
o Assist with the administrative support of clients’ relationships, and liaise with all other Departments when required (operational, administration, investment, legal etc.).
o Ensure client's records / accounts / investments / market information are current and information updates are timely maintained with relevant accompanying correspondences and meeting reports.
o Keep the CEO advised of time-sensitive and high-priority issues, ensuring appropriate follow up.
o Liaise with head office for any administrative issues.
o Assist in composing replies for CEO’s review and approval as and when required.
o Ensure fit-and-proper requirements are met (e.g. CPD requirements, complete mandatory training etc.) as stipulated by the regulators.
- Provide strong coordination support across respective Investment Teams within the Bank
- Liaison for Stakeholder teams
o Interface for Risk, Marketing, Compliance, Business Heads, Management Teams, etc both internal and external stakeholders
o Serve as a liaison between CEO, Management Team, internal and external stakeholders.
o Ensure necessary follow-up actions are promptly taken on various operational matters e.g. deficiency and outstanding documentation.
o Provide efficient day-to-day support (including email inbox management, co-ordination, and other ad hoc tasks).
o Maintain the CEO’s calendar, including scheduling meetings, appointments, business travel arrangements.
o Schedule and organize departmental meetings; assist in the preparation and distribution of meeting agendas and materials.