Our client is looking for an Accountant to join their growing team. The successful candidate will be responsible for the preparation of all accounts, financial planning, budgeting, reporting of budget variances, cost control, cost analysis programmes and ensuring that all administrative policies and
Liaising with clients via telephone, email and possibly F2F Coordinating costings as per client requests Developing positive relationships Generating new sales using existing and potential customer networks Act as the point of contact and handle selected clients' individual needs Resolve conflicts a
segregated and pooled fund investors Liaising internally with teams such as Legal, Compliance, Investment hand-over meetings with the relevant departments internally Co-ordinate the operational set up of new Funds updating of internal systems accordingly On-going maintenance of static information within internal systems systems in relation to client portfolios and internal funds Requirements: Degree educated or equivalent Minimum
segregated and pooled fund investors Liaising internally with teams such as Legal, Compliance, Investment hand-over meetings with the relevant departments internally Co-ordinate the operational set up of new Funds updating of internal systems accordingly On-going maintenance of static information within internal systems systems in relation to client portfolios and internal funds Requirements: Degree educated or equivalent Minimum
segregated and pooled fund investors
preferable
with international and local clients
liaising with all parties both externally and internally to ensure a smooth and efficient onboarding and/ segregated and pooled fund investors by liaising internally with teams such as Legal, Compliance, Investment up client portfolios and other records on the internal systems and liaise with the appointed Investment hand-over meetings with the relevant departments internally
effective and credible relationship with both internal and external client(s).Facilitate proactive engagement engagement with ACS business (local, international, cross-trades) and key stakeholders to ensure ALL clients' clients KPI and compilation/publishing of IOPs (Internal Operating Procedures). Responsibilities includes Contact List for all origin offices Client liaison (internal and external) Engage with client(s) and support
financial advice and wealth management solutions to international expatriates. They have been awarded and recognised the investment expertise of a select group of international money management firms and are known throughout provide bespoke financial advice to local and international clientele. To be successful in this role you comprehensive wealth planning to clients Maintain an internationally recognised customer experience Ongoing servicing