Competitive remuneration based on skills + experie...
Experience with structured investment funds
Advanced english proficiency required
Knowledge of fip, fii, and fidc regulations
The role serves as the primary focal point for clients, ensuring their needs are met while aligning operations with Apex Group standards
Job Summary
The role serves as the primary focal point for clients, ensuring their needs are met while aligning operations with Apex Group standards.
Responsibilities include leading internal committees, managing overdue collections, and driving new business revenue within the existing client portfolio.
Candidates will act as a bridge between clients and operational teams, utilizing Salesforce to track new business and update relationship reports.
Matching Summary
The role serves as the primary focal point for clients, ensuring their needs are met while aligning operations with Apex Group standards.
Salary
Competitive remuneration based on skills and experience; Not specified; Training and development provided
Skills & Requirements
Must-have
Experience with structured investment funds
Advanced English proficiency required
Knowledge of FIP, FII, and FIDC regulations
Salesforce CRM data management skills
Ability to conduct client meetings and KPI monitoring
Nice-to-have
Proactive problem-solving attitude
Cross-selling opportunities identification
Process improvement initiative
System automation knowledge
Strong prioritization under deadlines
Key Requirements
Degree in Business Administration, Economics, Finance, or Accounting
CPA-20 certification preferred
Advanced level English language skills
Intermediate Excel, Word, and PowerPoint proficiency