Sales Associate - Institutional Clients
Core
Front-to-back support for account opening and daily client interactions for institutional partners' end-clients, ensuring compliance and high-quality service.
Role type
Sales Associate (Institutional Clients)
Builds
Production client onboarding workflows and daily sales administration support
Domain
Private Banking / Wealth Management / Institutional Sales
Deliverable
client delivery
Required skills
KYC documentation review, compliance adherence, client relationship management, cross-functional coordination, process improvement, multi-language communication
Preferred skills
Financial markets knowledge, private wealth management experience, proactive problem solving
Technologies
Internal project boards, KYC systems
Responsibilities
Conduct documentation review and prepare KYC packs for compliance, assist Relationship Managers with client inquiries, act as primary point of contact for clients, coordinate with Legal/Compliance/Operations/Risk, suggest process improvements
Seniority
Mid-level IC (1-3 years experience)
