PRINCIPAL ELEMENTS & ACCOUNTABILITIES
BANKING
- Opening and closure of bank and investment accounts with core and non-core banks
- Collaborate with a variety of financial institutions across numerous jurisdictions worldwide to set up client relationships
- Maintain bank and investment accounts, for instance by adding/removing a beneficiary/settlor/protector or give a power of attorney to a third party
- Closure / termination of accounts upon receipt of relevant instructions
- Input of data in our in house integrated database system to keep up to date information at any point in time
- Respond to day to day queries from internal and/or external parties and help resolving issues
- Transfer of equities, bonds, mutual funds and private placement between custodians, through fund administrators and/or with private companies
QUALIFICATIONS AND EXPERIENCE
- Ecole de Commerce or equivalent
- Computer literacy (Word, Excel, Outlook and modern financial accounting packages)
- 2-3 years’ work experience
COMPETENCIES AND BEHAVIOURS
- Strong organizational skills and the ability to manage priorities efficiently in a demanding environment
- High level of motivation and flexibility
- A strong client care / service orientation and attention to detail
- Deals responsibly with confidential information
- Displays a high level of professional integrity
Kontaktperson:
Stonehage Fleming SA HR Team