Global Equity Sales
KGI SECURITIES (SINGAPORE) PTE. LTD.
Key Responsibilities:
Requirements:
- Sourcing and onboarding of new clients.
- Build and maintain relationships with the clients.
- Understand investment needs, objectives, and risk profile of clients.
- Provide clients with market insights, trade ideas, and investment strategies related to the products offered by the company.
- Enable the client to make informed financial decisions by providing clear, relevant and timely information.
- Collaborate with research analysts to understand market trends and company-specific news.
- Monitor portfolio performance and recommend adjustments to clients as necessary.
- Strict observance of risk and compliance / cross-border / AML issues and regulations.
- Regular and timely submission of progress reports, incl. existing business and prospect pipeline.
- Constant and timely filing of call reports, following meetings with clients.
- Collaboration with other market participants to identify and pursue new business opportunities to grow the client base and enhance service offerings.
Requirements:
- Degree holder in related discipline.
- 3-5 years of experience in related fields.
- CMFAS qualifications with a valid MAS Representative License.
- Proven sales track record and dealing with mass affluent individuals.
- Good understanding of equities and various asset classes.
- Self-motivated individual, with a commitment to excellence.
- Excellent communication skills and ability to deal with clients.
- Ability to interact effectively with individuals at all levels in the organisation.
- Ability to focus and prioritise the key initiatives across a broad range of opportunities and relationships.
JOB SUMMARY
Global Equity Sales
KGI SECURITIES (SINGAPORE) PTE. LTD.
Singapore
22 days ago
N/A
Full-time
Global Equity Sales