Sales Associate - Institutional Clients
Full-time Entry LevelJob Overview
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.
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