Junior Relationship Manager Institutional Clients

Junior Relationship Manager 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 analyzing KYC pack received from partners for Compliance review submission
• Grow and expand existing client relationships by providing high quality customer service to existing clients and increase the share of wallet of Swissquote
• Go-to Person for client enquiries in the day-to-day business as the primary Account Managers to the Partners and 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
• 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 :

• Bachelors Degree in Business Administration Finance or similar fields; or equivalent work experience
• 4 6 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.
  
  Skills you will bring and demonstrate
   
• Reliable work ethic with exceptional 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
• Proactive and an ability to use initiative
• Sense of urgency and high energy
• Good communication and interpersonal skills and effective in maintaining working relationships with all stakeholders.

Additional Information :

SQ3

Remote Work :

No

Employment Type :

Full-time