Global Equity Sales

KGI SECURITIES (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is seeking a motivated professional to manage client relationships, provide investment strategies, and ensure compliance. The ideal candidate should possess a degree, 3-5 years of relevant experience, and CMFAS qualifications. Excellent communication skills and a proven sales record with affluent individuals are essential for success in this role.

Qualifications

• 3-5 years of experience in related fields.
• Proven sales track record dealing with mass affluent individuals.
• Self-motivated individual with a commitment to excellence.

Responsibilities

• Sourcing and onboarding new clients.
• Building and maintaining client relationships.
• Providing clients with market insights and investment strategies.

Skills

Communication skills

Sales experience

Relationship management

Understanding of equities and asset classes

Education

Degree in related discipline

Tools

CMFAS qualifications

MAS Representative License

Job description

Key Responsibilities

• 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.