Client Relationship Associate

2 weeks ago


Singapore MAYBANK SINGAPORE LIMITED Full time

Client Relationship Associate sits in the private banking segment to provide for the private wealth.

**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 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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