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.
- *Those with CACS papers preferred
- 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.
