
Associate Client Relationship Manager
2 days ago
JOB DESCRIPTION
Client Relationship Associate sits in the private banking segment to provide for the private wealth.
JOB RESPONSIBILITIES
• To provide sales support to the Private Wealth RMs.
• To perform and confirm trade execution with clients and to input trades into Avaloq system.
• To perform and confirm new TD placements and renewals with clients
• Assist with the onboarding process of Private Wealth clients in Avaloq.
• Assist with periodic reviews on client accounts and credit line reviews
• Attend to all incoming calls to the Front Office common line.
• To be main liaison between various units for all Private Wealth transactions
JOB SKILLS
Customer-Service
CMFAS
CACS
Attention-to-details
interpersonal-skills
JOB REQUIREMENTS
• Degree holder
• At least 3 years of experience in similar field of supporting RMs in wealth management segments
• Customer fronting, good interpersonal skills, attention to detail and ability to work in a team.
• Those with CMFAS and CACS papers preferred
Please note only shortlisted candidates will be notified.
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