Job Descriptions
Main objective is to drive business development in SBL and manage operations of core product (Share Margin Financing and SBL) detailed below :
- Market Securities Borrowing & Lending product
- Explore other business developments for the department to expand its range of products and services
- Prepare Credit Memos and co-ordinate with internal stakeholders for the offering of Share Margin Financing product to new clients.
- Client Servicing / Maintenance
- Increase AmInvestment Bank's market share in equities trading via Share Margin Financing offerings. Manage communications with specific clientele groups, namely Ultra High Net Worth Individuals, Company Owners, Hedge Funds, Private Equity and Family Offices.
- Offer bundled package of services to wealth/asset management firms, hedge funds and private equities including securities lending, leveraged trade executions and cash management, etc
- Monitor and manage cost efficiency related to borrowing and lending shares
- Optimize margin utilization rate and SBL inventory usage
- Support overall income targets through trading/financing solutions etc.
- Promote and onboard clients into SBL and share margin facilities
- Deliver training/sharing sessions to improve client adoption
- Provide advisory on financing and short selling to internal funds / Private wealth/Retail dealing
Job Requirements
- Possess minimum Bachelor's Degree in finance or any related
- Capital Market Services Representative's License (CMSRL) - Module 6: Stock Market and Securities Laws
- Capital Market Services Representative's License (CMSRL) - Module 7: Financial Statement Analysis and Asset Valuation
- Possess SBL Trading (2-3 years experience) OR Dealing Execution (2-3 years experience) OR Relationship Management (2-3 years experience)
