Job Description:
You will participate in the development and expansion of Phillip Nova’ business activities for retail and high net worth segment. You are required to assist in client acquisition activities by following up on referred leads, events participation, networking and implementing other expansion strategies. You will also assist in the follow up with existing individual and institutional clients to provide timely personalized support to meet the clients’ trading needs. In addition, you will be involved in projects which will contribute to the overall development of business and enhancing the customer trading experience.
Responsibilities:
- Work closely with the sales team to achieve Equities/Futures/Forex commission and volume targets
- Building relationships with existing clients including High Net Worth and active traders to increase client satisfaction.
- Provide support for sales activities and participate in the team brainstorming to explore new marketing activities to increase business
- Review and refine sales related processes improvement within the team
- Execute daily sales administration activities and ensure inbox enquiries are timely responded to - e.g. answering customers’ enquires, supporting customers’ on boarding process, etc.
- Ad hoc assignments and projects – e.g. client outreach, platform training, general market research etc
Key Requirements:
- Minimum Diploma and above in any discipline
- Well-organised and meticulous
- A team player who is committed and self-driven, with the ability to respond positively to client request for assistance
- Proactive individual who is resourceful to provide alternative solutions for clients
- A keen desire to explore and learn about financial markets
- Strong verbal and written communication for both client and internal communication
Advantageous to have:
- Strong interpersonal and communication skills, ability to present and speak in public setting
- Certifications in CMFAS modules 1A, 2A, 5 and 6A
- Good knowledge of Fundamental and Technical Analysis in the Equities/Futures/Forex market
- Candidates with experience in financial services industry
- Candidates without experience are welcomed to apply
