
Client Relationship Associate, Private Wealth
7 days ago
JOB DETAILS
Job Type
Permanent
Position Level
Junior Executive
Qualification
Degree
Discipline
Finance
Specialization
Private Banking
Sector
Group Community Financial Services
Experience
3 - 5 years
Salary
Up to 4,000
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)Interpersonal
2)Organizational-Management
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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