Junior Relationship Manager - Institutional Clients

Job summary
Permanent contract
Singapore
A few days at home
Salary: Not specified
Skills & expertise
Attention to detail
Understanding of financial markets
Communication skills
Primary
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Swissquote
Swissquote

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Questions and answers about the job

The position

Job description

Junior Relationship Manager 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 analyzing KYC pack received from partners for Compliance review submission,
  • Grow and expand existing client relationships by providing high quality customer service to existing clients and increase the share of wallet of Swissquote,
  • Go-to Person for client enquiries in the day-to-day business as the primary Account Managers to the Partners and 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

  • Bachelor's Degree in Business Administration, Finance or similar fields; or equivalent work experience,
  • 4 – 6 years of private banking/private wealth management experience,
  • Strong understanding of financial markets and the private 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 to ensure accuracy and compliance,
  • Ability to proactively address client inquiries and issues, providing solutions and support as needed,
  • Being able to work in a team and autonomously and under pressure,
  • Good organizational skills with the ability to manage multiple tasks and prioritize effectively,
  • 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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