Job Description
Sales Associate reporting to the Head Sales Team, the candidate will be responsible for the following :
- Front-to-back responsibility for the account opening process of end-clients of our institutional partners by conducting proper documentation review and preparing KYC pack for Compliance,
- Go-to Person for client enquiries in the day-to-day business ensuring high quality assistance to our clients and sales administration,
- Provide full support to all Sales team members to ensure good internal service level and client satisfaction,
- Coordinate with other departments (Legal and Compliance, Operations, Trading, Risk) to ensure smooth business operations,
- Contribute to improve systems and tools in internal project boards,
- Other administration / support tasks as assignment from Department Heads,
- Proactively suggesting new ideas on way to improve our business objectives and processes.
Qualifications
At least a Bachelor's Degree in Business Administration, Finance or similar fields; or equivalent work experience,3 – 5 years of private banking / private wealth management experience,Strong understanding of financial markets and the Wealth Management space,Ability to communicate effectively in a verbal and written form in multiple languages, including as mandatory English and Mandarin - Chinese,Singaporean or Permanent Resident.Additional Information
Skills you will bring and demonstrate
Reliable work ethic with exceptional attention to detail,Being able to work in a team and autonomously and under pressure,Proactive and an ability to use initiative,Sense of urgency and high energy,Good communication and interpersonal skills and effective in maintaining working relationships with all stakeholders.