Global Equity Sales

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.

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Company Intel

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