Assist portfolio managers in diverse facets of trading, data maintenance, reporting, reconciliation, voice logs and client servicesEnsure constant adherence of company’s processes and activities to local and international laws and practicesResponsible for the back-end support services and administrative functionsResponsible for EAM operations, Account Opening functions and Compliance.Actively following up with the EAM's to get the client accounts opened, funded and… Show more Assist portfolio managers in diverse facets of trading, data maintenance, reporting, reconciliation, voice logs and client servicesEnsure constant adherence of company’s processes and activities to local and international laws and practicesResponsible for the back-end support services and administrative functionsResponsible for EAM operations, Account Opening functions and Compliance.Actively following up with the EAM's to get the client accounts opened, funded and traded.Company Setup and formation - Responsible for Dubai World Trade Center Free Zone company setup and Golden Visa applications.Closely working with existing and new clients on thier respective investment risk appetites.Following up with all the clients on cross selling different investment products with the help of the products and Investment Team.Advising Corporate clients on how the Corporate Tax Works in different jurisdictions in the UAE.Experienced in Company Set Up in inline with the UAE regulations in different jurisdictions i.e Freezones, Offshore and Onshore setups.Assisting the operations team in client portfolio reporting.Assisting the products team on the daily Market Commentery through Bloomberg. Show less

Closely working with Relationship Managers to assist them in target achievement.Reviewing, scheduling and dispatching account opening packs to External Asset Managers in different jurisdiction. (Mauritius, Singapore and Switzerland)Creating RM revenue reports, portfolio reports, weekly sales reports and maintaining status updates of accountsAssist portfolio managers in diverse facets of trading, data maintenance, reporting, reconciliation, voice logs and client servicesEnsure… Show more Closely working with Relationship Managers to assist them in target achievement.Reviewing, scheduling and dispatching account opening packs to External Asset Managers in different jurisdiction. (Mauritius, Singapore and Switzerland)Creating RM revenue reports, portfolio reports, weekly sales reports and maintaining status updates of accountsAssist portfolio managers in diverse facets of trading, data maintenance, reporting, reconciliation, voice logs and client servicesEnsure constant adherence of company’s processes and activities to local and international laws and practicesResponsible for the back-end support services and administrative functionsResponsible for EAM operations, Account Opening functions and Compliance.Actively following up with the EAM's to get the client accounts opened, funded and traded.Company Setup and formation - Responsible for Dubai World Trade Center Free Zone company setup and Golden Visa applications.Closely working with existing and new clients on thier respective investment risk appetites.Following up with all the clients on cross selling different investment products with the help of the products and investment team. Show less