Senior Client Executive

  • Full Time
  • Ebene
  • May 3, 2024

Website Axis Fiduciary Ltd


Under the direction of the reporting lines, the senior client executive is responsible for a portfolio of
clients and acting as the direct point of contact.

Key Responsibilities
• Ensure a timely, precise and high quality service delivery to all clients
• Ensuring compliance with anti-money laundering procedures, working closely with compliance  team for the proper due diligence in gathering all the necessary data and information for a full new client review;
• Attend to corporate secretarial functions;
• Drafting of minutes/resolutions;
• Prepare and organize board documents efficiently and in a timely manner;
• Attending board and other meetings as required;
• Instructing payments, statutory filings/returns and ensure a timely delivery
• Attend to client queries in a timely manner with a high service standard ensuring ownership   through to completion;
• Proactively resolve clients moderate to complex issues and escalating as required;
• Responsible for incorporation of client entities, i.e. the ROC & FSC application process;
• Liaise with external parties such as bankers, auditors, lawyers and regulatory bodies;
• Liaise with related authorities for permits and licenses;
• Build and maintain good relationship internally with juniors, peers and line manager;
• Train, guide, and coach team members on technical aspects of the job to ensure readiness to deliver work;
• Maintaining proper and complete file for each client – physical as well as on the DMS;
• Daily and effective input on timesheet or any time management system;
• Attend client meetings with Team Leader/Manager as and when required;
• Ensure that necessary filings as per the legal and regulatory framework are made within the                prescribed deadline;
• Ensure that the required information are uploaded and updated on the relevant internal systems in
• Ensure that invoices are prepared by the finance department on time;
• Prepare client invoices as part of the billing process;
• Ensure compliance of portfolio with applicable legal framework;
• Familiarize and adhere to internal policies and procedures;
• To identify training needs of team members and provide relevant training to subordinates;
• Any other cognate duties that may from time to time be required which are appropriate to the role
and business requirements.

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