Client Relationship Associate

Maybank; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading bank seeks a Client Relationship Associate to support the private wealth segment. You will be responsible for sales support, trade execution, client onboarding, and ensuring communication between units. Ideal candidates will have a degree, relevant experience, and strong interpersonal skills.

Qualifications

• Degree holder.
• At least 3 years of experience in wealth management support.
• CMFAS and CACS papers preferred.

Responsibilities

• Provide sales support to Private Wealth RMs.
• Confirm trade execution with clients and input trades in Avaloq.
• Assist with the onboarding of Private Wealth clients.

Skills

Interpersonal skills

Attention to detail

Teamwork

Education

Degree

Tools

Avaloq system

Job description

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:

• Degree 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

Please note that only shortlisted candidates will be notified.