Junior Relationship Manager
Department:
Job Summary
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 :
SQ4
Remote Work :
No
Employment Type :
Full-time
About Company
As a leading provider of online financial services, Swissquote Group offers innovative solutions and comprehensive services to meet the wide-ranging demands of its global clients.With an Online Trading Platform linked to more than 60 stock markets in over 40 countries, including off-e ... View more