Institutional Client Sales & Onboarding Associate

Swissquote Group; Singapore; On-site; SGD 42,000 - 68,000; Full time

Job summary

Swissquote Group in Singapore is seeking a Sales Associate to join the Head Sales Team. You will manage end-client onboarding, conduct KYC reviews, and support Relationship Managers with day-to-day client inquiries.

You will act as a front-line contact for clients, ensuring accurate information flow, high service quality, and compliance with regulatory standards. Fluency in English and Mandarin is required, and Singaporean/PR status is preferred.

Qualifications

• Bachelor's degree in Business Administration, Finance or equivalent.
• 1–3 years of private banking/private wealth management experience.
• Strong understanding of financial markets and private wealth management.
• Proficiency in English and Mandarin; multilingual communication skills preferred.
• Singaporean or Permanent Resident status.

Responsibilities

• End-clients onboarding by reviewing documentation and preparing KYC packs for Compliance.
• Assist Relationship Managers with day-to-day client interactions and inquiries.
• Serve as a client point of contact for timely, accurate information and sales administration.
• Provide full support to Sales team to ensure internal service levels and client satisfaction.
• Ensure client records and documentation meet compliance and regulatory standards.
• Coordinate with Legal, Compliance, Operations, Trading and Risk for smooth operations.
• Contribute to system and tool improvements on internal project boards.
• Assist with other administration tasks as assigned by Department Heads.
• Propose ideas to improve business objectives and processes.

Skills

Client communication

Team collaboration

Attention to detail

Regulatory compliance

Education

Bachelor's degree in Business Administration/Finance

Job description

Swissquote Group in Singapore is seeking a Sales Associate to join the Head Sales Team. You will manage end-client onboarding, conduct KYC reviews, and support Relationship Managers with day-to-day client inquiries.

You will act as a front-line contact for clients, ensuring accurate information flow, high service quality, and compliance with regulatory standards. Fluency in English and Mandarin is required, and Singaporean/PR status is preferred.