Sales Support Specialist
2 weeks ago
We are seeking a highly skilled and experienced Sales Support professional to join our team at PERSOL Singapore. As a Sales Support Specialist, you will play a critical role in providing exceptional client service, operational, administrative, and marketing support to our Relationship Managers in Singapore and Hong Kong.
Responsibilities:- Assist Relationship Managers in managing and monitoring client portfolios, including updating portfolio positions and investment proposals.
- Receive and execute client orders, including securities, bonds, derivatives, loans, and FX transactions.
- Prepare and handle account opening documents in compliance with AML requirements.
- Coordinate Japanese onboarding documentation and liaise with Japan head office/inter offices for administrative issues.
- Coordinate with internal and external parties to process client portfolio transfer instructions involving different asset classes.
- Ensure trading and settlement setup for client accounts prior to trade.
- Provide assistance and advice on security settlement subject matters.
- Collaborate with internal and external vendors on projects, including system rollouts and enhancements.
- At least a Diploma certificate.
- Minimum 3 years of relevant work experience in client servicing roles within Private Banking business.
- Fluent in both spoken and written English and Japanese, with proficiency in spoken and written Mandarin a plus.
- Strong understanding of financial products and services.
- Familiar with AML and compliance requirements within the Private Banking space.
- Excellent interpersonal, communication, and client interfacing skills.
- Client-oriented, fast delivery, and effective response to client requests.
- Committed to teamwork.
- Effective communication and analytical skills, with demonstrated ability to work effectively with all levels within the organization.
- Successful completion of CACS Papers 1 and 2, with professional certification in Financial Markets Regulatory Practices (FMRP) and relevant CMFAS modules a plus.
If you are a motivated and experienced professional looking for a challenging role in Sales Support, please submit your resume in MS Word format to ayame.minowa@persolsg.com. We regret that only shortlisted candidates will be notified.
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