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.
Support the preparation and delivery of client education sessions, including webinars, seminars, and investor workshops to showcase platform capabilities and market insights.
Assist with public-facing touchpoints and media engagement opportunities, helping convey the firm's market perspective and brand voice across digital and broadcast channels in compliance with regulatory disclosure guidelines.
Handle trade exceptions and contingency procedures during system downtime.
Any other task as assigned.
Requirements
At least 5 years of experience in relevant dealing experience in equities and options in financial institutions and/or brokerage firms.
Bachelor's Degree holder in Business/ Finance or any other related disciplines.
Certifications in CMFAS M1A, M5, M6 and M6A will be highly advantageous.
Strong communication skills to be communicate effectively with various stakeholders.
Independent worker and a good team player with the capability to thrive under pressure and a good attitude are important traits.
