Officer 1, Private Wealth Administration

Responsibilities

• Execute corporate secretarial and governance tasks including preparation of board and general meeting documents, minutes, resolutions, and statutory updates
• Conduct compliance and due diligence activities including client file reviews, CDD document verification, bad press checks, and transaction monitoring
• Provide administrative and client support by processing payment instructions, monitoring cash collection, and proactively flagging service issues
• Maintain accurate records and system updates including time sheets, planning information, and organizational structure documentation
• Support bank relationship management through account opening assistance, periodic file reviews, and signatory change coordination

Requirements

• Educational Background:
• You hold a degree and/or related professional qualification
• Professional Experience:
• You have internship or 0-1 year of experience in a similar role
• OUR COMMITMENT TO YOU AND THE ENVIRONMENT
• Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on our natural environment.
• We're committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success lead to our sustainability and success. We're emotionally invested in our clients right from the beginning.

Benefits

Additional Information

Job Summary: An entry-level secretarial position responsible for delivering basic secretarial services under supervision. This role focuses on standardized processes and routine operational activities while developing core competencies. The position handles low-complexity tasks within established frameworks, with all work subject to review by Senior Officer.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at Iqeq? Share your experience