_{16th December, 2024}

Job ID: 705251
Responsibilities :

• Serve as the main point of contact between clients and portfolio managers.
• Support clients with matters related to accounting and expenses (accounting knowledge not required).
• Gather information and liaise with banks for client onboarding.
• Schedule meetings and organize information for the CEO, clients, banks, and business partners.
• Perform other related duties as necessary.
  
  

Requirements :
*No prior experience is required

[Must]

• Experience in customer communication (as the role involves interactions with high-net-worth clients).
  Knowledge of Excel.

[Advantage]

• Knowledge of the financial industry.
• Background in finance, especially with experience in communication with banks, is highly preferred.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Kajimkhaan Karalgash
EA Personnel Reg. no.: R22107165
EA License no.:  07C5771

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