Trainee – 12-month contract - Platform Sales, APAC

Responsibilities:

• Exchange incentive program paperwork submission for clients and tasks automations
• 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.
• Organizing our Sales database into centralized location and maintain it.
• Analyzing Coalition Data against some of the Prospects we are interested in targeting.
• 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.
• Ensures all trades are booked and allocated to client accounts.
• Manage trade related breaks, client reporting, margin requirements and reporting.
• Manage client requests and escalate accordingly.
• Assist in client onboarding operationally including portfolio setup, KYC document collection, reporting configuration, trade confirmations and margin requirements.
• Work closely with other teams (Traders, Sales, Middle & Back Office, IT) to ensure a seamless client experience.
• Improve and help with monitoring of Algos.