Officer - Client Onboarding

📋 Description

• Review due diligence documents and liaise with clients to collect docs.
• Assist clients to complete forms and business plans; seek help from seniors.
• Prepare engagement agreements for onboarding.
• Ensure seamless onboarding and offboarding, compliant with policies.
• Prepare for client creation, billing and invoice verification.
• Ensure data in iManage is complete before handing over files.

🎯 Requirements

• A first degree in Law, Management, Finance or related field; or a Diploma in related field.
• ICSA or ACCA or related professional qualification would be advantageous.
• At least 1-2 years of experience in financial services.
• Knowledge of financial services legal and regulatory requirements.
• Knowledge of structures and licenses in financial services (GBL, Funds, Trusts, licenses, etc).
• Microsoft Office Proficiency.

🎁 Benefits

• Competitive salary
• Global hybrid work arrangement
• Flexible working hours
• Private Pension Plan fully paid by the company after probation
• Private medical insurance with Catastrophe cover fully paid by the company
• Employee recognition program and spot bonuses