Client Relationship Associate / Advisor - MAYBANK SINGAPORE LIMITED

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