Portfolio Management Assistant
We are seeking a highly skilled Portfolio Management Assistant to join our team. As a key member of our organization, you will play a crucial role in managing administrative matters for our customers.
* You will be the primary point of contact for customers on all their administrative matters, working closely with portfolio managers.
* Ensure rigorous monitoring of customer files and adherence to KYC/AML procedures.
* Manage the opening and closing of bank accounts and stock market instructions in coordination with external partners.
The ideal candidate will possess strong knowledge of financial services and markets, as well as excellent organizational skills and attention to detail.