Sales Associate – Institutional Clients

Job summary
Permanent contract
Singapore
Salary: Not specified
A few days at home
Skills & expertise
Generated content
Understanding of financial markets
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Questions and answers about the job

The position

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.
  • Go-to Person for 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.
  • 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.

Preferred experience

  • At least a Bachelor's Degree in Business Administration, Finance or similar fields; or equivalent work experience.
  • 3 – 5 years of private banking/private wealth management experience.
  • Strong understanding of financial markets and the 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
  • Being able to work in a team and autonomously and under pressure
  • 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

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