Sales Support (Securities & Brokerage)

TALENTVIS SINGAPORE PTE. LTD.; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A leading financial services company in Singapore seeks a candidate to support Relationship Managers in client onboarding and documentation management. Responsibilities include conducting compliance checks and resolving client issues. Ideal applicants possess a relevant diploma and experience in financial markets. Proficiency in Microsoft Office and strong communication skills are essential. Apply via email or through the application portal.

Qualifications

• Prior experience in a securities firm, brokerage, derivatives trading, or financial markets environment is preferred.
• Familiarity with securities, derivatives, leveraged FX, or private banking products is advantageous.
• Willing to travel when required.

Responsibilities

• Support Relationship Managers in onboarding new clients.
• Conduct thorough Account Opening checks including KYC and AML compliance.
• Collaborate with various teams to resolve client issues.

Skills

Strong problem-solving skills

Excellent communication (written & verbal)

Interpersonal abilities

Ability to work under pressure

Proficient in Microsoft Office

Education

Diploma/Degree in Accountancy, Business, Finance, Economics, or related disciplines

Job description

Key Responsibilities

• Support Relationship Managers in onboarding new institutional and corporate clients.
• Conduct thorough Account Opening checks, including KYC, AML, and Customer Due Diligence in accordance with regulatory requirements.
• Work actively with Front, Middle and Back Office teams to resolve client issues and ensure smooth pre- and post-sales service delivery.
• Liaise directly with clients to ensure their trading accounts and platform access are fully set up and functional.
• Assist RMs with sales initiatives, marketing activities and client engagement strategies.
• Maintain and update client documentation with strong compliance discipline.
• Participate in process reviews and contribute to workflow enhancements to strengthen internal controls and efficiency.
• Prepare monthly business and marketing reports for management.
• Perform other ad-hoc assignments as required.

Requirements

• Diploma/Degree in Accountancy, Business, Finance, Economics, or related disciplines.
• Prior experience in a securities firm, brokerage, derivatives trading, or financial markets environment is highly preferred.
• Familiarity with securities, derivatives, leveraged FX, or private banking products is an advantage.
• Willing to travel when required.
• Confident, positive, meticulous, and analytical, with strong problem-solving skills.
• Excellent communication (written & verbal) and interpersonal abilities.
• Comfortable working under pressure and meeting tight deadlines.
• Proficient in Microsoft Office applications.

Ready to make an impact? We’d love to hear from you! Apply today by sending your resume to [e-mail] or click apply now!

We regret to inform that only shortlisted candidates would be notified.

Talentvis Singapore Pte Ltd | EA License No: 04C3537

EA Personnel Name: Sherwin Wong | EA Personnel No: R1770151