Type of contract for this position: Permanent contract
The position
Job description
Sales Associate 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 preparing KYC pack for Compliance,
Assist the Relationship Managers and team in managing day-to-day client interactions and inquiries,
Act as a point of contact for clients, providing timely and accurate information to client enquiries in the day-to-day business, 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,
Ensure all client records and documentation adhere to compliance and regulatory standards,
Assist and 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
At least a Bachelor's Degree in Business Administration, Finance or similar fields; or equivalent work experience,
1 - 3 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,