Client Relationship Associate, Private Wealth

20 hours ago


Singapore Maybank Full time

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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