Client Advisor Assistant (CAA)

SINO SUISSE CAPITAL PTE. LTD.; Singapore; On-site; SGD 45,000 - 74,000; Full time

Job summary

SINO SUISSE CAPITAL PTE. LTD. is seeking a capable Client Account Associate to support Client Advisors and deliver superior service to clients in Singapore.

You will handle transactions, onboarding, and documentation with close coordination with banks and internal teams. The role requires at least 3 years in a CAA/Banking environment, the ability to multi-task in a fast-paced setting, and a proactive, client‑focused attitude.

Qualifications

• At least 3 years of work experience as CAA.
• Experience in banking industry.
• Ability to multi-task in fast-paced environment.
• Strong work ethic with a positive attitude.
• Experience in entrepreneurial environments.

Responsibilities

• Deliver superior client experience by understanding and executing client transactions.
• Support Client Advisors in delivering exceptional service.
• Serve as first point of contact for client queries and orders.
• Assist with account openings, onboarding, due diligence and monitoring.
• Prepare documentation for client meetings and proposals.
• Adhere to Internal policies & procedures and elevate where necessary.
• Provide administrative support to C-suite management.

Skills

Client service

Banking experience

Multi-tasking

Positive attitude

Startup experience

Tools

Bloomberg Terminal

Job description

Duties & Responsibilities

• Responsible for delivering superior client experience through understanding, anticipating and executing client’s transactions and providing excellent administrative and organizational support to Client Advisor.
• Support Client Advisors in delivering exceptional client service and experience;
• Be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.;
• Assist with account opening, onboarding, due diligence and monitoring activities in close coordination with custodian banks and investment banks;
• Support with documentation for client meetings, business trips, investment proposals;
• Adhere to Internal policies & procedures and elevate where necessary;
• Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements; and
• Provides administrative support to C-suite management.

Requirements

• At least 3 years of work experience as CAA
• Experience in banking industry
• Ability to multi-task and work in a challenging fast-paced environment
• Strong work ethic with a positive, can-do attitude
• Experience in entrepreneurial environments and the flexibility to work in both highly structured corporate settings and less structured start-up environments

Good to have

• Usage of Bloomberg Terminal
• Fluent in English and Mandarin