Dealing & Client Success Manager

WEBULL SECURITIES (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

Webull Securities (Singapore) Pte. Ltd. is seeking a seasoned equities trading support specialist to ensure accurate and timely order execution for clients in Singapore.

You will proactively handle client inquiries via email and phone, participate in onboarding of new products and platform development, and promote a customer-first service standard across channels while maintaining regulatory compliance. Strong communication and teamwork are essential.

Qualifications

• Bachelor's degree in Business/Finance or related field.
• CMFAS M1A, M5, M6 and M6A certifications advantageous.
• Minimum 5 years of equities/options dealing experience in financial institutions.
• Strong communication skills for stakeholders under pressure.

Responsibilities

• Ensure and facilitate proper execution of equities trades for clients accurately and timely.
• Proactively handle clients’ enquiries (email/phone) on trading-related matters.
• Involved in onboarding of new products and platform development projects.
• Understand all business systems, processes, and procedures.
• Drive a Customer First initiative with timely, appropriate support.
• Engage customers to begin their investment journey with Webull.
• Assist with client education sessions, webinars, and workshops.
• Support public-facing touchpoints and media engagement in compliance with guidelines.
• Handle trade exceptions and contingency procedures during downtime.
• Any other task as assigned.

Skills

Customer service

Communication

Independent worker

Team player

Education

Bachelor's degree in Business/ Finance

CMFAS M1A, M5, M6, M6A certifications

Job description

Responsibilities:

• Ensure and facilitate the proper execution of equities trades for clients in an accurate and timely manner


• Proactively handle clients’ enquiries (email/phone) on trading-related matters


• Actively involved in key projects such as onboarding of new products, platform development, etc


• Understanding all business systems, processes, and procedures


• Drive a ‘Customer First’ initiative: communicate excellent customer service standards through timely, appropriate support.


• Engage customers to kickstart their investment journey with Webull. (e.g. calling customers to complete their account registration and funding.


• Support the preparation and delivery of client education sessions, including webinars, seminars, and investor workshops to showcase platform capabilities and market insights.


• Assist with public-facing touchpoints and media engagement opportunities, helping convey the firm's market perspective and brand voice across digital and broadcast channels in compliance with regulatory disclosure guidelines.


• Handle trade exceptions and contingency procedures during system downtime.


• Any other task as assigned.

Requirements:

• At least 5 years of experience in relevant dealing experience in equities and options in financial institutions and/or brokerage firms.


• Bachelor's Degree holder in Business/ Finance or any other related disciplines.


• Certifications in CMFAS M1A, M5, M6 and M6A will be highly advantageous.


• Strong communication skills to be communicate effectively with various stakeholders.


• Independent worker and a good team player with the capability to thrive under pressure and a good attitude are important traits.