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Open nowPosted 115 days ago

Sales Associate - Institutional Clients

Swissquote42 open roles

Where
Singapore
Work mode
On site
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Your applicationOpen nowSales Associate - Institutional ClientsSwissquote · Singapore

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Swissquote's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.5% of postings close within 7 days. Measured by our own scanner across the market. Swissquote postings stay open a median of 27 days.

Share of postings closed within
  1. 2.3%1 day
  2. 4.6%3 days
  3. 13.5%7 days
  4. 21.8%14 days
  5. 36.6%30 days
  6. 58.9%60 days
This job: posted 115 days ago

Swissquote median: 27 days open

The posting

Company Description

Building the bank of tomorrow takes more than skills.

It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together. Share our vibes? Join Swissquote to unleash your potential.

We are the Swiss Leader in Online Banking and we provide trading, investing and banking services to +650’000 clients, can trade over 3 million capital market products through our performant and secured platform. We are offering Singapore-booked accounts and mainly work with Institutional Partners like Multi-Family Offices, External Asset Managers and Funds. Our Partners seek a private wealth management platform to manage portfolios of their clients including Ultra-High and High Net Worth Individuals.

We are All In at Swissquote. As an equal opportunity employer, we welcome candidates from all backgrounds, experiences and perspectives to join our team and contribute to our shared success.

Are you all in? Don’t be shy, apply!

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.

Qualifications

  • 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,
  • Singaporean or Permanent Resident.

Additional Information

  • Reliable work ethic with high 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,
  • Sense of urgency and high energy,
  • Good communication and interpersonal skills and effective in maintaining working relationships with all stakeholders.
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  1. A CV for this posting

    Written against Swissquote's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Swissquote's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Swissquote's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

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  6. The interview in your calendar

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    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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