Junior Relationship Manager - Institutional Clients

AI overview

Manage end-to-end client onboarding processes for institutional partners while enhancing client relationships and collaborating across multiple departments to optimize business operations.

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.

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.

SQ3