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 clientsAssist with the onboarding process of Private Wealth clients in Avaloq.Assist with periodic reviews on client accounts and credit line reviewsAttend to all incoming calls to the Front Office common line.To be main liaison between various units for all Private Wealth transactions.Requirements:Degree holderAt least 3 years of experience in similar field of supporting RMs in wealth management segmentsCustomer fronting, good interpersonal skills, attention to detail and ability to work in a team.Must possess passes in CACS Paper 1 and Paper 2Strong 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.