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Client Advisor Assistant

2 months ago

Singapore CONTINUUM ALPHA PTE. LTD. Full time
Roles & Responsibilities

Client Advisor Assistant (CAA)


Responsible for delivering superior client experience through understanding, anticipating and executing client’s transactions and providing excellent administrative and organizational support to Client Advisors/Client Partners.


Primary Responsibilities

  1. Support Client Advisors/Client Partners in delivering exceptional client service and experience
  2. Be point-of-entry contact for clients with account queries or order placement, payments, etc.
  3. Assist with account opening, onboarding, due diligence and monitoring activities
  4. Support with documentation for client meetings, business trips, investment proposals
  5. Adhere to internal policies & procedures and escalate where necessary
  6. Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
  7. Provides back up for buddy CAAs.

Requirements

  1. Minimum of 4 years relevant experience in private banks.
  2. Outstanding verbal and written communication skills
  3. Professional maturity, strong work ethic and the ability to be flexible and adaptable to changing business needs
  4. Fluency in Mandarin needed to cover North Asia/Greater China client segments.
  5. Proficient with all Microsoft 365 apps

Tell employers what skills you have

Wealth Management
Microsoft PowerPoint
Due Diligence
Knowledge Management
Adaptable
Market Intelligence
Regulatory Requirements
Screening
Legal Compliance
Sourcing