Senior Associate, Equity Sales

Reposted 3 Days Ago
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Northbank, Smoky Lake County, AB, CAN
In-Office
Senior level
Fintech • Software • Financial Services
The Role
Primary relationship manager for clients, aligning investment solutions with financial goals, promoting products, managing portfolios, and ensuring compliance.
Summary Generated by Built In
Create your future with Affin! ​​You too can make a difference.

Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

 

  •  Act as the primary relationship point for clients, understanding their financial objectives and aligning appropriate investment, wealth, and financing solutions that drive sustainable revenue growth and deepen client wallet share. 

  • Promote and cross-sell the Bank and Affin Group’s full product suite, including equities, derivatives, structured products, funds, bonds, portfolio financing, approved digital solutions, cards, deposits, and loans, with the objective of increasing product penetration and overall client lifetime value. 

  • Encourage and drive the adoption of the Bank’s standard online and offline platforms to ensure consistent, efficient, and scalable client service while supporting scalable revenue generation. 

  • Provide timely market updates and investment insights, coordinating with dealing and product teams where required. 

  • Manage client portfolios, trading activity, settlement, credit exposure, and risk parameters in accordance with Bank policies. 

  • Acquire and activate clients to achieve assigned revenue and relationship KPIs, with focus on wallet share expansion, multi-asset penetration, and recurring revenue growth. 

  • Participate in client engagement activities such as seminars, briefings, and roadshows to support business development and revenue expansion. 

  • Ensure full compliance with regulatory requirements and the Bank’s internal policies and controls. 

Skills Required

  • Experience in financial products and equity sales
  • Strong relationship management skills
  • Ability to provide market insights and updates
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The Company
HQ: Kuala Lumpur, Kuala Lumpur
645 Employees
Year Founded: 2014

What We Do

Affin Hwang Investment Bank is a specialist investment banking group based in Malaysia. We deliver financial advice and execution across investment banking and securities to mid- to large-cap corporations, GLCs and wealth creators. We challenge the norm and find new ways to operate with clients and each other across our core businesses. We hire high-performing talent with a culture to support and enable individuals’ development. Our people come from a variety of backgrounds from the sciences and finance to the humanities and arts. Across these perspectives, we are one team, united by our Core Values of ITEP that are in line with our promise to "Out Think. Out Perform."​ for our clients. INTEGRITY "Honest. Trustworthy. Ethical."​ It is how we behave, wherever we are. TEAMWORK "Cooperation. Respect. Mutual Understanding."​ We cooperate and collaborate because we truly believe doing so creates the best outcomes. EXCELLENCE "Distinction. Quality. Right Attitude."​ What we do, we do at the highest level. PIONEERING "Creative. Open. Driven."​ We succeed through creativity and openness to new ideas and ways of work. We invite you to explore your opportunities here and at www.affinhwang.com/careers.

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