Client Relationship Associate

2 weeks ago


Singapore Malayan Banking Berhad (Maybank) Full time $60,000 - $120,000 per year

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

Please note only shortlisted candidates will be notified.



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