Client Relationship Associate

Early Applicant

3-5 Years

Job Description

Job Description

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

Job 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

Job Skills

Job 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.
Those with CMFAS and CACS papers preferred Please note only shortlisted candidates will be notified.