Dealing & Client Success Manager

Responsibilities:

• Ensure and facilitate the proper execution of equities trades for clients in an accurate and timely manner
• Proactively handle clients’ enquiries (email/phone) on trading-related matters
• Actively involved in key projects such as onboarding of new products, platform development, etc
• Understanding all business systems, processes, and procedures
• Drive a ‘Customer First’ initiative: communicate excellent customer service standards through timely, appropriate support.
• Engage customers to kickstart their investment journey with Webull. (e.g. calling customers to complete their account registration and funding.
• Support the preparation and delivery of client education sessions, including webinars, seminars, and investor workshops to showcase platform capabilities and market insights.
• Assist with public-facing touchpoints and media engagement opportunities, helping convey the firm's market perspective and brand voice across digital and broadcast channels in compliance with regulatory disclosure guidelines.
• Handle trade exceptions and contingency procedures during system downtime.
• Any other task as assigned.

Requirements:

• At least 5 years of experience in relevant dealing experience in equities and options in financial institutions and/or brokerage firms.
• Bachelor's Degree holder in Business/ Finance or any other related disciplines.
• Certifications in CMFAS M1A, M5, M6 and M6A will be highly advantageous.
• Strong communication skills to be communicate effectively with various stakeholders.
• Independent worker and a good team player with the capability to thrive under pressure and a good attitude are important traits.