You will be part of the Client Success/Central Dealing Team directly responsible for the overall growth in the Equities business.
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.
- Exceptional handling of trades during system downtime.
- Any other ad-hoc tasks as assigned.
Requirements
- Bachelor’s degree holder in Finance or business-related disciplines.
- At least 1-2 years of working experience, preferably in the brokerage or financial industry.
- Certifications in CMFAS M1A, M5, M6 and M6A will be an advantage.
- Excellent interpersonal skills with the ability to work independently and collaboratively.
- Pro-active and capable of problem-solving in a fast paced environment.
- Able to work night/rotational shifts and on SG holidays.
