Financial Relationship Management Associate

17 hours ago

Singapore J.S.F Full time

Client Relationship Management:

- **Building and Maintaining Relationships**:Associates play a key role in fostering and nurturing strong relationships with existing clients, providing excellent customer service, and addressing their needs and concerns.
- **Supporting Relationship Managers**:They work closely with relationship managers to support their efforts in managing client portfolios and developing new business opportunities.
- **Understanding Client Needs**:Associates help understand clients' financial objectives, investment goals, and risk tolerance.
- **Providing Client Service**:They handle client inquiries, manage account details, and ensure smooth execution of transactions.
- **Client Onboarding and Retention**:Associates contribute to the onboarding of new clients and work to retain existing clients through regular communication and personalized service.

Financial Product and Service Knowledge:

- **Product Knowledge**:They develop a strong understanding of various financial products and services offered by the firm, including investments, loans, and other financial solutions.
- **Market Information**:They keep abreast of market trends, economic developments, and regulatory changes that may impact clients' investments.
- **Risk Assessment**:They assist in assessing client risk profiles and recommending suitable investment strategies.

Business Development:

- **Client Acquisition**:Associates may participate in client acquisition efforts by identifying potential clients, attending networking events, and making presentations.
- **Cross-Selling**:They may assist in cross-selling other products and services to existing clients.
- **Referral Generation**:They may solicit referrals from other departments or staff members to expand the client base.

Compliance and Operations:

- **Regulatory Compliance**:Associates ensure that all activities comply with relevant banking regulations, policies, and procedures.
- **Operational Support**:They provide operational support to the relationship management team, ensuring smooth and efficient client service.
- **Reporting and Record Keeping**:They maintain accurate records of client interactions, transactions, and other relevant information.

In essence, Financial Relationship Management Associates are a critical part of the financial services ecosystem, supporting relationship managers in building and maintaining strong client relationships while ensuring compliance and operational efficiency.

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