Sales Associate – Institutional Clients

  • Full-time

Company Description

Swissquote challenges the code to deliver innovative services & products that make financial opportunities accessible to everyone.

We are the Swiss leader in online trading and we deliver our services to 500k+ clients who can trade over 3 million capital market products and 34 crypto pairs (Singapore license pending) through our performant and secured platform.

We are offering Singapore-booked accounts and mainly work with Multi-Family Offices, External Asset Managers and Funds.

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
  • Go-to Person for 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
  • 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

Skills you will bring and demonstrate :

  • Reliable work ethic with exceptional attention to detail
  • Being able to work in a team and autonomously and under pressure
  • 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

Qualifications and Education requirements :

  • At least a Bachelor's Degree in Business Administration, Finance or similar fields; or equivalent work experience
  • Fresh graduates with less than 2 years of experience
  • Strong understanding of financial markets and the Wealth Management space (ideally private banking / External Asset Manager background)
  • Ability to communicate effectively in a verbal and written form in multiple languages, including as mandatory English and Mandarin - Chinese;
  • Singaporean or Permanent Resident
  • Forex Knowledge is a plus

Additional Information

SQ3

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