Client Relationship Associate

Maybank Singapore; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A leading financial institution in Singapore seeks a Sales Support Specialist for Private Wealth. You will provide essential support to relationship managers, assisting with trade execution and client onboarding. The ideal candidate has a degree, at least 3 years of relevant experience, and excellent interpersonal skills. Experience with CMFAS and CACS is preferred.

Qualifications

• At least 3 years of experience in supporting RMs in wealth management.
• CMFAS and CACS papers preferred.

Responsibilities

• Provide sales support to the Private Wealth RMs.
• Perform and confirm trade execution with clients.
• Assist with onboarding process of Private Wealth clients.

Skills

Customer fronting

Interpersonal skills

Attention to detail

Teamwork

Education

Degree holder

Job description

Job Description

• 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 only shortlisted candidates will be notified.