Responsibilities
- Work closely with the Managing Director and Operations manager to handle company secretarial duties.
- Manage portfolios and work with HNW clients, communicate regularly and independently with clients regarding enquiries.
- Able to assist with on-boarding and on-going monitoring.
Requirements
- Minimum 6 years of relevant experience.
- Experience in handling complex portfolios. Exposure to Offshore accounts and VCC will be a plus.
- ICSA or CSIS required.
- Be a team player and able to work independently.
Selby Jennings is a Trading Style of Phaidon International (License number 16S8194)