My duties include:•Streamlining the onboarding process for retail and institutional clients, ensuring full compliance with regulatory standards.• Building and maintaining strong client relationships, addressing client needs, and providing exceptional service.• Creating informative financial presentations to support client decision-making and company initiatives.• Enhancing operational processes to improve client experiences and support the overall goals of Capricorn Asset… Show more My duties include:•Streamlining the onboarding process for retail and institutional clients, ensuring full compliance with regulatory standards.• Building and maintaining strong client relationships, addressing client needs, and providing exceptional service.• Creating informative financial presentations to support client decision-making and company initiatives.• Enhancing operational processes to improve client experiences and support the overall goals of Capricorn Asset Management.• Collaborating with cross-functional teams to implement strategic initiatives and drive business growth. Show less

My duties included:• Coordinating the onboarding process for new retail clients, ensuring a seamless and efficient transition.• Conducting thorough compliance checks and due diligence to meet regulatory requirements and mitigate risks.• Providing personalized support and guidance to clients throughout the onboarding process, addressing any queries or concerns.• Collaborating with internal teams, including compliance, and sales, to ensure all client documentation is accurate and… Show more My duties included:• Coordinating the onboarding process for new retail clients, ensuring a seamless and efficient transition.• Conducting thorough compliance checks and due diligence to meet regulatory requirements and mitigate risks.• Providing personalized support and guidance to clients throughout the onboarding process, addressing any queries or concerns.• Collaborating with internal teams, including compliance, and sales, to ensure all client documentation is accurate and complete.• Developing and implementing onboarding procedures and best practices to enhance operational efficiency and client satisfaction. Show less

My duties included:• Managing and organizing all client and regulatory documents, ensuring accuracy, confidentiality, and compliance with industry standards.• Coordinating the collection, verification, and filing of essential documentation for new and existing clients.• Maintaining and updating document management systems to ensure easy retrieval and adherence to data retention policies.• Collaborating with internal teams, such as compliance and legal, to ensure all… Show more My duties included:• Managing and organizing all client and regulatory documents, ensuring accuracy, confidentiality, and compliance with industry standards.• Coordinating the collection, verification, and filing of essential documentation for new and existing clients.• Maintaining and updating document management systems to ensure easy retrieval and adherence to data retention policies.• Collaborating with internal teams, such as compliance and legal, to ensure all documentation meets regulatory requirements and company policies.• Conducting regular audits of document processes and records to identify areas for improvement and ensure consistent adherence to best practices. Show less