Assistant Dealer

CGS International Securities Singapore Pte. Ltd; Singapore; On-site; SGD 36,000 - 48,000; Full time

Benefits offered by this job

Structured on-the-job training

Exposure to client management & trade

Equity-market research exposure

Job summary

CGS International Securities Singapore Pte. Ltd invites a diploma- or higher-qualified candidate to join an agency-based role blending operations and front-office exposure in a dynamic stockbroking setting.

You will handle client servicing, account management, trade execution and equity-market research with a focus on timely, accurate processing and compliance. Mandarin-English proficiency and CMFAS qualifications are valued, with structured on-the-job training and long-term career growth.

Qualifications

• Diploma or higher in Finance/Economics/Banking.
• Proficiency in English and Mandarin.
• CMFAS certifications (M1, M5, M6, M6A) preferred.
• Strong communication and interpersonal skills.

Responsibilities

• Manage day-to-day client servicing matters including payments, settlement instructions and FX amendments.
• Respond to client queries regarding accounts, trades and payments promptly and professionally.
• Build relationships with clients and provide timely follow-up on outstanding matters.

Skills

Mandarin proficiency

English proficiency

MS Office

CMFAS M1/M5/M6/M6A

Communication & interpersonal

Organizational skills

Equity markets interest

Education

Diploma or higher in Finance/Economics/Banking

Tools

Microsoft Office

Job description

About the role

This is an agency-based position supporting both operational and front-office functions within a dynamic stockbroking environment. The role is predominantly operations-focused (approximately 75%), with the remaining 25% providing exposure to front-office activities, including client engagement, trade execution and market analysis. This is an opportunity for someone with a genuine interest in the financial markets to develop practical experience across client servicing, account management, trade execution and equity-market research.

Key responsibilities

• Manage day-to-day client servicing matters, including payment follow-ups, contra loss reminders, settlement instructions and foreign exchange amendments
• Respond to client queries relating to accounts, trades and payments in a prompt, professional and courteous manner
• Build positive working relationships with clients and provide timely follow-up on outstanding matters
• Assist with the opening and maintenance of client trading accounts
• Facilitate the reactivation of dormant accounts and liaise with relevant client services teams
• Guide clients on the use of trading platforms, including iTrade, to ensure a smooth onboarding and trading experience
• Execute trades accurately and efficiently based on clients' instructions, with a strong emphasis on timeliness, accuracy and compliance
• Monitor trade instructions and follow through on relevant post-trade requirements
• Disseminate relevant market updates, news and insights to clients, preferably ahead of market open
• Assist in generating investment ideas through basic fundamental and technical analysis

About you

• Diploma or higher qualification, preferably in Finance, Economics, Accountancy or Banking
• Proficiency in English and Mandarin, with the ability to communicate effectively with Mandarin-speaking clients
• Strong organisational skills, with the ability to work independently and manage multiple tasks simultaneously
• Proficient in Microsoft Office applications
• CMFAS certifications (M1, M5, M6 and M6A) are preferred
• Good interpersonal and communication skills
• A keen interest in the equity markets; prior trading or investment experience will be an advantage
• Singaporeans and Singapore Permanent Residents only
• Willingness to work under an agency agreement rather than a conventional employment contract

Benefits

• Structured on-the-job training with exposure to both operational and front-office functions
• Practical exposure to client management, trade execution and equity-market research
• Opportunities to develop market knowledge and financial-market expertise in a fast-paced stockbroking environment
• A growth-oriented environment for someone interested in building a longer-term career in the financial markets