Client Relationship Associate

Client Relationship Associate sits in the private banking segment to provide for the private wealth. Responsibilities: • To provide sales support to the Private Wealth RMs. • To perform and confirm trade execution with clients and to input trades into Avaloq system. • To perform and confirm new TD placements and renewals with clients • Assist with the onboarding process of Private Wealth clients in Avaloq. • Assist with periodic reviews on client accounts and credit line reviews • Attend to all incoming calls to the Front Office common line. • To be main liaison between various units for all Private Wealth transactions. Requirements: • Degree holder • At least 3 years of experience in similar field of supporting RMs in wealth management segments • Customer fronting, good interpersonal skills, attention to detail and ability to work in a team. • *Those with CACS papers preferred • Strong knowledge of private banking products and regulatory requirements. • Excellent communication and interpersonal skills. • Analytical ability to monitor accounts and identify risks/opportunities. • Attention to detail and organizational skills. • Client-focused mindset with adaptability in fast-paced environments. • Team collaboration and relationship-building skills. Please note that only shortlisted candidates will be notified.