Business Finance Specialist

Location

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Role Overview

Be the backbone of client and business operations, ensuring seamless service delivery within Quantum Global’s RCBI and EB5 advisory framework.

Key Responsibilities

• Serve as the primary point of contact for client onboarding, documentation, and communication.
• Guide clients through EB5 application steps, due diligence, document submission, and followups with agencies
• Monitor application milestones, deadlines, and regulatory requirements, ensuring compliance at every step.
• Run due diligence on projects for financial viability and build financial models to assess risk and returns.
• Update internal CRM or case management tools, ensuring transparency and clarity on case status.
• Support logistics for client events or sessions—including materials, invitations, and client inquiries for Dubai-based or regional presentations.
• Generate reports on case status, timelines, and client satisfaction metrics.
• Collaborate with marketing, operations, and EA teams to maintain cohesive operations.

Qualifications

• 2–4 years in a business support or client case management role within immigration or residency-by-investment services.
• Familiarity with EB5 application processes or similar immigration pathways.
• Detail-oriented, excellent followup skills, and strong client communication.
• Proficiency in MS Office, CRM systems; multilingual ability preferred.

Why Join?

Become part of a team that delivers life-changing services—helping clients achieve their global residence and citizenship goals efficiently and transparently.