Sales Support (Institutional Clients/Securities Firm/$6K) (ID: 689859)

PERSOL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A financial services firm in Singapore is seeking a candidate to collaborate with Relationship Managers in facilitating account onboarding and conducting thorough compliance checks. The ideal candidate will possess a degree in Accountancy or related fields, have a strong analytical mindset, excellent communication skills, and be proficient in Microsoft Office. This role includes engaging with clients, maintaining documentation, and supporting marketing initiatives in a dynamic environment.

Qualifications

• Relevant knowledge and experience in securities, derivatives, and private banking are advantageous.
• Willingness to travel as required.
• Adaptability to feedback and a commitment to continuous learning.
• Ability to work effectively under tight deadlines and manage pressure.
• Must pass relevant CMFAS exams.

Responsibilities

• Collaborate with Relationship Managers to facilitate onboarding of new accounts.
• Conduct thorough Account Opening checks, including KYC, AML, and customer Due Diligence.
• Coordinate with teams for effective service and resolution of client issues.
• Engage directly with clients to ensure trading platforms functionality.
• Support Relationship Managers in marketing initiatives.
• Maintain documentation in compliance with standards.
• Prepare monthly business and marketing reports.
• Assist in process reviews to enhance efficiency.
• Participate in events to foster client relationships.
• Perform ad-hoc duties as assigned.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal abilities

Attention to detail

Education

Diploma or Degree in Accountancy, Business, Finance

Tools

Microsoft Office

Job description

Responsibilities

• Collaborate with Relationship Managers to facilitate the onboarding of new accounts.
• Conduct thorough Account Opening checks, including KYC, AML, and customer Due Diligence.
• Coordinate with Front, Middle, and Back Office teams to ensure effective pre and post-sales service and prompt resolution of client issues.
• Engage directly with clients to ensure complete functionality and setup of trading platforms.
• Support Relationship Managers in implementing marketing initiatives and plans.
• Maintain necessary documentation in compliance with relevant regulations and standards.
• Prepare monthly business and marketing reports.
• Assist in process reviews and re-engineering to enhance internal controls and efficiency.
• Participate in events and conferences to foster client relationships.
• Perform ad-hoc duties as assigned by the team lead.

Requirements

• Diploma or Degree in Accountancy, Business, Finance, or a related field.
• Relevant knowledge and experience in securities, derivatives, and private banking are advantageous.
• Willingness to travel as required.
• Strong analytical and problem-solving skills paired with confidence and meticulous attention to detail.
• Excellent oral and written communication skills and interpersonal abilities.
• Adaptability to feedback and a commitment to continuous learning.
• Ability to work effectively under tight deadlines and manage pressure.
• Must pass relevant CMFAS exams.
• Proficiency in Microsoft Office applications.

Interested candidates who wish to apply for the advertised position,pleaseclickon “Apply. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (Persol Singapore PTE LTD)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to Persol Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolsingapore.com/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy