This job offer is not available in your country.
Client Relationship Associate / Advisor - D01 Cecil, Marina, People’s Park, Raffles Place, SG
MAYBANK SINGAPORE LIMITEDD01 Cecil, Marina, People’s Park, Raffles Place, SG10 hours ago
Job descriptionDegree 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
Roles & Responsibilities
Job Description :
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 Requirements :
Tell employers what skills you have
Wealth Management
Front Office
Asking Questions
Well Organised
Interpersonal Skills
Wealth
Hospitality Industry
Private Banking
Customer Relationship Management
Numerical Analysis
Account Servicing
Underwriting
Research Skills
Attention to Detail
Regulatory Requirements
Case Management
Create a job alert for this search
Client Advisor • D01 Cecil, Marina, People’s Park, Raffles Place, SG