
Client Relationship Associate
1 week ago
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.
-
Client Relationship Associate
7 days ago
Singapore beBeeRelationship Full time $80,000 - $120,000Client Relationship AssociateWe are seeking a detail-oriented and organized Client Relationship Associate to support our team in delivering exceptional service to high net-worth clients. As a key liaison between clients and our Relationship Managers, you will play a critical role in building and maintaining strong relationships with our valued clients.About...
-
Client Relationship Associate
6 days ago
Singapore 33 AUCTION PTE. LTD. Full timeRoles & ResponsibilitiesClient Relationship AssociateA client relationship associate is responsible for client relationships before and after the sale process is complete. The candidate handles a variety of queries in person, on the telephone and via emails as they relate to all transactional aspects of bidding, buying, selling and post-sale activities. He...
-
Client Relationship Associate
4 days ago
Central Singapore AMAS Organisation Full time**Job Title**: Client Relationship Associate **Location**: Central, Singapore **Job Type**: Full-Time This role will be the first point of contact for our clients, ensuring their needs are met and fostering positive relationships. This role is designed for individuals looking to start their career in client relations and offers the opportunity to develop...
-
Client Relationship Associate
4 days ago
Singapore beBeeRelationship Full timeJob Opportunity: Are you a team player with excellent communication skills? We are seeking an experienced Client Relationship Associate to join our dynamic team. Key Responsibilities: Coordinate daily activities with internal stakeholders and external partners to deliver exceptional results. Conduct thorough risk assessments, ensuring compliance with...
-
Client Relationship Associate, APAC
1 day ago
Singapore Aviva plc Full timeClient Relationship Associate, APAC Client Relationship Associate, APAC Apply locations: Singapore | Posted 5 Days Ago | Job Requisition ID: R- This is a great job for someone who has an understanding of the APAC Distribution landscape, including institutional investors in the pension and insurance channels, discretionary fund management, and...
-
Client Relationship Associate, APAC
1 day ago
Singapore Aviva plc Full timeClient Relationship Associate, APAC Client Relationship Associate, APAC Apply locations: Singapore | Posted 4 Days Ago | Job Requisition ID: R- Overview: This role is ideal for individuals with an understanding of the APAC Distribution landscape, including institutional investors in pension and insurance channels, discretionary fund management,...
-
Client Relationship Associate
6 days ago
Singapore beBeeRelationship Full time $80,000 - $120,000Job Opportunity:Are you a team player with excellent communication skills? We are seeking an experienced Client Relationship Associate to join our dynamic team.Key Responsibilities:Coordinate daily activities with internal stakeholders and external partners to deliver exceptional results. Conduct thorough risk assessments, ensuring compliance with...
-
Client Relationship Associate
3 days ago
Singapore beBeeCustomerService Full time $3,500 - $5,000This is a Client Relationship Associate role in Medical Aesthetic services.The position involves engaging with customers to achieve customer satisfaction and convert leads into appointments.Key responsibilities include greeting, welcoming, and directing customers professionally.Answering phone calls and routing them as necessary.Providing information about...
-
Client Relationship Associate, APAC
2 weeks ago
Singapore Aviva plc Full timeClient Relationship Associate, APAC Client Relationship Associate, APAC Apply locations: Singapore | Posted 5 Days Ago | Job Requisition ID: R- This is a great job for someone who has an understanding of the APAC Distribution landscape, including institutional investors in the pension and insurance channels, discretionary fund management, and private...
-
Client Relationship Associate, APAC
2 weeks ago
Singapore Aviva plc Full timeClient Relationship Associate, APAC Client Relationship Associate, APAC Apply locations: Singapore | Posted 4 Days Ago | Job Requisition ID: R- Overview: This role is ideal for individuals with an understanding of the APAC Distribution landscape, including institutional investors in pension and insurance channels, discretionary fund management, and...