Junior Relationship Manager - Institutional Clients

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

Job summary

A financial services company in Singapore is seeking a Junior Relationship Manager responsible for managing account openings and enhancing client relationships. The ideal candidate will have 4-6 years of experience in private banking, a strong understanding of financial markets, and excellent communication skills in English and Mandarin. The role includes supporting sales teams, maintaining client satisfaction, and ensuring compliance with internal processes.

Qualifications

• 4 – 6 years of private banking / private wealth management experience.
• Strong understanding of financial markets and private wealth management.
• Ability to communicate effectively in English and Mandarin.

Responsibilities

• Manage account opening process for end-clients.
• Build and maintain client relationships to enhance service.
• Coordinate with legal, compliance, and operations departments.

Skills

Attention to detail

Client inquiry resolution

Teamwork

Organizational skills

Proactive initiative

Communication skills

Education

Bachelor's Degree in Business Administration, Finance or similar

Job description

Job Description

Junior Relationship Manager reporting to the Head Sales Team, the candidate will be responsible for the following :

• Front-to-back responsibility for the account opening process of end-clients of our institutional partners by conducting proper documentation review and analyzing KYC pack received from partners for Compliance review submission,
• Grow and expand existing client relationships by providing high quality customer service to existing clients and increase the share of wallet of Swissquote,
• Go-to Person for client enquiries in the day-to-day business as the primary Account Managers to the Partners and ensuring high quality assistance to our clients and sales administration,
• Provide full support to all Sales team members to ensure good internal service level and client satisfaction,
• Coordinate with other departments (Legal and Compliance, Operations, Trading, Risk) to ensure smooth business operations,
• Contribute to improve systems and tools in internal project boards,
• Other administration / support tasks as assignment from Department Heads,
• Proactively suggesting new ideas on way to improve our business objectives and processes.

Qualifications

• Bachelor's Degree in Business Administration, Finance or similar fields; or equivalent work experience,
• 4 – 6 years of private banking / private wealth management experience,
• Strong understanding of financial markets and the private Wealth Management space,
• Ability to communicate effectively in a verbal and written form in multiple languages, including as mandatory English and Mandarin - Chinese,
• Singaporean or Permanent Resident.

Skills you will bring and demonstrate

• Reliable work ethic with exceptional attention to detail to ensure accuracy and compliance,
• Ability to proactively address client inquiries and issues, providing solutions and support as needed,
• Being able to work in a team and autonomously and under pressure,
• Good organizational skills with the ability to manage multiple tasks and prioritize effectively,
• Proactive and an ability to use initiative,
• Sense of urgency and high energy,
• Good communication and interpersonal skills and effective in maintaining working relationships with all stakeholders.

Additional Information

SQ3