Sales Analyst
Found in: Talent SG 2A C2 - 2 weeks ago
Reporting to the team lead / head, you will work closely with Relationship Managers to assist in client onboarding and support (HNW and Corporates)
Responsibilities:
- Assisting RMs in new accounts onboarding (HNW and Corporates)
- Performing Account Opening checks, including KYC, AML and customer Due Diligence check etc.
- Coordinating with Front/Middle/Back office to provide prompt support service functions for customer problem resolution.
- Liaising directly with the clients to ensure their accounts are set up with complete functionality on the trading platforms.
- Assisting in maintaining the necessary information/documentation properly and in compliance with the rules and regulations.
- Assisting in process review and process re-engineering to improve internal controls and work efficiencies.
- Preparation of monthly reports, i.e. business report, marketing report.
- Other ad-hoc duties assigned.
Requirements:
- Diploma/Degree in Accountancy/Business/Finance or equivalent
- Knowledge of or experience in securities and private banking industry will be advantageous
- Fluent in English, Cantonese, and Mandarin
- Positive, meticulous, systematic, assertive, analytical, possess strong problem-solving skills, good oral communication, written and interpersonal skills
- Able to work under tight timelines and withstand pressure
- Proficient in Microsoft Office applications
- Entry level candidates are welcomed to apply
Tell employers what skills you have
Assertive
Microsoft Office
Due Diligence
Interpersonal Skills
Inventory
Private Banking
Retail Sales
Securities
Internal Controls
Cantonese
Compliance
Pressure
Cashiering
AML
Customer Service
KYC
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