Provide market information, professional advice and high-quality services to clients, encompassing various areas such as legal, trust, tax planning and global residency guidance.
Partnering closely with the Talent Acquisition team to fulfil resource requirements for assigned accounts, providing clear role briefs, supporting candidate shortlisting, and ensuring timely deployment of the right resources to meet customer needs.
Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
Assist clients with new investment subscriptions paperwork and the next processes such as remittances and post transaction matters such as the handling of capital call and distribution requests, saving of periodic updates and capital account statements, and assisting with KYC matters
Needs Assessment & Solution Design: Conduct in-depth needs assessments, collaborate with technical pre-sales and solutions architects to design tailored ICT and cloud solutions that address client requirements and deliver measurable business value.
Leverage deep understanding of market & customers dynamic, shopper marketing knowledge, trade fund budget availability, supply chain operations to build and execute business strategies and plans.