Comply with all internal and external rules and regulations in the marketing of securities to investors.
Exercise and maintain a high standard of integrity and professionalism in dealing with business partners and clients, striving to preserve and enhance the reputation of the department and the Company.
Stay abreast of industry trends, new products and developments, guidelines, policies, rules and regulations.
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Provide trade support services to clients, monitor clients’ portfolio, advice on client margin calls and facilities, trading limits and solving of trade issues.
Comply with all rules and regulations of local /overseas regulators and exchanges.
Assist and ensure trade confirmations are promptly emailed to the clients.
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Manage successful rollout of product enhancements and new dealer implementations including initial meetings, setup, testing and liaising with technical and business teams to ensure smooth go-live
Manage dealer expectation and assist dealers with 1 st /2 nd line API and product implementation queries
Proactively seek opportunities to engage with Tradeweb’s dealer community, looking for ways to improve collaboration and maintaining good working relationships on a day-to-day basis.
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• Well-versed in the fundamental and technical analysis on stocks, as well as proficient in various financial products including Bonds, Margin, and more.
• Effective communication skills to be able to speak to clients on an individual or in a seminar/ webinar capacity
Coordinate with internal departments including Sales Administration, Technical, Logistics, and Project teams to ensure smooth order fulfillment and customer satisfaction.
Support dealer-led project opportunities, including project registration, pricing proposals, tender support, and project follow-ups.
Deliver product presentations and technical briefings to developers, architects, and interior designers.
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Coordinate with internal departments including Sales Administration, Technical, Logistics, and Project teams to ensure smooth order fulfillment and customer satisfaction.
Support dealer-led project opportunities, including project registration, pricing proposals, tender support, and project follow-ups.
Deliver product presentations and technical briefings to developers, architects, and interior designers.
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Maintain a high standard of customer service to achieve strong Customer Satisfaction Index results.
Collaborate closely with Relationship Managers, Corporate Banking, Business Banking, Retail Banking, and other departments on joint marketing initiatives to promote Treasury products and solutions.
Contribute to Group Treasury & Global Markets initiatives in support of overall revenue objectives.
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