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 +500’000 clients, through our performant and secured digital platforms.

Our +1000 employees work in a flexible way, without dress code and in multicultural teams. 

By having a huge impact on the industry, they are growing their skills portfolio and boosting their career in a fast-pace environment

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,
• 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.

• At least a Bachelor's Degree in Business Administration, Finance or similar fields; or equivalent work experience,
• 3 – 5 years of private banking/private wealth management experience,
• Strong understanding of financial markets and the 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.

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.