Job Offers at Maurice Xandra Solutions

Job Summary:

• The ideal candidate will manage the administrative and operational processes of client portfolios, coordinate/ manage the processes required to implement investment decisions and support the investment process and provide valuable support to the client acquisition/ management and investment management process.

Job Responsibilities:

• Provide client and fund/ portfolio services such as on/off-boarding of clients, attending to client enquiries, and maintaining all client-related records.
• Conduct all the operations activities related to investment with a prime focus on the best execution of trades which accord with approved investment decisions and accurate settlement of trades.
• Produce various internal and external reports including but not limited to client, regulatory, and management reports.
• Prepare and analyze daily/weekly/monthly operational reports and metrics including payment of approved fees and expenses.
• Liaise with counterparties such as Custodians, Registrars, and Brokers, to ensure the smooth processing of transactions.
• Work with the Finance and Compliance functions to ensure compliance with ongoing regulatory requirements for investment funds & portfolios the Company manages.
• Attend to and resolve queries from clients, regulators, and trade counterparties.
• Handle trade and account reconciliation.
• Identify problems and inefficiencies with various processes and develop and implement solutions.

Preferred Qualifications And Skills/Background:

• A minimum of 4 years experience in a similar function for an asset management company.
• First degree preferably in Accounting, Finance, Economics or related fields.
• Strong proficiency in the use of relevant line of business solutions and MS Office tools.
• Team player with the ability to think and act independently.
• Excellent written and oral communication skills.
• Quick learner, comfortable dealing with ambiguous and fluid situations.
• Ability to multi-task; juggle multiple deliverables and perform under very demanding conditions.
• Attention to detail and organizational skills.
• Superior analytical & critical thinking skills; ability to make good decisions when faced with complex data.
• High level of passion, integrity, creativity, inquisitiveness, and self-confidence.

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SUMMARY:

• The ideal candidate will work with the Head of Business Development to grow and drive the wealth management business of the Company.
• Candidate should possess experience in business development and relationship management skills targeting high net worth and institutional clients.

RESPONSIBILITIES:

• Focus on selling Company’s wealth management services to high-networth individuals and institutional clients by identifying potential clients, building client relationships, and providing high-quality service.
• Engage prospective clients with a view to identifying and understanding their needs and objectives and working with the investment team to provide recommendations suited to each client.
• Provide high-quality client engagement through scheduled client meetings and regular client interactions.
• Act as liaison between the firm and clients; representing firm to clients and clients to firm.
• Participate in internal investment review of clients’ investment portfolios.
• Work with the Investment Operations team, to ensure timely delivery of periodic portfolio reports and statements to clients.
• Regularly provide feedback to the Investment team from interactions with potential & existing clients.
• Achieve asset and revenue targets.

QUALIFICATIONS AND EXPERIENCE: 

• 5 years’ experience in relationship management and sales experience within wealth management, private banking, trust, family office or financial planning industry.
• Demonstrated ability to understand clients’ financial situations.
• Good knowledge of financial markets
• Strong relationship management skills.
• Excellent communication (verbal & written) and interpersonal skills. Track record that demonstrates exceptional ability to grow revenue, assets, and client base.
• High achiever with an entrepreneurial spirit.
• Able to operate successfully in a team environment.
• Proficient in the use of Excel, Word and PowerPoint.

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JOB SUMMARY

• We are looking for a detail-oriented and organized Junior Accountant.
• The ideal candidate will have 1-2 years of accounting experience, preferably in a similar industry, and will assist in managing the financial operations of our spa.

RESPONSIBILITIES

• Assist with daily accounting tasks, including accounts payable and receivable.
• Reconcile bank statements and ensure accurate recording of transactions.
• Prepare and process invoices, expense reports, and payments.
• Maintain and update financial records and ensure the accuracy of data.
• Assist in preparing financial reports and summaries for management.
• Support month-end and year-end closing processes.
• Ensure compliance with accounting policies and procedures.
• Assist with audits and prepare necessary documentation as required.
• Handle client billing inquiries and resolve discrepancies promptly.

QUALIFICATION & EXPERIENCE

• 1-2 years of experience in an accounting role, preferably within the wellness or hospitality industry.
• Bachelor's degree in Accounting, Finance, or a related field.
• Basic understanding of accounting principles and practices.
• Proficiency in accounting software and Microsoft Office Suite.
• Strong attention to detail and organizational skills.
• Good analytical and problem-solving abilities.
• Effective communication skills and a proactive approach to tasks.
• Ability to work both independently and collaboratively within a team.

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JOB SUMMARY

• We are seeking a motivated and personable Sales Representative.
• The ideal candidate will have 1-2 years of sales experience, preferably in the wellness or beauty industry, and a passion for providing exceptional customer service.

RESPONSIBILITIES

• Promote and sell spa services and products to new and existing clients.
• Develop and maintain strong relationships with clients to ensure repeat business and customer satisfaction.
• Provide knowledgeable consultations to clients regarding spa treatments, products, and promotions.
• Achieve sales targets and contribute to the overall growth of the spa.
• Assist with the planning and execution of promotional events and campaigns.
• Handle customer inquiries and resolve issues or concerns in a professional and timely manner.
• Maintain up-to-date knowledge of spa services, products, and industry trends.

QUALIFICATION & EXPERIENCE

• 1-2 years of experience in a sales role, preferably within the wellness, beauty, or spa industry.
• Excellent communication and interpersonal skills with a focus on customer service.
• Proven track record of meeting or exceeding sales targets.
• Ability to work independently and as part of a team.
• Strong organizational and time management skills.
• Basic knowledge of spa treatments and products is a plus.
• High school diploma or equivalent; additional qualifications in sales or customer service are advantageous