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 Swiss…
Company Description At Swissquote, we’re all in. All in to shake things up. All in to build the bank people actually want to use. All in to make finance less boring — and a lot more powerful. We’re Switzerland’s leading …
Company Description At Swissquote, we’re all in. All in to shake things up. All in to build the bank people actually want to use. All in to make finance less boring — and a lot more powerful. We’re Switzerland’s leading …
Skills: KYC, Due Diligence, Anti-Money Laundering, Counter-Terrorism Financing, FATCA
Company Description Yuh - The most complete financial app of Switzerland. Yuh is the app to pay, save and invest. Since 2021, the company is helping you manage your finances transparently, responsibly and in full freedom…
Skills: Customer Service, Financial Services, English Fluency, French Fluency, Italian Proficiency
Company Description Yuh - The most complete financial app of Switzerland. Yuh is the app to pay, save and invest. Since 2021, the company is helping you manage your finances transparently, responsibly and in full freedom…
Skills: Customer Experience, Written Communication, Problem Solving, Banking Knowledge, Fintech
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Full-time
bachelor degree
Posted 29d ago
~40 hrs/week
Responsibilities
The role involves managing the end-to-end account opening process and KYC documentation for institutional partners' clients. Additionally, the associate provides day-to-day support to Relationship Managers and clients to ensure high service levels and regulatory compliance.
Requirements
Candidates must have a Bachelor's degree in Business, Finance, or a related field and 1-3 years of experience in private banking or wealth management. Fluency in both English and Mandarin Chinese is mandatory, as is Singaporean citizenship or Permanent Residency.
Full job description
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.
We are Switzerland’s leader in digital banking and offer our clients innovative and state-of-the-art solutions to meet their investment needs.
Headquartered in Geneva, Switzerland, we have additional offices in Zurich, Luxembourg, London, Cyprus, Dubai, Hong Kong, Malta, Singapore, Bucharest, and South Africa.
Swissquote Group Holding Ltd has been listed on the SIX Swiss Exchange (symbol: SQN) since May 2000 and is regulated by the Swiss Financial Market Supervisory Authority (FINMA).
As well as various online trading products – including stocks, bonds, funds derivative products, and cryptocurrencies – Swissquote also provides Forex, automated solutions, and mortgage services.
Today, we are proud to deliver our services to + 1 million clients with access to more than 60 stock exchanges worldwide and can trade over 3 million products through performant and secure platforms.
Swissquote is the marketing brand for the activities of Swissquote Bank Ltd (Switzerland) regulated by FINMA, Swissquote Bank Europe SA (Luxembourg) regulated by the CSSF, Swissquote Bank Ltd (UK) regulated by the FCA, Swissquote Financial Services (Malta) Ltd regulated by the MFSA, Swissquote MEA Ltd. (UAE) regulated by the DFSA, Swissquote Pte Ltd (Singapore) regulated by the MAS, Swissquote Asia Limited (Hong Kong) licensed by the Hong Kong SFC, Swissquote Capital Markets (Cyprus) regulated by CySEC and Swissquote South Africa (Pty) Ltd liecensed by the FSCA.
Offices: Chemin de la Crétaux 33, Gland, 1196, CH · Löwenstrasse 62, Zurich, Zurich 8001, CH · Schauplatzgasse 9, Bern, Berne 3011, CH · 63-64 New Broad Street, London, London EC2M 1JJ, GB · Al Fattan Currency House Tower 2, DIFC, Level 9, Office 903, Dubai, Dubai P.O. Box 121364, AE
We are Switzerland’s leader in digital banking and offer our clients innovative and state-of-the-art solutions to meet their investment needs.
Headquartered in Geneva, Switzerland, we have additional offices in Zurich, Luxembourg, London, Cyprus, Dubai, Hong Kong, Malta, Singapore, Bucharest, and South Africa.
Swissquote Group Holding Ltd has been listed on the SIX Swiss Exchange (symbol: SQN) since May 2000 and is regulated by the Swiss Financial Market Supervisory Authority (FINMA).
As well as various online trading products – including stocks, bonds, funds derivative products, and cryptocurrencies – Swissquote also provides Forex, automated solutions, and mortgage services.
Today, we are proud to deliver our services to + 1 million clients with access to more than 60 stock exchanges worldwide and can trade over 3 million products through performant and secure platforms.
Swissquote is the marketing brand for the activities of Swissquote Bank Ltd (Switzerland) regulated by FINMA, Swissquote Bank Europe SA (Luxembourg) regulated by the CSSF, Swissquote Bank Ltd (UK) regulated by the FCA, Swissquote Financial Services (Malta) Ltd regulated by the MFSA, Swissquote MEA Ltd. (UAE) regulated by the DFSA, Swissquote Pte Ltd (Singapore) regulated by the MAS, Swissquote Asia Limited (Hong Kong) licensed by the Hong Kong SFC, Swissquote Capital Markets (Cyprus) regulated by CySEC and Swissquote South Africa (Pty) Ltd liecensed by the FSCA.
Offices: Chemin de la Crétaux 33, Gland, 1196, CH · Löwenstrasse 62, Zurich, Zurich 8001, CH · Schauplatzgasse 9, Bern, Berne 3011, CH · 63-64 New Broad Street, London, London EC2M 1JJ, GB · Al Fattan Currency House Tower 2, DIFC, Level 9, Office 903, Dubai, Dubai P.O. Box 121364, AE