Responsibilities:

• Assistant Relationship managers and financial advisors in dailyoperations to support client portfolios, Communicate & Coordinate with internal and external departments.
• Prepare and maintain client account documentation, ensuring compliance with regulatory standards andinternal policies and facilitate client onboarding and account transfers with precision and adherence toindustry best practices.
• Serve as a primary point of contact for clients, handlinginquiries, requests, and service-related mattersprofessionally and efficiently.
• Stay updated on market trends, investment products, andindustry regulations to provide informed support to relationship managers.
• Provide summary report up-to-date end of the month forclients and serve administrative and clients support formaking documents.

Qualifications:

• Bachalor’s Degree or Higher in related field.
• Experience 3 years and above in Support Sales, Sales Admin, Investment Consultant or other related experiences.
• Efficiency on Microsoft office.
• Able to work under pressure, Fast learning and hard working.
• Detail - Oriented and Strong interpersonal and communication skills.
• Strong knowledge of Investment and Secondary Bond products.