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Working closely with investment advisory as well as compliance and execution teams to optimise client relationships and service delivery

Demonstrates flexibility by applying key skills in a variety of areas, quickly adapts to new learning situations and environments; demonstrates agility and responsiveness in both crisis and non-crisis situations.

Conduct market surveys and discovery meetings with prospective leads to gather relevant information. Prepare initial analysis forms for visited leads/opportunities to determine their viability.

Coordinate and manage the organization’s use of master files, roles, user views, data control, reporting, and data integrity

Put in place quality control measures to make sure all boxes meet required standards and customer specifications. Keep an eye on and manage production costs, including labor, materials, and equipment maintenance, to hit cost targets and maximize profits.

Facilitate, track, monitor and report on implementation of departmental work plans and budgets on quarterly, bi-annual and annual basis