Client Relationship Associate

December 24, 2024

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

  • Customer-Service
  • CMFAS
  • CACS
  • Attention-to-Details
  • Interpersonal-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.