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Sales Associate – Institutional Clients

Sales Associate – Institutional Clients

Swissquote BankSingapore, Singapore
10 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.
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    Sales Associate • Singapore, Singapore