Equity Sales Assistant

JOEY CHOY; Penarth, High Street; On-site; GBP 30,000 - 44,000; Full time

Job summary

Phillip Securities Pte Ltd offers a trainee stockbroker role under the mentorship of Joey Choy. You will perform order execution for stocks and listed securities, service existing clients, and engage in various dealing functions across global markets.

Fresh graduates with strong interest in the stock market are encouraged to apply as full training is provided. Opportunities to learn advisory skills, build client relations, and grow within a dynamic team are available.

Qualifications

• Diploma or degree in ANY discipline.
• Fresh graduates with NO working experience but hungry to learn about the stock market are encouraged to apply as training will be provided.
• Candidates without prior working experience will be considered if you have the passion and right positive attitude to learn and excel.
• Preferably with a pass in the RES 1A, RES 5, CM-EIP and CM-SIP for MAS license.
• Strong interest or good knowledge in the stock market and investment products.
• Able to handle clients independently, excellent interpersonal skills and resourceful.
• A good team player who can work under pressure and be task oriented to see through tasks despite ongoing interruptions.
• Meticulous and good with numbers.
• Client centric, happy to serve and to provide excellent client relations.
• Proficient in Excel, Google sheet for clients account tracking.
• Able to communicate effectively with Mandarin speaking clients is a plus point.

Responsibilities

• Perform order execution for stocks and listed securities on global exchanges.
• Assist in other dealing functions (Trade reporting, Off Market, global markets, CFD trades).
• Servicing existing HNW and retail private clients on trading related enquiries.
• Be updated of developments in the global capital markets, company announcements, corporate actions.
• Pro-active engagement and build good rapport with key clients.
• Grow and manage the relationships with new and existing customers through superior customer service.
• Providing advisory on stocks and markets with technical analysis (Full training provided).
• Broadcasting of team’s equity trade ideas and content to clients.
• Credit risk management control of clients’ accounts with adjustment of trading limits.
• Working closely with counterparties and back‑room operations on trading account related, post trade settlement and corporate action matters.

Skills

Stock market knowledge

Client relationship management

Numerical ability

Excel

Mandarin communication

Education

Any discipline

Tools

Excel

Google Sheets

Job description

Job Description

• Working directly under the mentorship of Singapore’s Top Remisier/Stockbroker Joey Choy in Phillip Securities Pte Ltd
• Perform order execution for stocks and listed securities (Stocks, CFD, ETFs, DLCs, Structured Warrants, Fixed Income) on global exchanges.
• Assist in other dealing functions (Trade reporting, Off Market, global markets, CFD trades).
• Servicing existing HNW and retail private clients on trading related enquiries.
• Be updated of developments in the global capital markets, company announcements, corporate actions.
• Pro-active engagement and build good rapport with key clients.
• Grow and manage the relationships with new and existing customers through superior customer service.
• Providing advisory on stocks and markets with technical analysis (Full training provided).
• Broadcasting of team’s equity trade ideas and content to clients.
• Credit risk management control of clients’ accounts with adjustment of trading limits.
• Working closely with counterparties and back‑room operations on trading account related, post trade settlement and corporate action matters.

Job Requirements

• Diploma or degree in ANY discipline.
• Fresh graduates with NO working experience but hungry to learn about the stock market are encouraged to apply as training will be provided.
• Candidates without prior working experience will be considered if you have the passion and right positive attitude to learn and excel.
• Preferably with a pass in the RES 1A, RES 5, CM‑EIP and CM‑SIP for MAS license.
• Strong interest or good knowledge in the stock market and investment products.
• Able to handle clients independently, excellent interpersonal skills and resourceful.
• A good team player who can work under pressure and be task oriented to see through tasks despite ongoing interruptions.
• Meticulous and good with numbers.
• Client centric, happy to serve and to provide excellent client relations.
• Proficient in Excel, Google sheet for clients account tracking.
• Able to communicate effectively with Mandarin speaking clients is a plus point.