Supporting Relationship Success

3 days ago


Singapore beBeeBilingual Full time $40,000 - $80,000
Job Overview

This role is responsible for providing administrative support to Relationship Managers in the Sales Department, ensuring seamless execution of trade transactions and client onboarding processes.

Key Responsibilities
  • Maintain accurate sales reports for the department and Relationship Managers.
  • Conduct Know Your Customer (KYC) checks and facilitate client onboarding.
  • Handle account maintenance, periodic reviews, and support Relationship Managers on trade transactions.
  • Liaise with the trade team for trades execution and coordinate with the marketing department for client events.
  • Perform other administrative duties as assigned.
Requirements
  • At least 1 year of documentation support experience in a Financial Institution required.
  • Proficient in using Microsoft Excel.
  • Strong attention to detail and follow-up skills essential.
  • Bilingual skills in English and Chinese to manage Chinese-speaking clients desired.
  • Ability to multitask, be well-organized, and build basic macros in Excel necessary.
  • Basic understanding of financial products.


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