Private Client Services Officer at Dry Associates Limited Investment

Key Responsibilities

Support to the Investments Executives including but not limited to:

• Support development and nurturing strategic relationships with all the Investment executive clients to ensure that the company maximizes on the business potentials
• Assist allocated clients if preparation of the applications forms and supporting documents for the different products locally and offshore, submitting the forms for approval and creating/ updating the data into the system for approval.
• Facilitation of documentation associates with placements of investments and funds transfers to clients for all the client ideal investment portfolio
• Monitoring and respond to client queries in a timely manner to ensure that the clients are served at the highest standards of service
• Familiarizing, processing and monitoring of all allocated client transactions as per the guidance of the Investment executive, clients standing instructions and in line with the set policies and procedures of DAL and execute within the timelines
• Collecting and dispatching to client investments confirmation documentations and filling a copy of the same as per the chronological filling system in place
• Continually recommend improvements and adaptations to the existing systems, processes and structures to ensure current and future viability of the client relationships
• Proactively monitor the financial markets developments and pre-empts risk for Investment executive and clients with timely identification of potential issues and formulate appropriate risk mitigation measures.
• Liaising internally with Operations, Accounting, Research and Compliance departments on day-to-day functionality

Desired Skills and Experience

The successful candidate will demonstrate the ability to hold and have the following skills and competencies:

• A bachelor’s degree in business related field
• A minimum 2-3 years’ experience in support/ administration of clients in the financial investments
• Knowledge of the various financial investment’s products locally and offshore.
• Analytical and presentation skills for analysis of data
• Self- motivated, accuracy, attention to details and proactive
• Proficient in Microsoft office