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Responsibilities:
Order execution and provide investment related advisory services to clients who consists of Chinese retail/B2Bs
Cold Calling and Maintaining Productive Relationship with Productive clients Daily
Curation of Markets/Financial Content on web and social media and relevant platforms
Organize and host seminars /webinars/ presentation
Provide quality High Touch and High Tech service to all clients
Requirements:
Strong communication skills in both English and Chinese is required (in order to handle enquires from both English and Chinese speaking clients promptly and ensure high levels of client servicing)
Degree in Finance or its equivalent
Certifications in CMFAS M1A, M5, M6 and M6A will be advantageous. Prior experience in equities trading and/or customer service and/or sales will be advantageous.
At least 3 to 4 years of experience in dealing desk and business development
Meticulous, analytical and resourceful
A team player and an Independent worker
Aspires for a fulfilling career in the Global Financial Markets
Knowledge and proficiency in basic coding, AI adoption, and/or RPA are preferred and advantageous
PHILLIP SECURITIES PTE LTD
Since 1975, PhillipCapital has grown as an integrated Asian financial house with a global presence that offers a full range of quality and innovative services to retail, corporate and institutional customers. Our comprehensive suite of financial products and services includes fund management,...
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