Global Equity Sales

KGI SECURITIES (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Benefits offered by this job

CMFAS qualification coverage

Job summary

KGI Securities (Singapore) Pte. Ltd. is seeking a client-focused professional to source and onboard new clients, build long-term relationships, and tailor investment solutions.

You will work closely with research and sales teams to deliver market insights and timely information, while ensuring compliance and risk controls in cross-border operations. The role requires 3–5 years' experience, CMFAS with MAS Representative License, and a proven track record with mass affluent clients in equities and

Qualifications

• Degree holder in related discipline with 3–5 years of experience.
• CMFAS qualifications with a MAS Representative License.
• Proven sales track record with mass affluent clients.
• Good understanding of equities and asset classes.
• Strong communication and interpersonal skills; self-motivated.

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.

Skills

Excellent communication skills

Self-motivated

Sales experience

Ability to prioritise

Interpersonal skills

Equities knowledge

Education

Degree in related discipline

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.