Job description for Investment Representative at Paradigm Recruitment
Our client is a brokerage firm and they have a few openings for the Sales/ Investment Representative position
Responsibilities
This role is a hybrid of business development, market advisory, and trade execution within a tech-driven brokerage environment. Your core mandate is to grow the firm's client base while helping those clients navigate global financial markets using the company's trading platform.
1. Business Development & Relationship Management
Asset & Client Acquisition: Actively hunt for and onboard new clients to build your own portfolio.
Relationship Management: Maintain and deepen relationships with existing clients to encourage active trading and long-term retention.
Tailored Advisory: Understand each client's unique financial goals and risk tolerance to design customized trading strategies for them.
2. Market Insights & Advisory
Active Monitoring: Keep a pulse on global market trends, economic shifts, and macroeconomic data.
Idea Generation: Translate complex market movements into clear, timely, and actionable investment opportunities for your clients across securities and futures.
3. Trade Execution & Platform Utilization
Order Management: Execute and manage client orders directly through the company platform.
Speed & Accuracy: Handle high-paced trade execution smoothly while strictly staying within established risk parameters to avoid costly errors.
4. Risk & Compliance
Regulatory Standards: Ensure all advisory and trading activities strictly align with MAS (Monetary Authority of Singapore) regulations.
Internal Governance: Follow internal company policies and maintain high ethical standards to mitigate legal and financial risk.
Requirements
1. Eligibility & Academic Qualifications
Education: A recognized University Degree or Polytechnic Diploma in any discipline (candidates with a background in Economics or Finance are preferred).
Applicants with no experience are welcome to apply, training will be provided (More than 3 months of comprehensive training)
2. Regulatory & Licensing Prerequisites (CMFAS)
Total Papers Required: 5 CMFAS papers (Modules 1A, 2A, 5, 6, and 6A) to be registered as an RNF-licensed Investment Representative under MAS.
Pre-Joining Requirement: Candidates must clear a minimum of 3 papers before their official onboarding date.
Sponsorship: The company will sponsor the first attempt for these exams.
3. Experience & Personal Attributes
Market Knowledge: Must have personal experience managing personal investments.
Soft Skills: Outgoing personality with strong communication skills and a genuine willingness to engage directly with retail customers.
Networking: Possesses a strong personal or professional network.
Digital Presence: Social-media friendly; required to actively post and engage on platforms for brand/product visibility.
4. Key Performance Indicators (KPIs) & Expectations
Acquisition Target: Must successfully acquire 150 new customers within the first 6 months.
Activity Level: High-intensity field marketing, including daily physical roadshows and standard rotations.
Commitment: Subject to a 9-month bond starting from the commencement date.
Please click "Quick Apply" or send an updated resume to alf•••••••@paradigmrecruitment.com.sg if you are interested to apply for this position
EA Personnel Name: Alfred Lai
EA Personnel No: R1545971
EA License No: 21C0434
