Sales Associate - Institutional Clients

Company Overview

Building the bank of tomorrow takes more than skills. It means combining differences to imagine, discuss, code, develop, test, learn, and celebrate every step together. Swissquote is the Swiss leader in online banking, providing trading, investing, and banking services to 650,000+ clients. Clients can trade over 3 million capital market products through a performant and secured platform.

Swissquote offers Singapore-booked accounts and primarily works with institutional partners such as Multi-Family Offices, External Asset Managers, and Funds. Partners seek a private wealth management platform to manage portfolios for their clients, including Ultra-High and High Net Worth Individuals.

Job Summary

The Sales Associate reports to the Head of the Sales Team and is responsible for supporting the account opening process and providing administrative and client-interaction support to ensure high-quality service, compliance, and efficient internal operations.

Responsibilities

• Own the front-to-back account opening process for end-clients of institutional partners by conducting documentation reviews and preparing KYC packs for Compliance.
• Assist Relationship Managers and the team with day-to-day client interactions and inquiries.
• Serve as a point of contact for clients, providing timely and accurate information for enquiries and ensuring high-quality support and sales administration.
• Provide full support to Sales team members to maintain internal service levels and client satisfaction.
• Ensure client records and documentation adhere to compliance and regulatory standards.
• Assist and coordinate with other departments (Legal and Compliance, Operations, Trading, Risk) to support smooth business operations.
• Contribute to improvements for internal systems and tools in project boards.
• Perform other administration/support tasks as assigned by Department Heads.
• Proactively suggest new ideas to improve business objectives, processes, and outcomes.

Qualifications

• At least a Bachelor’s Degree in Business Administration, Finance, or a related field; 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 verbally and in writing in multiple languages, including English and Mandarin (Chinese) as mandatory languages.
• Singaporean or Permanent Resident.

Additional Information

• Reliable work ethic with a high attention to detail to ensure accuracy and compliance.
• Ability to proactively address client inquiries and issues by providing solutions and support as needed.
• Ability to work both in a team and autonomously, including under pressure.
• Strong organizational skills, with the ability to manage multiple tasks and prioritize effectively.
• Sense of urgency and high energy.
• Good communication and interpersonal skills to maintain effective working relationships with all stakeholders.