全职 Client Advisor Assistant (CAA) 工作, 薪水 up to SGD 10,000, Sino Suisse Capital Pte. Ltd. Central Region (Singapore) 公司招聘中

Client Advisor Assistant (CAA)

Outram, Central Region (Singapore)

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工作地点

职位描述

岗位职责

Duties & Responsibilities

Responsible for delivering superior client experience through understanding, anticipating and executing client’s transactions and providing excellent administrative and organizational support to Client Advisor.
Support Client Advisors in delivering exceptional client service and experience;
Be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.;
Assist with account opening, onboarding, due diligence and monitoring activities in close coordination with custodian banks and investment banks;
Support with documentation for client meetings, business trips, investment proposals;
Adhere to Internal policies & procedures and escalate where necessary;
Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements; and
Provides administrative support to C-suite management.

Requirements

At least 3 years of work experience as CAA
Experience in banking industry
Ability to multi-task and work in a challenging fast-paced environment
Strong work ethic with a positive, can-do attitude
Experience in entrepreneurial environments and the flexibility to work in both highly structured corporate settings and less structured start‐up environments

Good to have

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