JOB PURPOSE

  • Build and develop relationships with Institutional Clients.
  • Provide dedicated client servicing and relationship management to enhance client experience and strengthen client engagement with the Company’s products.

CRITICAL ACCOUNTABILITIES

1. Develop New Customer

  • Plan and execute activities to source, approach, advise, and open new accounts for institutional clients, including investment funds, asset management companies, banks, insurance companies, and other institutional investors.
  • Ensure targets for increasing institutional brokerage market share and annual trading volume are achieved.
  • Coordinate with the Investment Banking and Trading departments to offer relevant products.

2. Customer Relationship Management & Services

  • Build, develop, and maintain strong, long-term relationships with institutional clients.
  • Provide and support professional customer service to ensure stable trading activity and increase client loyalty.

3. Investment Consulting & Information Provision

  • Work closely with the Research Department and other relevant teams to provide clients with market information, research reports, and investment recommendations.
  • Introduce potential business opportunities and new products tailored to each client’s needs.

4. Participation in Client Engagement Events & Seminars

  • Attend corporate events, networking sessions, and seminars to engage with investors and businesses, strengthen relationships, and promote Pinetree’s image and products.
  • Ensure clients receive complete and timely information about the company and its services.

5. Multi-product Revenue Growth (Cross-selling)

  • Introduce and advise clients on other Pinetree products and services such as derivatives, asset management, and corporate advisory to maximize client value and increase overall company revenue.

OUTCOMES &MEASURES

  • Achieve growth in market share for new account openings and trading volume as assigned.
  • Deliver professional client servicing to maintain, strengthen, and grow the institutional client segment.

REQUIREMENTS

1. Educational Qualifications

  • Bachelor’s degree in Economics, Finance, Securities, Accounting, Auditing, Banking, or other related fields.
  • Possession of a valid securities practicing certificate.

2. Job knowledge

  • Strong skills and in-depth knowledge of the financial and securities markets.
  • Good understanding of institutional investor behavior.

3. Relevant Experience

  • Have 5 – 10 years of experience in Institutional Sales, Asset Management, Fund Management, or Investment Banking at a Bank, Securities Companies, or Fund Management Companies.

4. Required Competencies

  • Ability to work under pressure and meet business performance targets.
  • Excellent communication, negotiation, and client relationship management skills; strong customer-centric mindset.
  • Proficiency in English for communication, presentations, and report writing.
  • Professional working style and attitude.
  • Compliance with company policies and state regulations.
  • Commitment to protecting customer data and information.
  • Strong collaboration skills and the ability to work effectively across departments to achieve organizational goals.

Benefits for you

  • 13th-month salary and performance bonus (depending on actual business results)
  • Training courses at the mother company
  • Healthcare insurance

Submit your application