Job Description

To directly influence sales, through client servicing and service recovery, and support sales/RM with administrative and operational duties.

Regular/Daily

• Review any \xe2\x80\x9crejected\xe2\x80\x9d business/cases and salvage.

• Follow up on any new accounts opened online to ensure completeness.

• Liaise with Middle Office and Back Office, including Compliance, to find solutions.

• Follow up with partners and end-clients to clarify, and seek \xe2\x80\x9capprovals\xe2\x80\x9d when required.

• Guide partners on our various processes, including how to use our platforms.

• Prepare list of equity/UT trades to be done and send over to relevant dealing team or operations team.

Weekly

• Consolidate attendance to FAME Webinars and disseminate to partners.

Yearly

• Handle charging of performance fees and withdrawal of dividends; prepare, liaise with partners, recommend system patches when necessary, and reconcile.

• Communicate/email with clients and partners on actions taken

Ad-Hoc

• Update static information on FAME website as and when required.

• Assist RM in compilating market and competitor information

• Work on \xe2\x80\x9cnew\xe2\x80\x9d processes and handle the related operations work for new business initiatives.

Knowledge, Skills & Competencies:

• Sound communication and customer relationship management skills with positive attitude

• Good interpersonal skills.

• Goal oriented.

• Proficient in MS Office in general, and especially in Excel.

• Proficient with modern communication tools such as Zoom or TEAMS.

• Familiar with banking/investment products, operations and relevant policies and procedures.

• Good command of both verbal and written English for handling English speaking people.

Qualifications & Experience:

Minimum (equivalent) degree level; or lower with 2 years of experience

Flintex Consulting