Client Relationship Associate

Client Relationship Associate sits in the private banking segment to provide for the private wealth.

Responsibilities:

• To provide sales support to the Private Wealth RMs.
• To perform and confirm trade execution with clients and to input trades into Avaloq system.
• To perform and confirm new TD placements and renewals with clients
• Assist with the onboarding process of Private Wealth clients in Avaloq.
• Assist with periodic reviews on client accounts and credit line reviews
• Attend to all incoming calls to the Front Office common line.
• To be main liaison between various units for all Private Wealth transactions.

Requirements:

• Degree holder
• At least 3 years of experience in similar field of supporting RMs in wealth management segments
• Customer fronting, good interpersonal skills, attention to detail and ability to work in a team.
• Must possess passes in CACS Paper 1 and Paper 2
• Strong knowledge of private banking products and regulatory requirements.
• Excellent communication and interpersonal skills.
• Analytical ability to monitor accounts and identify risks/opportunities.
• Attention to detail and organizational skills.
• Client-focused mindset with adaptability in fast-paced environments.
• Team collaboration and relationship-building skills.

Please note that only shortlisted candidates will be notified.