Family Office Advisor dedicated to high - net - worth clients providing tailored insurance and risk management solutions. Collaborating with internal teams and external advisors for personalized strategies.
About the role
- Client Services Assistant performing KYC/AML checks at Vistra Mauritius. Assist in client reviews and maintain relationships, reporting to Senior Management.
Responsibilities
- Complete reviews of clients/investors by performing KYC/AML checks as applicable in accordance with policies and procedures in place
- Liaise with clients/front office/compliance as part of the KYC process
- Update our client database
- Maintain positive and productive working relationships with internal and external clients
- Assist in preparing monthly statistics for Senior Management
- Comply with company policies and procedures and adherence with relevant administration procedure manuals
- Participate in ad hoc projects or matters
Requirements
- At least 0-2 years’ work experience in a similar sector
- Good communication and organisational skills to meet tight deadlines
- Proactive and flexible with a client-oriented attitude
- Excellent MS office skills (Word, Excel and Outlook)
- Capability to multi-task and work under tight deadlines
- Methodical approach with attention to detail, able to quickly assess and act on changing priorities
- Ability to solve problems and work independently and as a member of a team
- Degree in Management, Accounting, Law and Finance or other related qualifications
Benefits
- Flexible hybrid working arrangement
- Probation leave
- Medical Scheme
- Sponsored ACCA and ICSA
- Study/Examination Leave
- Pension Scheme
- Group Personal Accident
- Death & Disability Cover
- Excellent job exposure and career prospects
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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