Title: Client Relationship Officer
Company Name: SN Chemical Industries Ltd.
Vacancy: 3
Age: 25 to 35 years
Job Location: Dhaka (DOHS Mirpur)
Salary: Negotiable
Experience:
Competencies / Skills
Executes on the day-to-day deliverables of client service, including relationship management, account administration, and fiduciary administration for assigned client families.
Works closely with the Sr. Relationship Officer and serves as an internal resource to thoughtfully, timely, and without error:
On-board new clients
Support client relationships and proactively identify and resolve client issues
Administer accounts and perform fiduciary oversight functions
Coordinate the delivery of services (internal and external specialists)
Prepare and deliver client communications
Develops an in-depth understanding of client preferences, needs, and concerns. Serves as a team resource to marshal people and information to ensure that client work is delivered timely.
Assists, as needed, with a variety of accounting-related functions, including:
Deposit and disbursement transactions
Budgets • Preparation and filing of tax returns
Financial statement analysis
Financial transaction reviews
Fees and expenses
Engages in high level trust administration. Works closely with others to prepare documentation supporting discretionary distributions and other discretionary decision-making to ensure risk mitigation, accuracy, completeness, and consistency.
Responds to ad hoc requests, performs research, provides custom analysis, and drafts communication, to support the Sr. Relationship Officer in decision-making and the delivery of client service.
Works cross-functionally within the Firm to ensure efficient workflows and the maximization of resources firm-wide.
Fosters positive employee relations and champions the Firm’s strategic priorities, objectives and policies.
| University | Percentage (%) |
|---|---|
| National University | 5.71% |
| 5.71% | |
| University of Dhaka | 4.29% |
| City University | 2.86% |
| Rajshahi University, Bangladesh | 2.86% |
| Daffodil International University (DIU) | 2.86% |
| Prime University | 2.86% |
| European University of Bangladesh | 2.86% |
| Uttara University | 2.86% |
| Sonargaon University | 2.86% |
| Age Range | Percentage (%) |
|---|---|
| 20-30 | 61.43% |
| 31-35 | 24.29% |
| 36-40 | 8.57% |
| 40+ | 4.29% |
| Salary Range | Percentage (%) |
|---|---|
| 0-20K | 17.14% |
| 20K-30K | 40.00% |
| 30K-40K | 22.86% |
| 40K-50K | 10.00% |
| 50K+ | 10.00% |
| Experience Range | Percentage (%) |
|---|---|
| 0 years (Freshers) | 11.43% |
| 0.1 - 1 years | 7.14% |
| 1.1 - 3 years | 24.29% |
| 3.1 - 5 years | 24.29% |
| 5+ years | 32.86% |