Client Relationship Management: Build and maintain strong relationships with top decile clients, serving as their primary point of contact. Understand their investment needs, objectives, and challenges to provide tailored solutions and meet their needs.
Strategic Business Development: Work closely with the Head of Consumer Group and team members to identify opportunities based on client feedback and experience across sales, partnerships, investment product and digital client journeys.
Client Support: Provide prompt and effective support to clients, addressing inquiries, resolving issues, and managing escalations....
Ensure completeness, accuracy, and timeliness of physical fixed asset tagging.
Support the annual fixed asset budgeting cycle by preparing templates, reviewing submissions, forecasting depreciation, and consolidating budget figures.
Lead and coordinate the annual physical stock-take exercise for rental assets, including variance analysis, reconciliation, and reporting....
Pipeline Management: Work closely with partners to track sales pipelines and assist in joint enterprise deals.
Market Feedback: Act as the liaison between the channel partners and our internal teams, providing feedback on market trends, competitive positioning, and product requirements.
Diploma or Bachelor’s Degree in Business, Marketing, Sales, IT, or a related discipline....
Download, save, and forward Purchase Orders (POs) to the respective Operations team.
Prepare invoices upon service confirmation and approval, and update the project status in the relevant project update file.
Process payments for fixed overheads, including hire purchase, rental of houses/offices, office equipment, management fees, and HQ/branch office utilities. Monitor and follow up with the Operations team as required....
Accounts Payable: Ensure payments are processed in a timely manner with verified all supporting documents and authorized approval from other department. Reconciliation with suppliers.
General Ledger: Responsible of sundry payable and receivable, Fixed Assets, cash flow, bank/merchant matters, Journal Entries etc
To liaise and communicate with party related to resolve any issues / discrepancies....
This position combines account servicing with hands-on project management. You will be responsible for understanding client requirements, translating them into clear briefs and coordinating internal team members and specialist freelancers.
You will work directly with the Director and manage projects across social media, creative design, video, digital marketing and campaign reporting.
This is a suitable role for someone who is organised, dependable and comfortable making decisions without requiring constant supervision.