Full-Time Investment Banking Associate, Generalist – Abraq Khayţān
An investment associate is needed to expand our group. Candidates who want to join a fast-expanding firm and fully advance their careers can apply for this position, which offers countless prospects. While providing the firm’s clients with an exceptional experience, this job will primarily support the firm advisors with workflow management. This position will assist client relationships by ensuring that all client needs are met, responding to client inquiries, preparing advisors for client review meetings, and handling other problems and tasks as required. The applicant should be proficient in technology and diligent in all aspects of their work.
Job Title : Investment Banking Associate, Generalist
Location : Abraq Khayţān, Al Farwānīyah, Kuwait
Salary : $ 32.26 per hour.
Company : WhiteCap Search
Job Type : Full-Time
- Keep records on past and present customers up-to-date in your contact database and contact management software for use in future reports, appointments, fee tracking, and promotional efforts.
- the creation and upkeep of customer files, the creation of client forms and reports, and the initiation of correspondence as required by the firm’s advisor.
- Check the working order of all shared office equipment and notify the facilities manager if something seems amiss. Keep the office well-stocked with goods like paper towels and toilet paper.
- Client records should be shredded on a regular basis to ensure their security and correct disposal.
- Initiate and terminate accounts, issue powers of attorney and trading authorization, connect life insurance and annuity accounts, complete client registrations, and fulfill client service requests in a timely manner.
- Your primary responsibilities as a member of the deal team will be to source potential investments, conduct the necessary due diligence, and draft investment memoranda for fund investments and co-investments.
- Establish and manage client files, as well as create and prepare reports and databases for file and record keeping, to meet regulatory and compliance requirements.
- Traders utilize this method to handle the purchase and sale of equities and fixed-income securities.
- Responsible for ensuring that all customer needs are met promptly and correctly; front office support, including welcome clients and visitors to the office; courteously answer phone calls; appropriately answer calls or take thorough messages as necessary.
- Review and respond to all electronic correspondence; promptly address issues and concerns with professionalism and attention to resolution.
- Possessing one to two years of relevant work experience in finance or a closely connected discipline such as billing, accounting, purchasing, mathematics, etc.
- However, those with work experience and some college credit will be considered even if they lack a bachelor’s degree.
- a track record of success in client management or customer service. This would entail locating client concerns or issues, offering, and starting efficient remedies.
- Possessing the capacity to work autonomously and effectively in a fast-paced atmosphere under time constraints
- Those applying should ideally be fluent in Redtail, Orion, Morningstar, MoneyGuidePro, and Wells Fargo Advisors.