Tech-savvy with high degree of comfort in using leveraging digital tools such as CRM to drive investor onboarding, investor queries, book-building to deal execution
Excellent interpersonal communication skills
Highly motivated, independent self-starter and team player who is able to work in a fast-paced entrepreneurial environment that is continually changing
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Understanding of private banking or investment management client service processes would be an advantage.• Business development and marketing to intermediaries and potential new clients.
Act as the primary point of contact for international clients in theadministration of their trust and corporate structures.
Ensuring that new business procedures are followed, particularly inrelation to the production of application forms and the gathering of CDD.
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Proactively manage project change requests to ensure a win: win for Sekuro and the client.
Ensure the great client experience we promise is delivered every time.
Establish and maintain processes to manage scope over the project lifecycle, setting project quality and performance standards, and assessing and managing risk within, and across multiple projects.
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