Careers

Careers

Join us and discover a rewarding and challenging career with us. We are seeking dynamic and highly motivated individuals who are interested to develop a career in the Securities and Derivatives Industry.

Responsibilities

    As a Team Head, you will be expected to recruit and lead a team of wealth advisers in providing comprehensive, one-stop financial advisory services. Our full suite of products includes Insurance, Unit Trust, Exchanged Traded Fund (ETF), Bonds, Stock and Margin Financing. You will be expected to play a critical role in acquisition of new clients and the relationship management of existing clients, together with your team of advisers. You will be familiarised with Balanced Scorecard Framework, Financial Needs Analysis and Wealth Planning process, including fact-finding and products recommendation.

Requirements

    • 5-8 years working experience in the wealth management industry
    • Strong products knowledge
    • Familiarise with Financial Advisory Act (FAA)
    • Fast track career progression
    • Strong leadership and thrive in a challenging environment
    • A team player and guide/coach wealth advisers
    • Good people management and interpersonal skills
    • Possess CMFAS certificate in M5, M8, M8A, M9, M9A, HI

Responsibilities

    As a Wealth Adviser, you will be expected to provide comprehensive, one-stop financial advisery services to KGI clients through our wealth management products that will include Insurance, Unit Trust, Exchanged Traded Fund (ETF), Fixed Income and Structured products. As part of portfolio construct and re-balancing, you are to actively cross-sell our Brokerage, Futures & Forex products into wealth products and vice versa. The successful candidate will be expected to play a critical role in expanding the company's onshore base through the acquisition of new and the development of existing clients. To strengthen the wealth planning process, you will be engaging high net-worth and affluent clients for relationship management, financial health check and fact-finding.

     

    You are to achieve agreed financial targets. To help you succeed in your role and sharpen your financial planning and advisery skills, you will be guided and trained for 4 weeks by product specialists and product partners. You will need to be comfortable hitting the ground running and leveraging your existing network to add value to the business.

Requirements

    • Local Diploma/ Degree holders are welcome
    • Keen interest in the Finance industry
    • More than 1-2 years of wealth experience
    • Career progression to Senior Adviser or Assistant Wealth Director
    • Attractive salary package of up to $4,000 Basic + Incentives + Monthly Commission + Production Bonus
    • Basic salary in excess of $4,000 depending on qualification, experience and performance
    • Highly driven to excel and be able to thrive within a challenging environment
    • Good people management and interpersonal skills
    • Possess CMFAS certificate in M5, M8, M8A, M9, M9A, HI

Responsibilities

    Reporting to the Head of Global Derivatives Sales, you will be trained professionally to drive sales of exchange-traded and OTC financial/commodity derivative products. Prior sales experience is not required as the candidate will be able to learn and be mentored from a senior salesperson and have hands-on experience dealing with Futures and FX products.

     

    • Execute sales strategy on exchange-traded derivatives products, exchange cleared OTC products and solutions to client in South East Asia region
    • Monitor and identify new opportunities within the target market
    • Understand and analyse client’s requirement and investment objective and provide after trade services
    • Collaborate with sales support, dealing, operations, risk management, legal, compliance, marketing and other internal departments to optimize product diversity & service delivery efficiency
    • Work with other regional teams to tap upon the potential in the region and co-ordinate cross-selling opportunities within other affiliates in the group 

Requirements

    • Degree holder in related discipline
    • Requirement to take CMFAS exam modules 2A, 5 and 6A
    • Self-motivated individual, with a commitment to excellence
    • Excellent interpersonal and relationship building skills
    • Good command of both written and spoken English and Mandarin in order to liaise with Chinese associates
    • Flexibility of travelling is necessary
    • Excellent time management and interpersonal skills
    • Strong team player, proactive and keen interest to excel in sales
    • Proactive and fast learner

Responsibilities

    • Ensure all trades are processed, confirmed and settled in a timely and accurate manner in accordance with the company policies and procedures
    • Follow up and investigate all unsettled trades
    • Timely identify and resolve all trades issues with counterparties and front office
    • Handle front office enquires
    • Identify gaps in processing and suggest ideas to achieve operational efficiency
    • Issue cheques and create TT payments
    • Mark settled trades in Gloss and book deposit and withdrawal entries in CTMS
    • Perform of receipt function
    • Support other team member's responsibilities as required
    • Any other ad-hoc responsibilities assigned

Requirements

    • Minimum a Diploma or Degree holder in Finance or equivalent with at least 1-2 years of relevant experience
    • Meticulous, positive attitude and team player
    • Able to work independently in a fast paced and challenging environment
    • Excellent, interpersonal and communication skill

 

We offer attractive salary package and long-term career development to the successful candidates. You are invited to email your cover letter and full resume to [email protected]

We thank you for your interest and please note that only shortlisted candidates will be notified.


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