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Sales Associate – Institutional Clients

Swissquote BankSingapore, Singapore

13 days ago

Job description

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.

Sales Associate • Singapore, Singapore