Equity Sales Assistant
Job in
Penarth, Vale of Glamorgan, CF64, Wales, UK
Listed on 2026-09-10
Listing for:
JOEY CHOY
Full Time
position Listed on 2026-09-10
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Job Description
- Working directly under the mentorship of Singapore’s Top Remisier/Stockbroker Joey Choy in Phillip Securities Pte Ltd
- Perform order execution for stocks and listed securities (Stocks, CFD, ETFs, DLCs, Structured Warrants, Fixed Income) on global exchanges.
- Assist in other dealing functions (Trade reporting, Off Market, global markets, CFD trades).
- Servicing existing HNW and retail private clients on trading related enquiries.
- Be updated of developments in the global capital markets, company announcements, corporate actions.
- Pro-active engagement and build good rapport with key clients.
- Grow and manage the relationships with new and existing customers through superior customer service.
- Providing advisory on stocks and markets with technical analysis (Full training provided).
- Broadcasting of team’s equity trade ideas and content to clients.
- Credit risk management control of clients’ accounts with adjustment of trading limits.
- Working closely with counter parties and back‑room operations on trading account related, post trade settlement and corporate action matters.
- Diploma or degree in ANY discipline.
- Fresh graduates with NO working experience but hungry to learn about the stock market are encouraged to apply as training will be provided.
- Candidates without prior working experience will be considered if you have the passion and right positive attitude to learn and excel.
- Preferably with a pass in the RES 1A, RES 5, CM‑EIP and CM‑SIP for MAS license.
- Strong interest or good knowledge in the stock market and investment products.
- Able to handle clients independently, excellent interpersonal skills and resourceful.
- A good team player who can work under pressure and be task oriented to see through tasks despite ongoing interruptions.
- Meticulous and good with numbers.
- Client centric, happy to serve and to provide excellent client relations.
- Proficient in Excel, Google sheet for clients account tracking.
- Able to communicate effectively with Mandarin speaking clients is a plus point.
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