Sales Associate - Institutional Clients

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!

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.

• 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.

• 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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