Options Specialist (Financial/Trade/Options, $6k), (ID: 714329)

Your tasks

• Deliver regular training sessions for clients and internal sales teams on listed options concepts and usage.
• Build and run structured education programmes (introductory through advanced), including fundamentals, strategy application, risk management, volatility concepts, and portfolio considerations.
• Produce timely market commentary and actionable listed options trade ideas focused on US equities (e.g., major index ETFs and large-cap US stocks).
• Create educational content that makes options investing easier to understand and apply (e.g., playbooks, strategy guides, and practical examples).
• Host and present at client-facing engagements such as seminars, webinars, workshops, and market briefings.
• Support client acquisition and retention initiatives through education-led engagement and value-add insights.
• Act as the subject matter expert for options trading platforms, including user onboarding support and best-practice guidance.
• Conduct live platform demonstrations for clients and internal teams, explaining workflows, key features, and common use cases.
• Develop digital content in multiple formats (e.g., presentation decks, newsletters, short-form videos) to scale outreach.
• Use productivity and automation tools (including AI-enabled tools where appropriate) to improve content creation efficiency and engagement.

Requirements

• Bachelor’s degree in Finance, Economics, Business, Mathematics, Engineering, or a related discipline.
• Minimum 5 years of relevant experience in options trading/sales, derivatives advisory, brokerage, or wealth management/private banking.
• Strong knowledge of US listed options, including volatility concepts, options Greeks, and portfolio risk management.
• Demonstrated ability to deliver clear training and education to audiences with different levels of knowledge.
• Strong presentation and stakeholder engagement skills, with experience running client events or training sessions.
• Comfortable creating educational materials and market updates in written and/or digital formats.
• Familiarity with options trading platforms and client onboarding/enablement workflows.
• Knowledge of OTC derivatives and structured investments is an advantage.

Other

EA License No.: 01C4394 | PERSOL Singapore Pte Ltd

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