Manage client portfolios by performing corporate and fiduciary administrative tasks, ensuring successful onboarding and adherence to governance principles. Handle compliance, KYC verifications, and the drafting of official board minutes and resolutions.
Manage a portfolio of funds by handling corporate secretarial duties, preparing board packs, and executing financial transactions. Lead junior staff and ensure all regulatory filings and KYC procedures are completed accurately and timely.
Oversee business development associates and manage relationships with referral partners to generate new leads. Responsible for preparing technical documents, proposals, and managing the CRM system to convert leads into business.
Responsible for fund administration duties including corporate secretarial functions, NAV preparation, and the setup of various fund structures. Acts as the primary point of contact for a portfolio of clients while ensuring compliance with regulatory frameworks and internal procedures.
