Client Advisor, SCSD (6 months contract)

As an SCSD Client Account Manager, you will be responsible for managing accounts transferred for exit purposes, including following up with clients on top‑up/closure instructions and executing securities and forex transactions to facilitate account closure.

• Act as the primary or secondary client point of contact, manage daily administration and client servicing, and attend to compliance requirements.
• Serve as liaison between operational sub‑teams to ensure smooth account closure.
• Ensure strict compliance with internal policies, external regulations, and legal guidelines.
• Minimise errors and operational problems; promptly document any issues that arise.

• Ideally 3 years of experience with wealth‑management clients or platforms.
• University degree or equivalent higher‑education qualification; valid CACS Papers 1 and 2 required for licensing.