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Client Relationship Associate

Salary undisclosed

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Job Description:

Client Relationship Associate sits in the private banking segment to provide for the private wealth.

Job 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

Job 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 CMFAS and CACS papers preferred