Sales Associate Institutional Clients

Sales Associate reporting to the Head Sales Team the candidate will be responsible for the following:

• Front-to-back responsibility for the account opening process of end-clients of our institutional partners by conducting proper documentation review and preparing KYC pack for Compliance
• Assist the Relationship Managers and team in managing day-to-day client interactions and inquiries
• Act as a point of contact for clients providing timely and accurate information to client enquiries in the day-to-day business ensuring high quality assistance to our clients and sales administration
• Provide full support to all Sales team members to ensure good internal service level and client satisfaction
• Ensure all client records and documentation adhere to compliance and regulatory standards
• Assist and coordinate with other departments (Legal and Compliance Operations Trading Risk) to ensure smooth business operations
• Contribute to improve systems and tools in internal project boards
• Other administration/support tasks as assignment from Department Heads
• Proactively suggesting new ideas on way to improve our business objectives and processes.

Qualifications :

• At least a Bachelors Degree in Business Administration Finance or similar fields; or equivalent work experience
• 1 - 3 years of private banking/private wealth management experience
• Strong understanding of financial markets and the private Wealth Management space
• Ability to communicate effectively in a verbal and written form in multiple languages including as mandatory English and Mandarin - Chinese
• Singaporean or Permanent Resident.

Additional Information :

• Reliable work ethic with high attention to detail to ensure accuracy and compliance
• Ability to proactively address client inquiries and issues providing solutions and support as needed
• Being able to work in a team and autonomously and under pressure
• Good organizational skills with the ability to manage multiple tasks and prioritize effectively
• Sense of urgency and high energy
• Good communication and interpersonal skills and effective in maintaining working relationships with all stakeholders.

SQ2

Remote Work :

No

Employment Type :

Full-time