Senior Associate / Manager, Client Account Specialist

About the company

CGS International Securities Pte. Ltd. (CGS International) is an award-winning and market leading integrated financial services provider, ranked among the top securities houses in Asia.

CGS International taps on our wealth of global and ASEAN insights to offer equities trading, leveraged products, wealth management, investment banking, equities research, Shariah-compliant financing, fixed income, currency and commodities, structured products and prime brokerage services in over 15 countries and regions.

Along with its parent organisation China Galaxy Securities, a leading securities house in China, CGS International is trusted by more than 15 million customers globally.

We are seeking a committed individual to join the equities operational team to support the daily reconciliation process and operational control reporting. The candidate needs to be attentive to details with data integrity mindset who thrives off learning new skills and challenging yourself in operational efficiency area.

Job Responsibilities

• Make proactive outbound calls to ensure all prospects and clients are contacted, primarily by phone, using Salesforce CRM to manage your daily tasks.
• Reconnect with dormant or inactive clients through outbound calls to boost engagement and sales.
• Take part in client acquisition activities like in-person events, seminars, and webinars to grow your client base.
• Develop and execute a contact strategy aimed at driving optimal client activation.
• Have a solid understanding of the company’s products, services, and competitors to confidently engage with clients.
• Be familiar with the onboarding process and deposit/withdrawal procedures to provide clients with a smooth experience.
• Act as the first point of contact, educating and guiding clients, while answering any questions about the platform and products.
• Perform upselling and cross-selling where appropriate.
• Follow all company policies, procedures, and industry regulations.
• Success in this role will be measured by the number and quality of client interactions, as well as client activation rates, including account funding and trading activities.

Job Requirement

• Proficiency in English and Mandarin to liaise with clients
• Positive attitude
• Proactive team player who is able to work independently
• Pays attention to detail and well-organized
• Able to work well under pressure and goal-oriented
• Basic knowledge in trading products including stocks, ETFs, Regular Savings Plans etc, and a brief understanding of the firm’s offerings
• Good communicator, must be able to actively engage client in two-way communications especially in-person or over the phone
• CMFAS certified
• 1-2 years’ experience in a client facing role, over the phone sales will be a benefit.
• Degree/Diploma in any discipline, preferably Business/Finance-related
• Fresh Graduates are welcomed.