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. A...