Client Relationship Associate

Job Description:

1. To provide sales support to the Private Wealth RMs.
2. To perform and confirm trade execution with clients and to input trades into Avaloq system.
3. To perform and confirm new TD placements and renewals with clients.
4. Assist with the onboarding process of Private Wealth clients in Avaloq.
5. Assist with periodic reviews on client accounts and credit line reviews.
6. Attend to all incoming calls to the Front Office common line.
7. To be the main liaison between various units for all Private Wealth transactions.

Job Requirements:

1. Degree holder.
2. At least 3 years of experience in a similar field of supporting RMs in wealth management segments.
3. Customer fronting, good interpersonal skills, attention to detail, and ability to work in a team.
4. Those with CMFAS and CACS papers preferred.

Please note only shortlisted candidates will be notified.