Officer - Client Onboarding

📋 Description Review due diligence documents and liaise with clients to collect docs. Assist clients to complete forms and business plans; seek help from seniors. Prepare engagement agreements for onboarding. Ensure seamless onboarding and offboarding, compliant with policies. Prepare for client creation, billing and invoice verification. Ensure data in iManage is complete before handing over files. 🎯 Requirements A first degree in Law, Management, Finance or related field; or a Diploma in related field. ICSA or ACCA or related professional qualification would be advantageous. At least 1-2 years of experience in financial services. Knowledge of financial services legal and regulatory requirements. Knowledge of structures and licenses in financial services (GBL, Funds, Trusts, licenses, etc). Microsoft Office Proficiency. 🎁 Benefits Competitive salary Global hybrid work arrangement Flexible working hours Private Pension Plan fully paid by the company after probation Private medical insurance with Catastrophe cover fully paid by the company Employee recognition program and spot bonuses