Client Relationship Associate
5 days ago
**JOB DETAILS**
**Job Type**
- Permanent
**Position Level**
- Senior Executive
**Qualification**
- Degree
**Discipline**
- Business Studies/Administration
**Specialization**
- Wealth Management
**Sector**
- Group Community Financial Services
**Experience**
- 3 - 10 years
**Salary**
- Undisclosed
**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**
**1)**Customer-Service
**2)**CMFAS
**3)**CACS
**4)**Attention-to-Details
**5)**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
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