Entry Level
Trainee – 12-month contract - Platform Sales, APAC
Responsibilities:
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Exchange incentive program paperwork submission for clients and tasks automations
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White Space analysis (Sales Research), pipeline / opportunities development: shortlist new prospects from client lists (received from event organizer, industry portals,) identify new client segments, for example Family Office study.
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Organizing our Sales database into centralized location and maintain it.
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Analyzing Coalition Data against some of the Prospects we are interested in targeting.
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Running gap analysis across all market activities, for existing EQD client execution with potential Prime opportunities, clients who use our SG analytical tools, come up with a list who may benefit for us to target.
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Ensures all trades are booked and allocated to client accounts.
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Manage trade related breaks, client reporting, margin requirements and reporting.
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Manage client requests and escalate accordingly.
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Assist in client onboarding operationally including portfolio setup, KYC document collection, reporting configuration, trade confirmations and margin requirements.
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Work closely with other teams (Traders, Sales, Middle & Back Office, IT) to ensure a seamless client experience.
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Improve and help with monitoring of Algos.
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