Sales Associate - Institutional Clients

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

We are an equal opportunity employer, welcoming candidates from all backgrounds, experiences, and perspectives to join our team and contribute to our shared success.

Job Description

Sales Associate 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 preparing KYC pack for Compliance,
• Assist the Relationship Managers and team in managing day-to-day client interactions and inquiries,
• Act as a point of contact for clients, providing timely and accurate information to client enquiries in the day-to-day business, 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,
• Ensure all client records and documentation adhere to compliance and regulatory standards,
• Assist and 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/supporttasks as assignment from Department Heads,
• Proactively suggesting new ideas on way to improve our business objectives and processes.

Qualifications

• At least a Bachelor's Degree in Business Administration, Finance or similar fields; or equivalent work experience,
• 1 - 3 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.

Additional Information

• Reliable work ethic with high 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,
• Sense of urgency and high energy,
• Good communication and interpersonal skills and effective in maintaining working relationships with all stakeholders.