
Associate, Client Support
3 days ago
You will work closely with Relationship Managers (RMs) to support business development and client servicing activities, focusing primarily on institutional and corporate clients in the Middle East region. This role involves client onboarding, account management, compliance checks, and operational support to ensure seamless service delivery and enhance client experience.
Key Responsibilities
- Assist Relationship Managers with new client onboarding and account opening processes.
- Perform account opening due diligence including KYC, AML, and Customer Due Diligence checks.
- Liaise with Front, Middle, and Back Office teams to ensure timely resolution of client issues and smooth pre- and post-sales support.
- Engage directly with clients to ensure accounts are fully set up and functional on trading platforms.
- Support RMs in executing marketing initiatives, client engagement activities, and business development plans.
- Maintain accurate records, documentation, and ensure compliance with regulatory requirements.
- Contribute to process reviews and workflow improvements to enhance efficiency and internal controls.
- Prepare periodic reports including business updates and marketing activity reports.
- Undertake ad-hoc projects and tasks as assigned.
Qualifications & Skills
- Diploma/Degree in Accountancy, Business, Finance, or related fields.
- Knowledge or experience in securities, derivatives, leveraged FX, or private banking will be an advantage.
- Strong command of English.
- Familiarity with the Middle East (particularly UAE) market is desirable.
- Willingness to travel when required.
- Strong interpersonal, communication, and analytical skills with a positive and meticulous approach.
- Ability to work under pressure and manage tight deadlines.
- Proficient in Microsoft Office applications.
Ready to make an impact? We'd love to hear from you Apply today by sending your resume to click apply now
**We regret to inform that only shortlisted candidates would be notified
Talentvis Singapore Pte Ltd | EA License No: 04C3537
EA Personnel Name: Sherwin Wong | EA Personnel No: R1770151
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