Responsibilities:
- Support our group company PC Securities Financial Group with account lifecycle management processes from onboarding to maintenance of clients, follow through documentation up until handover to Operations
- Establish and manage relationship, build and preserve trusting bonds with clients
- Handle clients’ needs and enquiries to provide them with quality services
- Manage the total wealth of clients by matching our financial and investment product solutions to their needs
- Establish workflow processes and take part in automation of client onboarding project
Requirements:
- Minimum 1 year of relevant working experience in financial services organization
- MAS licensed representative, possession of CMFAS certification (M5, M6, M6A, M8, M8A, M9, M9A & HI) preferred
- Customer focused and able to provide a high standard of client service
- Ability to take ownership of client enquiries
- Team player, helpful and well organized
- Experience in covering HNWI in the Southeast Asia market will be given priority
- Good command of both English and Mandarin (oral and written, to handle both English and Mandarin speaking clients)
- Remuneration commensurate with experience
