Maybank Singapore

Client Relationship Associate

Posted: 2 days ago

Job Description

Job Description:• 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 transactionsJob 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 CMFAS and CACS papers preferredPlease note only shortlisted candidates will be notified.

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